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SWswbc logo

swbc

Monterrey

Client Support Representative.

FINANCE & LEGAL
SWIVEL is seeking a talented individual to provide internal and external customer service support to include relationship management, daily interaction with the financial institutions, handling complex questions or problems and managing support lines. The Representative is responsible for verifying and updating Auto Pilot product information. Why you'll love this role: This role is a great opportunity to utilize your customer service knowledge with a NO collection approach when speaking to the customers. You will be able to interact with customers by assisting them with their payments. Your customer service skills will directly contribute toward SWIVEL’s Mission to provide excellent customer service. Essential duties include the following: Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner and assisting with questions regarding reports. Handles support Line to provide assistance and training in to include assisting with procedures, inquiries, and problem resolution. Performs time-sensitive ECM reconciliation for clients. Resolves inbound and makes outbound service calls regarding all Auto Pilot Products, inquiries and/or problems on the status of transactions through all Auto Pilot Products. Services complex calls, questions or problems from Auto Pilot clients and SWIVEL users. If necessary, refers unique, highly complex problems to appropriate resources to resolve system related defects. Creates internal management reports; and assists in special projects as needed. Serious candidates will possess the minimum qualifications: Some college preferred or equivalent work experience. Minimum two to three (2–3) years of coordinating the client support of company products, high-level customer service or other related experience in a financial institution or call center. Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills. Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm. Working knowledge of personal computers to include MS Word, Excel and Internet. Able to sit for long periods of time while executing computer applications, responding to customer correspondence, or providing assistance to team members. Able to lift 10 - 20 lbs. of binders, paper, and/or file. Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people worldwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.
Pay
Not stated
Where
Monterrey · NL · Mexico
Work
Not stated
Type
Not stated
Posted
5 May, 2026
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