Financial Accounts & Services Specialist

Recruitify_HR; Maasin; On-site; PHP 167,000 - 279,000; Full time

Job summary

Recruitify_HR in the Philippines seeks a customer service professional to respond to questions about account balances, transactions, and general financial details.

You will handle account modifications, explain terms and conditions of financial products, forward complex issues to the appropriate department, and help achieve sales targets. This on-site role is based in Maasin, Southern Leyte, with a focus on accuracy and customer satisfaction.

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 seeks a customer service professional to respond to questions about account balances, transactions, and general financial details.

You will handle account modifications, explain terms and conditions of financial products, forward complex issues to the appropriate department, and help achieve sales targets. This on-site role is based in Maasin, Southern Leyte, with a focus on accuracy and customer satisfaction.