Customer Service Representative – Financial Account + Cebu Onsite + URGENT

Logix BPO; Cebu City; On-site; PHP 300,000 - 420,000; Full time

Job summary

Logix BPO is seeking dedicated Customer Service Representatives for a Financial Services account in Cebu City. You will handle inquiries by phone, email, and chat, assisting with money transfers, account access, and status updates.

The role requires a customer-focused mindset, attention to detail, and the ability to protect sensitive information with discretion. You will verify identities, follow KYC/AML procedures, and maintain accurate records while meeting performance and quality targets.

Qualifications

• Minimum 3 years in a BPO setting, preferably handling financial services or remittance accounts.
• Strong English communication skills, both written and verbal.
• Excellent customer service mindset with problem-solving focus.

Responsibilities

• Handle customer inquiries via phone, email, and chat.
• Assist customers with financial transactions, account access, and status checks.
• Provide guidance on using financial platforms (websites and mobile apps).
• Verify customer identities and follow KYC/AML procedures.

Skills

BPO Experience

Financial Services

English Proficiency

Customer Service

KYC AML

Multitasking

Shift Work

Job description

Job Overview

We are looking for dedicated, customer-focused, and detail-oriented Customer Service Representatives to join our Financial Services Account.

The successful candidates will provide customer support through phone calls, email, and chat, assisting with financial transactions, account inquiries, and issue resolution. This role requires excellent communication skills, a strong customer service mindset, and the ability to handle sensitive customer information with accuracy and professionalism.

Key Responsibilities

• Handle customer inquiries and concerns through phone calls, email, and chat support.
• Assist customers with money transfers, account access, transaction status, and other financial service inquiries.
• Provide clear and accurate guidance on using financial services platforms, including websites and mobile applications.
• Address customer concerns related to financial transactions, account inquiries, and service-related issues.
• Verify customer identities and follow established financial compliance procedures, including KYC and AML protocols.
• Investigate customer complaints, transaction disputes, and potential fraudulent activities.
• Assist customers with transaction updates, cancellations, and refund requests in accordance with company policies.
• Escalate complex issues to the appropriate department when necessary.
• Maintain accurate records of customer interactions and transactions.
• Ensure the confidentiality and security of customer and financial information.
• Deliver professional, empathetic, and timely customer service.
• Meet established performance, quality, and customer satisfaction targets.

Qualifications and Requirements

• At least 3 years of BPO experience, preferably in a Financial Services, Banking, Fintech, or Remittance Account.
• Previous experience handling financial account-related inquiries is highly preferred.
• Excellent English communication skills, both written and verbal.
• Strong customer service, problem-solving, and interpersonal skills.
• Comfortable handling customer interactions through calls, email, and chat.
• Ability to understand customer concerns and provide clear, accurate, and appropriate solutions.
• Detail-oriented, organized, and capable of following established processes and procedures.
• Ability to multitask and manage multiple customer inquiries efficiently.
• Willingness to work on shifting schedules, weekends, and holidays.
• Familiarity with financial compliance procedures, including KYC and AML, is an advantage.
• Ability to handle sensitive customer information with confidentiality and professionalism.
• Adaptable, dependable, and eager to learn new processes and systems.