Customer Service Representative (Banking Services)

SWBC MEXICO, S. DE R.L. DE C.V.

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Monterrey, NL Until 8/23/2026 First posted April 21, 2026 Last posted April 21, 2026
Job description
SWBC is seeking a talented individual to provide customer service in a fast paced, inbound call center environment for Financial Institutions. They will assist with account inquiries, basic transactions (transferring funds, making loan payments, etc.), Online Banking assistance, Card Services, assist with debit card fraud alerts, gathering information for loan applications and any additional duties assigned by management.

Why you'll love this role:
In this role, you will have the opportunity to interact with callers, provide excellent customer assistance and meet the client expectations by providing requested information and/or a solution to the callers inquiry.

Essential duties include the following:

  • Resolves inbound calls regarding routine financial questions, inquiries and/or problems on the status of accounts, suspicious transactions, making transfers, payments, or fraud.
  • Responsible for meeting or exceeding quality expectations to ensure customer satisfaction.
  • Adheres to schedule, ensuring promptly logged into the system and available for calls.
  • Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls.
  • Handles most complex calls with minimal assistance.  Helps in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction. 
  • Performs other duties/campaigns assigned by management.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or equivalency.
  • Some college course work in Business, Management, Communications, Marketing, related field or equivalent experience preferred.
  • Minimum one to two (1-2) years of in-bound, out-bound or other related call center, telemarketing or related experience in insurance or banking environment, preferred.
  • Strong written and verbal communication skills.
  • Able to remain professional and courteous in all interactions with SWBC clients and staff.
  • Able to effectively multi-task.
  • Able to operate a computer and basic office equipment.
  • Able to type 40 WPM accurately.
  • Able to operate a 10-key calculator by touch.

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.

About this role

Summary

Provide customer support in banking, handle inquiries, transactions, and resolve issues efficiently.

Job title

Customer Service Representative (Banking Services)

Experience level

1-2 years

Industry

finance

Location requirements

Candidates need to be in Monterrey, NL; remote not specified.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

verbal communicationwritten communicationbasic computer skillstyping 40 WPM10-key calculator

Preferred skills

call centerbanking environmentmulti-taskingcourteous interaction

Specializations

bankingcustomer servicecall center
Locations

Structured locations inferred from the posting.

Monterrey, Nuevo Leon, Mexico

On-site City