Customer Care Representative - Financial & Banking Associate.

Recruitify_HR; Mandaluyong; On-site; PHP 312,000 - 469,000; Full time

Job summary

Recruitify HR in Metro Manila is seeking an experienced customer care professional to deliver exceptional service to clients in the banking sector. You will handle inquiries about banking products, resolve complaints, and maintain precise records of interactions and transactions.

The role requires 5–8 years of relevant banking experience, strong communication and interpersonal skills, and proficiency with CRM and MS Office tools in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• 5–8 years of experience in customer care or banking.
• Strong communications and interpersonal skills.
• Proficient with customer service software and Microsoft Office Suite.
• Detail-oriented with the ability to handle complex inquiries.
• Adaptable to fast-paced environments.

Responsibilities

• Provide exceptional customer service to clients in the financial and banking sector.
• Assist customers with inquiries related to banking products and services.
• Resolve customer complaints efficiently and effectively to enhance customer satisfaction.
• Maintain accurate records of customer interactions and transactions.
• Educate customers on various financial services, including loans, accounts, and investment options.

Skills

communication

interpersonal skills

detail-oriented

Education

Bachelor’s degree in Finance/Business Administration

Tools

Customer service software

Microsoft Office Suite

CRM software

Job description

• Provide exceptional customer service to clients in the financial and banking sector.
• Assist customers with inquiries related to banking products and services.
• Resolve customer complaints efficiently and effectively to enhance customer satisfaction.
• Maintain accurate records of customer interactions and transactions.
• Educate customers on various financial services, including loans, accounts, and investment options.

Description

• Provide exceptional customer service to clients in the financial and banking sector.
• Assist customers with inquiries related to banking products and services.
• Resolve customer complaints efficiently and effectively to enhance customer satisfaction.
• Maintain accurate records of customer interactions and transactions.
• Educate customers on various financial services, including loans, accounts, and investment options.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 5–8 years of experience in customer care or banking.
• Skills and Competencies: Strong communication and interpersonal skills.
• Skills and Competencies: Proficient in customer service software and Microsoft Office Suite.
• Qualities and Traits: Detail-oriented with the ability to handle complex customer inquiries.
• Qualities and Traits: Ability to work in a fast‑paced environment and adapt to changing situations.