Entry-Level Financial Account Specialist

Telesys BPO

Manila

On-site

PHP 279,000 - 390,600

Full time

14 days+

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Job summary

A leading BPO company in the Philippines is seeking a Financial Account Associate to assist customers with inquiries, transaction support, and financial service requests. This entry-level position is ideal for fresh graduates or individuals with limited experience looking to start a career in banking or customer service. The role involves accurately resolving customer concerns and ensuring a seamless experience while providing information on financial products and services.

Qualifications

Open to fresh graduates and candidates with no prior financial experience.
High attention to detail and ability to work with sensitive information.
Basic understanding of financial terms or banking processes is a plus.

Responsibilities

Assist customers with inquiries related to bank accounts, credit cards, loans, billing, and transactions.
Process requests such as account updates, balance checks, disputes, and payment concerns.
Handle customer interactions via phone, email, or chat while maintaining accuracy and confidentiality.
Identify and escalate complex financial issues or fraud cases to the appropriate team.
Guide customers on financial products, digital banking tools, and service procedures.
Document customer interactions and updates in the system.
Prepare simple reports on recurring issues or customer feedback.