Financial Account Specialist - Customer Care & Solutions

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

Job summary

Recruitify_HR in the Philippines is seeking a customer service associate to assist customers with questions about account balances, transactions, and general financial details.

You will handle account modifications, including updating personal information and setting up new accounts, and help customers understand the terms and conditions of financial products and services. Escalation to supervisors occurs when needed.

Responsibilities

• Respond to customer questions about balances, transactions, and financial details.
• Handle account modifications and set up new accounts.
• Explain terms and conditions of financial products.
• Escalate complex issues to the relevant department or supervisor.
• Aim to meet or exceed sales and performance benchmarks.

Job description

Recruitify_HR in the Philippines is seeking a customer service associate to assist customers with questions about account balances, transactions, and general financial details.

You will handle account modifications, including updating personal information and setting up new accounts, and help customers understand the terms and conditions of financial products and services. Escalation to supervisors occurs when needed.