Customer Service Specialist - Financial Account

Trinity Workforce Solutions Inc; Taguig; Hybrid; PHP 201,000 - 357,000; Full time

Job summary

Trinity Workforce Solutions Inc. is seeking a customer support representative in the Philippines to handle high-volume calls and provide empathetic, accurate assistance across financial products.

The role emphasizes effective communication, rapid onboarding to product knowledge, and collaboration with a team to meet service goals in a dynamic environment.

Qualifications

• Communication, information gathering, and decision-making skills are required.
• Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, and ability to multitask with computer systems.
• Ability to manage complex customer interactions using empathy, composure, and sound judgment.
• Ability to adjust to new situations and navigate different cultural contexts and workplace environments.
• Adaptability and efficiency in fast-paced, results-driven environments.
• Ability to solve problems and explain solutions effectively.
• Willingness to learn products and systems quickly and seek feedback to improve performance.
• Proficient computer literacy with tech-enabled problem solving and communication.
• 2-year college or K-12 or higher education completed
• High school graduate with 1 year customer-interfacing work experience or
• Completed a 2-year vocational/certificate course with 1 year customer-interfacing work experience

Responsibilities

• Manages upwards of 100 calls daily, delivering comprehensive support for financial products
• Utilizes customer service expertise to interpret needs and deliver continuous insights
• Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
• Excels both independently and collaboratively, driving team success and achieving goals
• Follows all regulatory and departmental practices and procedures diligently
• Takes ownership of each customer interaction while treating them with respect and responding with empathy

Skills

Communication skills

Customer support

Phone/face-to-face

Multitasking

Empathy

Cultural adaptability

Fast-paced environment

Problem solving

Product/system knowledge

Education

2-year college

K-12 curriculum

High school graduate

2-year vocational certificate

Job description

Job Responsibilities

• Manages upwards of 100 calls daily, delivering comprehensive support for financial products

• Utilizes customer service expertise to interpret needs and deliver continuous insights

• Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience

• Excels both independently and collaboratively, driving team success and achieving goals

• Follows all regulatory and departmental practices and procedures diligently

• Takes ownership of each customer interaction while treating them with respect and responding with empathy

Required qualifications, capabilities, and skills

• Communication, information gathering, and decision-making skills

• Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately

• Ability to manage complex customer interactions using empathy, composure, and sound judgment

• Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments

• Adaptability and efficiency in fast-paced, dynamic, and results-driven environments

• Ability to solve problems and effectively present and explain solutions

• Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals

• Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting

• Completed at least 2 years in college or, Completed the K-12 Curriculum or,

• High school graduate with 1 year customer-interfacing work experience or,

• Completed a 2-year vocational/certificate course with 1 year customer-interfacing work experience

Preferred qualifications, capabilities, and skills

• Developing ability to use data to understand issues and opportunities

• Developing skills in using AI technology for automation and prompt writing

Work Schedule

Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends, or night shifts/US-friendly shifts. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.