Client-Centric Retail Banking Relationship Officer

Nezda Technologies, Inc.; Taguig; Hybrid; PHP 300,000 - 420,000; Full time

Job summary

Nezda Technologies, Inc. in the Philippines seeks a client service associate to be the primary contact for clients and advisors, handling inquiries and service requests.

The role requires one to three years of relevant experience, a Bachelor's degree, and the ability to provide accurate, personalized solutions while complying with banking policies. You will manage daily client transactions and maintain records in Salesforce/CRM.

Qualifications

• Bachelor's Degree Graduate in any field
• 2 to 3 years of relevant experience

Responsibilities

• Serve as the primary contact for clients and advisors, handling inquiries and service requests
• Provide accurate and personalized solutions for client needs while ensuring compliance with banking policies and regulations
• Manage daily client transactions, including transfers, overdrafts, and wire requests
• Build strong relationships with Advisors and internal teams to resolve client concerns efficiently
• Maintain accurate client records and interactions in Salesforce/CRM
• Meet service quality, productivity, SLA, and client satisfaction targets

Education

Bachelor's Degree in any field

Tools

Salesforce/CRM

Job description

Nezda Technologies, Inc. in the Philippines seeks a client service associate to be the primary contact for clients and advisors, handling inquiries and service requests.

The role requires one to three years of relevant experience, a Bachelor's degree, and the ability to provide accurate, personalized solutions while complying with banking policies. You will manage daily client transactions and maintain records in Salesforce/CRM.