Financial Accounts Support Specialist

TalentSync Training and Development; Cebu City; On-site; PHP 223,000 - 391,000; Full time

Job summary

TalentSync Training and Development is seeking a dedicated Customer Support for Financial Account professional to join our Cebu City team. You will be the first point of contact for clients, providing guidance and solutions to ensure their financial account needs are met promptly.

This full-time role emphasizes customer service excellence, compliance, and clear communication as you assist customers with account information, transactions, and product features.

Qualifications

• Minimum high school or senior high school graduate with at least 1 year experience in financial BPO, bank teller, or financial advisor roles.
• Experience in customer service, call centre, or related field is required.
• Strong communication skills for explaining financial concepts clearly.
• Good problem-solving and customer-centric approach.
• Ability to multitask and handle high-volume interactions.
• Attention to detail and accuracy with financial information.
• Patience and empathy when assisting diverse customers.
• Knowledge of financial services or account management is preferred.
• Fluency in English; additional languages are a plus.

Responsibilities

• Respond to customer inquiries via phone, email, and other channels.
• Provide comprehensive support regarding financial account information and transactions.
• Resolve customer issues promptly while maintaining service quality.
• Process account-related requests and administrative tasks.
• Educate customers about financial products and account features.
• Maintain accurate records of interactions and account details.
• Adhere to compliance and security protocols.
• Escalate complex issues to senior team members as needed.
• Contribute to continuous improvement of processes and procedures.

Skills

Financial BPO experience

Bank Teller experience

Financial product knowledge

English fluency

Customer service

Education

HS/SHS Graduate

Job description

TalentSync Training and Development is seeking a dedicated Customer Support for Financial Account professional to join our Cebu City team. You will be the first point of contact for clients, providing guidance and solutions to ensure their financial account needs are met promptly.

This full-time role emphasizes customer service excellence, compliance, and clear communication as you assist customers with account information, transactions, and product features.