Banking & Finance CSR — Growth, HMO & Incentives

Caldwell Communications; Marikina; On-site; PHP 127,000 - 212,000; Full time

Benefits offered by this job

Competitive salary up to ₱19,000/month

Performance-based incentives

HMO and other benefits

Career growth opportunities

Job summary

Caldwell Communications in Metro Manila actively seeks Customer Service Representatives for our Banking & Financial Services team. A high school graduate with at least 1 year of BPO experience handling finance-related, mortgage, or brokerage accounts will find this role a strong fit.

You will handle inbound and outbound calls, assist clients with account inquiries, and ensure compliance with financial regulations while delivering timely, friendly service.

Qualifications

• At least high school graduate.
• Minimum of 1 year BPO experience handling a finance‑related, mortgage, or brokerage account.
• Willing to work on a shifting schedule.
• Strong communication and customer service skills.
• Amenable to work on‑site.

Responsibilities

• Handle inbound and outbound customer service calls for banking and finance‑related concerns.
• Assist clients with account inquiries, transaction issues, and product information.
• Ensure accuracy and compliance with financial regulations and policies.
• Provide excellent service and support to clients in a timely manner.

Skills

Communication skills

Customer service

BPO experience

Finance knowledge

Education

High school graduate

Job description

Caldwell Communications in Metro Manila actively seeks Customer Service Representatives for our Banking & Financial Services team. A high school graduate with at least 1 year of BPO experience handling finance-related, mortgage, or brokerage accounts will find this role a strong fit.

You will handle inbound and outbound calls, assist clients with account inquiries, and ensure compliance with financial regulations while delivering timely, friendly service.