Financial Account Customer Service Representative

Hammerjack Pty Ltd; Philippines; On-site; PHP 200,000 - 260,000; Full time

Job summary

Hammerjack Pty Ltd is seeking a customer-focused Customer Service Representative to assist customers with banking, financial services, or insurance inquiries. The role emphasizes accurate information, issue resolution, and delivering excellent service.

The ideal candidate will handle inquiries via phone, chat, or email, maintain data privacy, and meet performance targets while working onsite. Willingness to work shifting schedules, weekends, and holidays is required.

Qualifications

• Excellent verbal and written communication skills.
• Strong attention to detail and problem-solving abilities.
• Customer-service oriented and professional.
• Willing to work onsite and handle confidential financial information.

Responsibilities

• Handle customer inquiries via phone, chat, or email.
• Assist customers with account-related concerns and service requests.
• Provide information on banking products, financial services, policies, and insurance coverage.
• Assist with billing, payments, and account updates.
• Verify customer information and follow security procedures.
• Research and resolve customer issues accurately and efficiently.
• Explain financial products, services, fees, and policies clearly.
• Handle sensitive information in compliance with privacy and security rules.
• Document customer interactions and transactions accurately.
• Escalate complex issues to the appropriate department.
• Meet customer satisfaction, quality, and productivity targets.
• Follow company policies and SOPs.

Skills

Excellent communication

Detail oriented

Problem solving

Education

High School Graduate

Job description

Job Description

We are looking for a customer-focused and detail-oriented Customer Service Representative (CSR) to join our team. The successful candidate will assist customers with banking, financial services, or insurance-related inquiries while providing accurate information, resolving concerns, and delivering excellent customer service.

Key Responsibilities

• Handle customer inquiries through phone, chat, or email.
• Assist customers with account-related concerns, transactions, and service requests.
• Provide information regarding banking products, financial services, policies, and insurance coverage.
• Assist with billing, payments, account updates, and other financial service concerns.
• Verify customer information and follow appropriate security and authentication procedures.
• Research and resolve customer issues accurately and efficiently.
• Explain financial products, services, fees, and policies in a clear and professional manner.
• Handle sensitive customer information while strictly following data privacy and security procedures.
• Document customer interactions and transactions accurately.
• Escalate complex or sensitive concerns to the appropriate department.
• Meet established customer satisfaction, quality, productivity, and performance targets.
• Follow company policies, compliance requirements, and standard operating procedures.

Qualifications

• Atleast High School Graduate ( Old Curriculum ) / Senior High School Graduate
• Excellent verbal and written communication skills.
• Strong attention to detail and problem-solving abilities.
• Customer-service oriented and professional.
• Comfortable handling confidential and sensitive financial information.
• Basic computer skills and ability to navigate multiple systems.
• Willing to work on shifting schedules, weekends, and holidays.
• Willing to work onsite, depending on the assigned account.

Ideal Candidate

We are looking for someone who is professional, detail-oriented, trustworthy, and customer-focused, with the ability to handle financial concerns accurately while maintaining confidentiality and delivering a positive customer experience.