Customer Care Representative - Financial & Banking Associate.

Recruitify_HR; Davao de Oro; On-site; PHP 360,000 - 480,000; Full time

Job summary

A customer service provider in finance is seeking a Customer Service Representative to enhance client satisfaction by providing exceptional banking support. Responsibilities include addressing inquiries, assisting with account maintenance, and educating customers about financial products. The ideal candidate will have 3–5 years of experience in customer service, preferably within finance, and possess strong communication and problem-solving skills. The role is office-based with standard hours in Davao de Oro.

Qualifications

• 3–5 years of experience in customer service, preferably in the financial sector.
• Detail-oriented and able to work under pressure.
• Proficiency in customer service software.
• Detail-oriented, empathetic, and able to work under pressure.
• Proven ability to handle multiple inquiries simultaneously with professionalism.
• Office environment with standard working hours; may require occasional overtime.

Responsibilities

• Provide exceptional customer service by addressing inquiries related to financial products and banking services.
• Assist customers with account maintenance and resolving account discrepancies.
• Educate customers about financial services and products.
• Document customer interactions and follow up on outstanding issues.
• Collaborate with other departments for a seamless customer experience.

Skills

Strong communication skills

Problem-solving abilities

Proficiency in customer service software

Education

Bachelor’s degree in Business, Finance, or a related field

Job description

Description

• Provide exceptional customer service by addressing inquiries related to financial products and banking services.
• Assist customers with account maintenance and resolving account discrepancies.
• Educate customers about financial services and products to enhance their understanding and usage.
• Document customer interactions and follow up on outstanding issues.
• Collaborate with other departments to ensure a seamless customer experience.

Requirements

• Educational Qualifications: Bachelor’s degree in Business, Finance, or a related field.
• Experience Level: 3–5 years of experience in customer service, preferably in the financial sector.
• Skills and Competencies: Strong communication skills, problem-solving abilities, and proficiency in customer service software.
• Qualities and Traits: Detail-oriented, empathetic, and able to work under pressure.
• Responsibilities and Duties: Proven ability to handle multiple customer inquiries simultaneously while maintaining a high level of professionalism.
• Working Conditions: Office environment with standard working hours; may require occasional overtime.