Financial Account CSR - Fixed Weekends off

Otoproject Group; Parañaque; On-site; PHP 268,000 - 357,000; Full time

Job summary

Otoproject Group is seeking a detail-oriented customer service representative to handle inbound inquiries related to financial products and services. You will assist with account information, billing concerns, payments, and transactions, while ensuring accurate documentation and adherence to company policies.

The role requires clear communication, problem-solving, and the ability to escalate complex issues when needed.

Qualifications

• Experience in customer support for financial services/products.
• Ability to explain complex information clearly to customers.
• Strong problem-solving and communication skills.
• Attention to detail and accuracy in documentation.

Responsibilities

• Handle inbound customer inquiries related to financial products and services.
• Assist customers with account information, billing concerns, payments, and transaction inquiries.
• Provide accurate information about financial products, services, and company policies.
• Process customer requests, account updates, and service inquiries efficiently.
• Resolve customer concerns while maintaining high standards of customer service.
• Document customer interactions accurately using company systems.
• Escalate complex financial concerns to the appropriate department when necessary.
• Meet quality assurance, productivity, and customer satisfaction targets.

Skills

Customer service

Financial products knowledge

Account inquiries handling

Data entry

Job description

• Handle inbound customer inquiries related to financial products and services.
• Assist customers with account information, billing concerns, payments, and transaction inquiries.
• Provide accurate information about financial products, services, and company policies.
• Process customer requests, account updates, and service inquiries efficiently.
• Resolve customer concerns while maintaining high standards of customer service.
• Document customer interactions accurately using company systems.
• Escalate complex financial concerns to the appropriate department when necessary.
• Meet quality assurance, productivity, and customer satisfaction targets.