Customer Service Representative (CSR) | In-House Financial Account

Private Advertiser; Quezon City; Hybrid; PHP 335,000 - 513,000; Full time

Job summary

Private Advertiser is seeking a Customer Service Representative (CSR) to join an in-house financial services account serving customers in Australia and New Zealand. The role focuses on voice-based interactions and resolving banking-related inquiries with accuracy and professionalism.

The CSR will handle high-volume calls, maintain confidentiality of sensitive information, and ensure adherence to processes and quality standards.

Qualifications

• 2-3+ years of customer service experience, preferably supporting banking or financial services.
• Strong English communication skills, both verbal and written.
• Excellent active listening and customer-handling skills.
• Comfortable handling voice-based customer interactions and a high volume of calls.
• Experience in banking, financial services, insurance, payments, or related industries is highly preferred.

Responsibilities

• Handle inbound customer calls and provide professional, courteous, and efficient assistance.
• Assist customers with banking and financial service-related inquiries and concerns.
• Provide accurate information regarding products, services, transactions, and account-related matters.
• Investigate and resolve customer issues while following established processes and policies.
• Handle sensitive customer and financial information with confidentiality.
• Document customer interactions accurately in the appropriate systems.
• Escalate complex or sensitive concerns to the appropriate team when necessary.
• Meet established customer service, quality, productivity, and compliance standards.
• Maintain a high level of professionalism when communicating with Australian and New Zealand customers.

Skills

Customer service experience

English communication skills

Active listening

Voice-based interactions

Banking/financial services experience

Job description

Location: Eastwood
Work Setup: In-house / On-site then Hybrid
Shift: Dayshift
Account: Australian/New Zealand Financial Services - Voice Account

Job Summary

We are looking for a Customer Service Representative (CSR) to join an in-house financial services account supporting customers in Australia and New Zealand. The role will primarily handle voice-based customer interactions, providing accurate information, resolving concerns, and assisting customers with their banking and financial service needs.

Key Responsibilities

• Handle inbound customer calls and provide professional, courteous, and efficient assistance.

• Assist customers with banking and financial service-related inquiries and concerns.

• Provide accurate information regarding products, services, transactions, and account-related matters.

• Investigate and resolve customer issues while following established processes and policies.

• Handle sensitive customer and financial information with confidentiality.

• Document customer interactions accurately in the appropriate systems.

• Escalate complex or sensitive concerns to the appropriate team when necessary.

• Meet established customer service, quality, productivity, and compliance standards.

• Maintain a high level of professionalism when communicating with Australian and New Zealand customers.|
  

Qualifications

• 2-3+ years of customer service experience, preferably supporting a banking, financial services, or similar account.

• Strong English communication skills, both verbal and written.

• Excellent active listening and customer-handling skills.

• Comfortable handling voice-based customer interactions and a high volume of calls.

• Experience in banking, financial services, insurance, payments, or related industries is highly preferred.

• Strong problem-solving and critical-thinking skills.

• Able to handle confidential and sensitive customer information appropriately.