Financial Account Support Specialist

Recruitify_HR; Taguig; On-site; PHP 201,000 - 312,000; Full time

Job summary

Recruitify_HR in the Philippines is seeking a customer service specialist to respond to inquiries about account balances, transactions, and general financial details. You will assist with account updates, including changing personal information, closing accounts, and setting up new ones.

You will help customers understand terms and conditions of financial products and services. Alongside handling routine queries, you will forward complex issues to the appropriate department or supervisor and

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 the Philippines is seeking a customer service specialist to respond to inquiries about account balances, transactions, and general financial details. You will assist with account updates, including changing personal information, closing accounts, and setting up new ones.

You will help customers understand terms and conditions of financial products and services. Alongside handling routine queries, you will forward complex issues to the appropriate department or supervisor and