Customer Support for Financial Acount (Cebu City)

TalentSync Training and Development; Cebu City; On-site; PHP 223,000 - 391,000; Full time

Job summary

TalentSync Training and Development is seeking a dedicated Customer Support for Financial Account professional to join our Cebu City team. You will be the first point of contact for clients, providing guidance and solutions to ensure their financial account needs are met promptly.

This full-time role emphasizes customer service excellence, compliance, and clear communication as you assist customers with account information, transactions, and product features.

Qualifications

• Minimum high school or senior high school graduate with at least 1 year experience in financial BPO, bank teller, or financial advisor roles.
• Experience in customer service, call centre, or related field is required.
• Strong communication skills for explaining financial concepts clearly.
• Good problem-solving and customer-centric approach.
• Ability to multitask and handle high-volume interactions.
• Attention to detail and accuracy with financial information.
• Patience and empathy when assisting diverse customers.
• Knowledge of financial services or account management is preferred.
• Fluency in English; additional languages are a plus.

Responsibilities

• Respond to customer inquiries via phone, email, and other channels.
• Provide comprehensive support regarding financial account information and transactions.
• Resolve customer issues promptly while maintaining service quality.
• Process account-related requests and administrative tasks.
• Educate customers about financial products and account features.
• Maintain accurate records of interactions and account details.
• Adhere to compliance and security protocols.
• Escalate complex issues to senior team members as needed.
• Contribute to continuous improvement of processes and procedures.

Skills

Financial BPO experience

Bank Teller experience

Financial product knowledge

English fluency

Customer service

Education

HS/SHS Graduate

Job description

We areseeking a dedicated Customer Support for Financial Account professional to join our growing team in Cebu City. This is a full-time position that plays a crucial role in delivering exceptional customer service to our financial account clients. You will be the first point of contact for customers, providing support, guidance and solutions to ensure their financial account needs are met promptly and professionally. This role is essential to maintaining customer satisfaction and building lasting relationships with our client base.

What you'll be doing

1. Responding to customer enquiries via phone, email and other communication channels with professionalism and efficiency
2. Providing comprehensive support regarding financial account information, transactions and account management
3. Resolving customer issues and complaints in a timely manner whilst maintaining service quality standards
4. Processing account-related requests including updates, changes and administrative tasks
5. Educating customers about financial products, services and account features
6. Maintaining accurate records of customer interactions and account details in company systems
7. Adhering to compliance requirements and security protocols relevant to financial services
8. Escalating complex issues to senior team members when necessary
9. Contributing to continuous improvement of customer service processes and procedures

What we're looking for

1. At least HS (old cur) /SHS grad + At least 1 year Financial BPO experience, or At least 1 year Bank Teller experience, or At least 1 year Financial Advisor experience
2. Previous experience in customer service, call centre operations or a related field
3. Strong communication skills with the ability to explain financial concepts clearly to customers
4. Excellent problem-solving abilities and a customer-centric approach
5. Ability to multitask and manage high-volume customer interactions
6. Keen attention to detail and accuracy when handling financial information
7. Patience, empathy and professional demeanour when dealing with diverse customer needs
8. Knowledge of financial services, banking or accounts management (preferred)
9. Fluency in English; additional language skills are advantageous
10. Relevant certification or training in customer service or financial services (preferred)