Customer Service Representative Financial Account

Gratitude Philippines; Cebu City; On-site; PHP 223,200 - 334,800; Full time

Job summary

A local customer service company in Cebu City is seeking a dedicated customer service representative to manage high-volume customer interactions via voice, chat, and email. The role involves handling inquiries about transactions and maintaining strict confidentiality of financial data. Candidates should have at least a high school diploma and 1-3 years of experience in customer service. This full-time position offers a great opportunity for those looking to excel in a supportive work environment.

Qualifications

• 1-3 years of experience in customer service.
• Ability to perform customer interactions via voice, chat, or email.
• Familiarity with CRM tools.

Responsibilities

• Handle high-volume customer contacts professionally.
• Respond to inquiries about transactions and services.
• Investigate complaints and provide resolutions.

Skills

Customer Service

Scheduling

Problem Solving

Team Player

Salesforce

Account Management

Financial Literacy

Technical Skills

Organizational Skills

Interpersonal Skills

Education

High School Diploma

Job description

On-site - Cebu 1-3 Yrs Exp High/Senior High School Full-time

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Job Description

Job responsibilities:

Customer interaction (voice / chat / email)

• Handle high-volume inbound and outbound customer contacts professionally.
• Respond to inquiries about balances, recent transactions, statements, and services.
• Log transaction disputes and unauthorized activity reports.
• Place temporary holds or blocks as per process guidelines.
• Escalate suspected fraud cases to risk/fraud investigation team.

Complaint management

• Investigate customer complaints and provide first-level resolution.
• Follow escalation matrix for complex or sensitive cases.

Documentation & compliance

• Accurately document all interactions in CRM tools.
• Follow client process guidelines and quality standards.
• Maintain strict confidentiality of customer financial data.
• Adhere to regulatory, compliance, and data-protection policies.

Team & process responsibilities

• Participate in training, refreshers, and calibration sessions.
• Stay updated on client policies, process changes, and product updates.
• Support team goals and maintain professional work ethics.

Qualifications:

• Amenable to work onsite

Customer Service Scheduling Problem Solving Team Player Salesforce Account Management Financial Literate Technical Skills Organizational Skills Interpersonal Skills

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