Account Services Representative

SWBC

. Perform inside sales, placement, and service of SWBC and client financial products .

Posted 11/2/2026full-timeRemote • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in inside sales and customer service for financial products, with a strong focus on consumer lending and effective communication techniques. Proficient in maintaining accurate records and utilizing computer programs to support sales activities.

Highest-signal resume keywords

Inside Sales ExperienceConsumer Lending KnowledgeMS Excel ProficiencyEffective Communication TechniquesCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Inbound Calling ExperienceLoan Application AssistanceCall Result UpdatingProduct Support CallsDetail Orientation

Soft Skills

Interpersonal SkillsOrganizational SkillsMultitasking AbilityProfessionalismEnthusiasm

Tools & Technologies

MS AccessFinancial Institution Databases

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Consumer Lending ProductsTelephone Sales TechniquesCustomer Contact RecordsProduct PromotionDepartment Scripting

About the role

Key responsibilities & impact

Perform inside sales, placement, and service of SWBC and client financial products
Facilitate inbound and outbound calls regarding product and service availability and suitability
Assist borrowers with consumer lending products and submit loan applications
Assist customers with payments and provide customer service
Make inbound and outbound calls using effective telephone sales techniques
Promote lending and related products offered by SWBC’s business partners and clients
Follow department scripting and use appropriate phone etiquette, rejection rebuttals, active listening, and communication techniques
Update call results and enter pertinent information into SWBC and financial institution databases
Maintain records of all customer contacts
Receive and place product support calls to ensure services meet marketplace and contract expectations
Participate in department meetings and product or technique training as directed by management

Requirements

What you’ll need

High School Diploma or GED
Minimum of six (6) months of inbound calling experience, including updating call results, receiving and placing support calls, or other related experience
Consumer lending experience preferred
Strong working knowledge of personal computers, including 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 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
Pre-employment drug testing required
Must be a non-tobacco user as allowed by law

Benefits

Comp & perks

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