Customer Care Representative - Financial & Banking Associate.

Recruitify_HR; Davao City; On-site; PHP 223,000 - 357,000; Full time

Job summary

Recruitify_HR is seeking a customer service professional for roles in the financial and banking sectors. You will handle inquiries about accounts, products, and services while delivering exceptional service and satisfaction.

Candidates should have a Bachelor’s degree and 1–3 years of experience, with strong communication skills and CRM proficiency. You will work in a fast-paced environment and maintain precise interaction records.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field.
• 1–3 years of experience in customer service, preferably in financial services.
• Excellent communication and interpersonal skills.
• Proficiency with customer relationship management (CRM) software.
• Strong problem-solving and customer-oriented mindset.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Provide exceptional customer service to clients in the financial and banking sectors.
• Assist customers with inquiries regarding accounts, products, and services.
• Resolve customer issues effectively and efficiently while ensuring satisfaction.
• Educate clients on financial products and services to enhance their banking experience.
• Maintain accurate records of customer interactions and transactions.

Skills

Communication

Interpersonal skills

CRM software

Education

Bachelor’s degree in Business Administration/Finance

Tools

CRM software

Job description

• Provide exceptional customer service to clients in the financial and banking sectors.
• Assist customers with inquiries regarding accounts, products, and services.
• Resolve customer issues effectively and efficiently while ensuring satisfaction.
• Educate clients on financial products and services to enhance their banking experience.
• Maintain accurate records of customer interactions and transactions.

Description

• Provide exceptional customer service to clients in the financial and banking sectors.
• Assist customers with inquiries regarding accounts, products, and services.
• Resolve customer issues effectively and efficiently while ensuring satisfaction.
• Educate clients on financial products and services to enhance their banking experience.
• Maintain accurate records of customer interactions and transactions.

Requirements

• Educational Qualifications: Bachelor’s degree in Business Administration, Finance, or a related field.
• Experience Level: 1-3 years of experience in customer service, preferably in financial services.
• Skills and Competencies: Strong communication and interpersonal skills.
• Skills and Competencies: Proficient in using customer relationship management (CRM) software.
• Qualities and Traits: A strong problem-solver with a customer-oriented mindset.
• Responsibilities and Duties: Ability to work in a fast-paced environment and handle multiple tasks simultaneously.