SWBC · 1 month ago
Account Services Representative
San Antonio, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expSWBC is seeking a talented individual to perform inside sales, placement, and service of SWBC and client’s financial products. This role involves facilitating inbound/outbound calls regarding product availability and suitability, updating call results, and assisting customers with consumer lending products.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients utilizing effective telephone sales techniques and principles while meeting call and department service levels
Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBC’s business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals
Updates call results and enters any other pertinent information into both SWBC and the appropriate FI’s databases by maintaining records of all customer contacts
Receives and places product support calls and contacts to ensure SWBC's services meet market place and contract expectations while leveraging SWBC's business solutions suite
Participates in department meetings or product/technique training as directed by management team
Qualification
Required
High School Diploma or GED
Minimum of six (6) months of inbound calling experience which includes updating call results, receiving and placing support calls, or other related experience required
Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs
Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm
Excellent interpersonal and organizational skills
Detail oriented and be able to multitask
Able to sit for long periods of time assisting with telephone calls or other related duties
Able to stoop, kneel, and lift 10-20 lbs. of files or other documents
Preferred
Consumer lending experience preferred
Benefits
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
H1B Sponsorship
SWBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (9)
2022 (22)
2021 (14)
2020 (11)
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
MarketScreener
2025-07-24
Company data provided by crunchbase