Financial Consultant

Gratitude Philippines; Cebu City; On-site; PHP 279,000 - 334,800; Full time

Job summary

A financial solutions provider in Cebu City is seeking a Financial Account Specialist. In this role, you will be the primary point of contact for international bank customers, handling inquiries related to account balances, transaction disputes, and credit card services. The ideal candidate must have a High School or SHS diploma and at least 1 year of experience in a Financial BPO setting. You should possess exceptional numerical skills, be detail-oriented, and committed to data integrity and security.

Qualifications

• Minimum of 1 year solid Financial BPO background is required.
• Exceptional numerical proficiency and analytical thinking are needed.
• Highly detail-oriented with a strong commitment to data integrity.

Responsibilities

• Act as a primary point of contact for international bank customers.
• Handle inquiries regarding account balances, transaction disputes, and credit card services.
• Ensure strict adherence to global financial security standards and data privacy laws.

Skills

Numerical proficiency

Analytical thinking

Education

High School Graduate or SHS Graduate

Job description

Job Description

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.

Requirements

• Education: High School Graduate (Old Curriculum) or SHS Graduate.
• Experience: Minimum of 1 year solid Financial BPO background is REQUIRED (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.