Customer Service Representative - Financial Account

Proselect Management Inc; Quezon City; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Retirement Plan

Job Training

Professional Development

Job summary

A banking services company in Quezon City is seeking a Customer Service Representative to handle and resolve customer inquiries. Ideal candidates should have at least 3 years of experience, preferably in a financial account role. Responsibilities include promoting digital banking tools, meeting performance targets, and building banking knowledge. This position offers government mandated benefits such as health insurance and retirement plans.

Qualifications

• At least 3 years of customer service representative experience, preferably with financial account experience.

Responsibilities

• Handle and resolve customer enquiries on first contact.
• Identify needs, provide solutions, or elevate to specialists when necessary.
• Promote digital banking and self-service tools.
• Meet customer satisfaction, risk, and performance targets.
• Build banking knowledge through training and mentorship.

Skills

Customer service skills

Problem-solving

Communication skills

Job description

Proselect Management Inc

Job Description

Government Mandated Benefits

13th Month Pay

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

Company Equipment, Retirement Plan

Professional Development

Job Training, Professional Development

Responsibilities

• Handle and resolve customer enquiries on first contact.
• Identify needs, provide solutions, or elevate to specialists when necessary.
• Promote digital banking and self-service tools.
• Meet customer satisfaction, risk, and performance targets.
• Build banking knowledge through training and mentorship.

Qualifications

• At least 3 years of CSR experience (preferably with Financial account experience)