Financial Account | Customer Service Representative | Antipolo

Movate, Inc.; Antipolo; On-site; PHP 290,000 - 469,000; Full time

Job summary

Movate, Inc. in Antipolo, Philippines is seeking a Customer Service Representative to join our on-site team on shifting schedules. The role focuses on debit card inquiries in a financial services setting, requiring strong communication and problem-solving.

The successful candidate will handle inbound calls, assist with card activation, PIN resets, and account management, while maintaining privacy and security standards. CRM proficiency and teamwork are essential.

Qualifications

• Experience in customer service or call center, preferably in financial services.
• Ability to handle sensitive customer information with confidentiality.
• Proficiency with CRM tools and call center software.

Responsibilities

• Handle inbound calls about debit card accounts and basic inquiries.
• Resolve issues such as transactions, card replacements, and fraud alerts.
• Guide on access and management of debit card accounts, including PIN resets.
• Record interactions in the CRM system with details and follow-ups.
• Adhere to privacy laws, security protocols, and company policies.

Skills

Communication

Problem-solving

Confidentiality

CRM tools

MS Office

Multitasking

Tools

CRM software

MS Office

Job description

Job Title: Customer Service Representative

Location: Antipolo

Schedule: Shifting Schedules

Employment Type: Full-Time

Job Summary: We are seeking a dedicated and professional Call Center Customer Service Representative to join our team, providing excellent service to customers in a financial services environment. The primary responsibility will be assisting customers with inquiries related to debit card accounts, transactions, account management, and troubleshooting. The ideal candidate will be customer-focused, detail-oriented, and have the ability tohandle complex financial inquiries with professionalism and efficiency.

Key Responsibilities:

• Customer Support: Handle inbound calls related to debit card accounts, including inquiries on account balances, transactions, card activation, and general account management.
• Issue Resolution: Assist customers with resolving issues such as transaction disputes, card replacements, fraud alerts, and card activation.
• Account Management: Guide customers on how to access and manage their debit card accounts, including assisting with PIN resets, card renewals, and providing account information.
• Problem Solving: Investigate and resolve complex customer issues related to debit card transactions, ensuring timely resolution while maintaining high levels of customer satisfaction.
• Documentation: Accurately record customer interactions in the CRM system, including all relevant details and follow-up actions.
• Compliance: Adhere to all company policies, procedures, and regulatory requirements related to financial services, including privacy laws and security protocols.
• Collaboration: Work closely with other team members and departments to resolve customer issues and ensure a smooth customer experience.

Qualifications:

• Experience: Previous experience in a customer service or call center role, preferably within the financial services industry.

Skills:

• Excellent communication skills, both verbal and written.
• Strong problem-solving abilities and attention to detail.
• Ability to handle sensitive customer information with confidentiality and care.
• Proficiency in using call center software, CRM tools, and Microsoft Office Suite.
• Ability to multitask and manage a high volume of calls while maintaining quality service.

Desired Attributes:

• Positive, customer-first attitude with a focus on delivering solutions.
• Strong organizational skills with the ability to manage multiple tasks efficiently.
• Ability to adapt quickly to changes in procedures and systems.
• Team-oriented with a collaborative approach to problem-solving.
• Dependability and ability to handle challenging customer interactions with professionalism.

Working Conditions:

• This position may require flexible hours, including holidays and weekends.
• This is for a full-time work on site setup.

Job Overview

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