Customer Service for Financial- At least 1 Year Any Banking account

TalentSync Training and Development; Muntinlupa; Sur place; PHP 279 000 - 424 000; Plein temps

Résumé du poste

TalentSync Training and Development in Muntinlupa City, Metro Manila, is seeking a Customer Service Representative for Financial Services with at least one year of banking or financial services experience. You will handle inquiries about banking products, account services, and transactions, delivering friendly, accurate information to customers.

This full-time role requires strong communication, problem-solving, and adherence to regulatory guidelines.

Qualifications

• Minimum of one year of verified experience in banking or financial services.
• Excellent communication skills and ability to explain complex financial information clearly.
• Strong problem-solving abilities and customer-centric approach.
• Proficiency with customer service systems, banking software, and MS Office.
• Strong organizational skills and attention to detail in documentation.

Responsabilités

• Handle incoming customer enquiries via telephone, email, and chat regarding banking products, account services, and financial transactions.
• Process and resolve customer complaints and concerns in a professional and timely manner.
• Provide accurate information about banking products, account features, interest rates, and service offerings.
• Assist customers with account-related queries, including balance enquiries, transaction history, and account management.
• Document all customer interactions accurately in the company's systems and maintain detailed records.
• Identify customer needs and recommend appropriate banking products and services to enhance customer satisfaction.
• Follow company policies, procedures, and regulatory requirements when handling customer accounts and sensitive financial information.
• Meet or exceed performance targets including call handling time, customer satisfaction ratings, and resolution rates.
• Collaborate with internal departments to escalates and resolve complex customer issues.

Connaissances

Banking product knowledge

Customer service

English communication

Problem solving

CS systems proficiency

Multitasking

Attention to detail

Description du poste

We are seeking a dedicated Customer Service Representative for Financial Services to join the dynamic team at TalentSync Training and Development. This full-time position is based in Muntinlupa City, Metro Manila, and offers an excellent opportunity for customer service professionals with at least one year of experience in banking or financial services. As a Customer Service Representative, you will be the frontline of our organisation, providing exceptional support to customers enquiring about banking products, services, and account management. Your role is strategically important in building customer loyalty, resolving issues efficiently, and maintaining the reputation of our financial services operations.

Key responsibilities

• Handle incoming customer enquiries via telephone, email, and chat regarding banking products, account services, and financial transactions
• Process and resolve customer complaints and concerns in a professional and timely manner
• Provide accurate information about banking products, account features, interest rates, and service offerings
• Assist customers with account-related queries, including balance enquiries, transaction history, and account management
• Document all customer interactions accurately in the company's systems and maintain detailed records
• Identify customer needs and recommend appropriate banking products and services to enhance customer satisfaction
• Follow company policies, procedures, and regulatory requirements when handling customer accounts and sensitive financial information
• Meet or exceed performance targets including call handling time, customer satisfaction ratings, and resolution rates
• Collaborate with internal departments to escalates and resolve complex customer issues
• Provide feedback to management regarding common customer concerns and suggestions for service improvement

What we're looking for

• Minimum of one year of verified experience working in a banking or financial services customer service environment
• Proven banking product knowledge, including understanding of various account types and financial services
• Excellent communication skills with the ability to explain complex financial information in clear, simple terms
• Strong problem-solving abilities and a customer-centric approach to resolving issues
• Proficiency in using customer service systems, banking software, and Microsoft Office applications
• Ability to multitask and manage high call volumes whilst maintaining quality service standards
• Professional demeanour with strong ethical standards and ability to handle confidential financial information discreetly
• High level of patience and empathy when dealing with frustrated or difficult customers
• Strong organisational skills and attention to detail in documentation and record-keeping
• Ability to work flexible shifts and perform well in a fast-paced call centre environment
• At least basic proficiency in English, both written and verbal