Banking Client Support Associate

Nityo Infotech Services Philippines Inc.; Philippines; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Health insurance coverage

Performance incentives

Employee wellness programmes

Job summary

Nityo Infotech Services Philippines Inc. in Makati City seeks a Banking Client Support Associate to join our team and deliver exceptional client assistance across banking products and services.

You will respond to inquiries via phone, email, and chat, guide customers through account management and ATM transactions, and document interactions in our CRM. This full-time role emphasizes accuracy, confidentiality, and customer-centric service.

Qualifications

• High school diploma or equivalent; tertiary education preferred.
• Experience in client services, banking, ATM transactions or financial case handling.
• Strong communication and ability to explain complex financial concepts clearly.
• Problem-solving and customer-centric approach to resolving issues.
• Proficiency in MS Office and familiarity with banking systems or CRM software.
• Ability to multitask and manage multiple client requests simultaneously.
• Professional demeanor with strong interpersonal skills.
• Attention to detail and accuracy in financial transactions and records.
• Knowledge of banking products, services and regulatory practices is advantageous.
• Flexibility to work shifts if required by business.

Responsibilities

• Respond promptly to client inquiries via telephone, email, chat, and other channels.
• Provide guidance on banking services, account management, transfers, and ATM transactions.
• Assist clients with account opening, maintenance, fund transfers, and related banking tasks.
• Handle complaints and escalations professionally, refer complex matters to senior staff when needed.
• Document all client interactions in the CRM with precise records of support.
• Identify opportunities to cross-sell banking products to existing clients.
• Maintain confidentiality and adhere to data protection and banking regulations.
• Collaborate with other departments to resolve client requests seamlessly.
• Participate in training programmes to enhance product knowledge and customer service.

Skills

Strong communication skills

Customer-centric approach

Multitask

Attention to detail

Microsoft Office

CRM software

Interpersonal skills

Education

High school diploma or equivalent

Tertiary education in business, finance, or related field preferred

Tools

Microsoft Office

CRM software

Job description

About the role

Nityo Infotech Services Philippines Inc. is seeking a Banking Client Support Associate to join our dynamic team in Makati City, Metro Manila. This is a full-time position offering an exciting opportunity to provide exceptional client support services within the banking and financial services sector. As a Banking Client Support Associate, you will be the vital link between our clients and our organisation, ensuring their banking and financial needs are met with professionalism, efficiency and expertise. This role is crucial to maintaining strong client relationships and contributing to the overall success of our financial services operations.

Key responsibilities

• Respond promptly to client inquiries via telephone, email, chat, and other communication channels regarding banking products, services, and account information.

• Provide accurate guidance on banking services, account management, transaction procedures, ATM transactions, and financial products.

• Assist clients with account opening, maintenance, fund transfers, ATM-related concerns, and other routine banking transactions.

• Handle client complaints and case escalations professionally, ensuring timely resolution and referring complex matters to senior staff when necessary.

• Document all client interactions thoroughly in the company’s CRM system, maintaining precise records of support provided.

• Identify opportunities to cross-sell banking products and services to existing clients.

• Maintain strict confidentiality and adhere to data protection and banking regulations at all times.

• Collaborate with other departments to ensure seamless resolution of client requests and issues.

• Participate in training programmes to enhance product knowledge, complaint handling, and customer service skills.

Qualifications:

• High school diploma or equivalent; tertiary education in business, finance, or a related field preferred.

• Previous experience in client services, customer support, or a banking environment with exposure to ATM transactions and financial case handling.

• Strong communication skills with the ability to explain complex financial concepts in clear, simple terms.

• Excellent problem-solving abilities and a customer-centric approach to resolving issues.

• Proficiency in Microsoft Office applications and familiarity with banking systems or CRM software.

• Ability to multitask and manage multiple client requests simultaneously while maintaining quality service.

• Professional demeanor with strong interpersonal skills and patience when dealing with clients.

• Attention to detail and accuracy in financial transactions and record-keeping.

• Knowledge of banking products, services, ATM operations, and financial regulations is advantageous.

• Flexibility to work shifts if required by the business.

What we offer

At Nityo Infotech Services Philippines Inc., we are committed to fostering a supportive and inclusive workplace where our employees can thrive. We provide competitive compensation packages, opportunities for professional development and training to enhance your banking sector expertise. We offer a collaborative work environment where your contributions are valued and recognised. Our benefits include health insurance coverage, performance incentives and access to employee wellness programmes. We believe in work-life balance and provide flexible working arrangements where feasible. Career advancement opportunities are available for dedicated team members who demonstrate exceptional performance and commitment to excellence.

About us

Nityo Infotech Services Philippines Inc. is a leading provider of technology and business solutions serving the banking and financial services sector. With a strong commitment to innovation, quality and client satisfaction, we partner with major financial institutions to deliver exceptional support services. Our mission is to empower our clients through reliable, efficient and customer-focused solutions. We pride ourselves on maintaining the highest standards of professional conduct and regulatory compliance. Our team comprises skilled professionals dedicated to driving success for our clients and fostering a culture of continuous improvement and excellence.