Client Service Representative (Escrow)

As a Client Service Representative at SWBC, you'll be responsible for providing internal and external customer service support, managing relationships with financial institutions, and addressing time-sensitive inquiries. Your duties will also include handling the support line, assisting with data entry training, and performing account maintenance. You're the go-to person for resolving complex inquiries regarding collateral protection insurance and ensuring customer satisfaction.

To qualify for the Client Service Representative position at SWBC, candidates must have at least a High School Diploma or GED, along with one to two years of experience in customer service or banking. It's essential to have a working knowledge of insurance coverage, strong communication skills, and proficiency in MS Word and Excel. Attention to detail and the ability to work under pressure are also key factors for success.

As a Client Service Representative at SWBC, you'll experience a positive and engaging work environment, even when working remotely. The company prioritizes work/life balance and employee engagement, offering recognize awards, career enhancement opportunities, and a supportive culture to help you thrive while addressing the needs of financial institutions.

SWBC is committed to the growth of its employees, including Client Service Representatives. The company offers various avenues for professional development, such as the Leadership Academy, Mentor Program, and continuing education opportunities that lead to career certifications. This focus on growth ensures you have the tools to excel in your role.

SWBC provides a comprehensive benefits package for Client Service Representatives, including competitive compensation, healthcare coverage options, 401(k) plans, and a wellness program. Employees also enjoy various recognition awards, work/life balance initiatives, and engaging activities that enhance the overall work experience.

When responding, highlight your specific experiences and how they relate to the role at SWBC. Discuss any relevant situations where you successfully managed customer inquiries, resolved issues, or improved service efficiency, showcasing your problem-solving skills.

Discuss how you prioritize detail-oriented tasks and perhaps implement checklists or double-check methods. Mention your familiarity with relevant software and your organizational skills that ensure accuracy while handling time-sensitive data.

Describe your approach in calmly addressing the customer's concerns, listening actively, and employing empathy. Explain how you seek to find a solution or escalate the issue when appropriate, showcasing your commitment to customer satisfaction.

Provide an overview of collateral protection insurance, emphasizing its role in protecting lenders from losses. Address how you would explain it to clients, ensuring clarity on its benefits and relevance in financial transactions.

Use the STAR method (Situation, Task, Action, Result) to outline your experience. Detail the challenge you faced, your specific role in addressing it, and the positive outcome, focusing on how your actions contributed to customer satisfaction.

Share your techniques for prioritizing tasks, such as creating to-do lists or utilizing digital project management tools. Mention how you adapt to shifting priorities while still meeting deadlines reliably.

Express your enthusiasm about SWBC’s values and culture. Discuss how their focus on client satisfaction and employee development aligns with your career aspirations and values, showcasing your motivation to contribute positively.

Explain how collaboration enhances client service. Share examples of how you’ve worked effectively in teams to resolve issues or drive service improvements and emphasize the collective impact on customer satisfaction.

Discuss your commitment to professional development, mentioning any relevant courses, certifications, or workshops you've undertaken. Share your strategy for staying updated with industry trends that inform your client service approach.

Articulate the satisfaction you gain from helping others and building relationships. Highlight specific instances where your efforts led to positive outcomes, reinforcing your passion for client interactions.