Financial Consultant

Recruitify_HR; Cebu City; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services company in Cebu City is seeking a Financial Account Specialist to serve as the primary point of contact for international bank customers. You will handle inquiries related to account balances, transaction disputes, and credit card services, ensuring strict adherence to financial security standards. Candidates must have at least 1 year of experience in a Financial BPO environment and demonstrate exceptional numerical proficiency and analytical thinking skills.

Qualifications

• Minimum of 1 year solid experience in a Financial BPO environment.
• Strong commitment to data integrity and compliance with security standards.

Responsibilities

• Serve as the primary contact for international bank customers.
• Address inquiries regarding account balances, disputes, and credit card services.

Skills

Numerical proficiency

Analytical thinking

Attention to detail

Education

High School Graduate or SHS Graduate

Job description

Overview

As a Financial Account Specialist, you will act as a primary point of contact for international bank customers. You will handle inquiries regarding account balances, transaction disputes, and credit card services while ensuring strict adherence to global financial security standards and data privacy laws.

Responsibilities

• Serve as the primary point of contact for international bank customers and address inquiries related to account balances, transaction disputes, and credit card services.

Qualifications

• Education: High School Graduate (Old Curriculum) or SHS Graduate.
• Experience: Minimum of 1 year solid Financial BPO background (e.g., Banking, Collections, or Credit Card accounts).
• Skills: Exceptional numerical proficiency and analytical thinking.
• Mindset: Highly detail-oriented with a strong commitment to data integrity.