Financial Account Specialist: Customer Growth & Support

Recruitify_HR; Makati; On-site; PHP 268,000 - 469,000; Full time

Job summary

Recruitify_HR in Makati is seeking a finance customer service specialist to answer questions about balances, transactions, and general financial details. You will assist clients with account information and basic service requests.

You will explain terms and conditions of financial products, guide customers through procedures, and escalate complex issues to supervisors as needed. The role also involves meeting sales and performance targets.

Responsibilities

• Respond to customer questions about account balances, transactions, and general financial details.
• Handle account modifications, including updating personal information, closing accounts, and setting up new ones.
• Help customers comprehend the terms and conditions of financial products and services.
• Forward complex or unresolved concerns to the relevant department or supervisor when needed.
• Achieve or surpass sales goals and performance benchmarks established by the company.

Job description

Recruitify_HR in Makati is seeking a finance customer service specialist to answer questions about balances, transactions, and general financial details. You will assist clients with account information and basic service requests.

You will explain terms and conditions of financial products, guide customers through procedures, and escalate complex issues to supervisors as needed. The role also involves meeting sales and performance targets.