Account Services Representative

SWBC

. Perform inside sales, placement, and service of SWBC and client’s 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 consumer lending, utilizing effective communication techniques and active listening skills to assist customers with financial products. Proficient in maintaining accurate records and managing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

Inside Sales ExperienceConsumer Lending ExperienceEffective Telephone Sales TechniquesMS Excel ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consumer LendingCall Result UpdatingSupport Call HandlingData EntryMultitasking

Soft Skills

Interpersonal SkillsDetail OrientedProfessionalismEnthusiasmActive Listening

Tools & Technologies

MS ExcelMS AccessFinancial Institution Databases

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ProductsInbound CallingOutbound CallingTelephone EtiquetteSubstance-Free Workplace

About the role

Key responsibilities & impact

Perform inside sales, placement, and service of SWBC and client’s 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.
Make inbound and outbound calls using effective telephone sales techniques while meeting call and department service levels.
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 which includes updating call results, receiving and placing support calls, or other related experience required.
Consumer lending experience preferred.
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.
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
SWBC does not hire tobacco users 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