Financial Account CSR - Voice/Non-Voice

Recruitify_HR; Makati; On-site; PHP 223,000 - 357,000; Full time

Job summary

Recruitify_HR in Manila is seeking a customer service specialist to handle inbound inquiries related to financial products and services, assist with account information, billing concerns, payments, and transactions. You will document interactions in company systems, escalate complex issues, and strive to meet quality, productivity, and customer satisfaction targets.

The role emphasizes accuracy, compliance with policies, and clear communication with customers.

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.

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.