Financial Account CSR - Start ASAP

Recruitify_HR; Muntinlupa; On-site; PHP 290,000 - 424,000; Full time

Job summary

Recruitify_HR is seeking a dedicated Customer Support representative in the Philippines to handle inbound inquiries about financial products and services. You will assist customers with account information, billing concerns, payments, and transaction inquiries, ensuring accuracy and service quality.

You will document interactions in company systems, adhere to policies, and escalate complex issues when necessary while meeting quality, productivity, and customer satisfaction targets.

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

Communication

Problem solving

Attention to detail

Document management

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.