Financial Account Customer Service Associate — Up to 30k/mo

Concentrix Philippines; Mandaluyong; On-site; PHP 305,000 - 365,000; Full time

Job summary

Concentrix Philippines in Mandaluyong City is seeking Blended Financial Account Customer Service Associates for a full-time role. You will handle inbound and outbound calls, process transactions, and deliver exceptional service to financial account holders while maintaining high customer satisfaction.

The position offers up to 30,000 PHP monthly, with a comprehensive benefits package, flexible shift options, and opportunities for growth within the company.

Qualifications

• Experience in customer service roles, preferably call centre.
• Ability to explain financial information clearly to customers.
• Proficiency with CRM systems and basic computer skills.

Responsibilities

• Handle inbound and outbound customer calls and inquiries related to financial accounts with professionalism and empathy.
• Process account-related transactions including payments, transfers, balance inquiries, and account modifications.
• Provide accurate information regarding financial products, services, and account details to customers.
• Resolve customer complaints and issues in a timely manner, escalating complex matters to supervisors when necessary.
• Maintain detailed and accurate records of customer interactions and transaction documentation.
• Follow company policies, procedures, and regulatory compliance requirements at all times.
• Achieve and maintain performance metrics including call quality, handling time, and customer satisfaction targets.
• Identify opportunities to upsell or cross-sell financial products and services to customers.
• Collaborate with team members and supervisors to meet departmental goals and support a positive work environment.

Skills

Customer service

Strong communication

Multitasking

Problem solving

CRM familiarity

Attention to detail

Shift work

Reliability

Education

High school diploma

Tools

CRM software

Job description

Concentrix Philippines in Mandaluyong City is seeking Blended Financial Account Customer Service Associates for a full-time role. You will handle inbound and outbound calls, process transactions, and deliver exceptional service to financial account holders while maintaining high customer satisfaction.

The position offers up to 30,000 PHP monthly, with a comprehensive benefits package, flexible shift options, and opportunities for growth within the company.