Financial Consultant

Sapient Global Services

Quezon City

On-site

PHP 312,480

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Paid financial account and compliance training
Clear career growth and promotion opportunities
Supportive and professional environment

Job summary

A leading BPO service provider in Metro Manila is hiring Customer Service Representatives for a Financial Account. You will assist customers with banking and financial inquiries, provide professional support, and ensure compliance with regulations. The role offers a competitive salary of up to 28K monthly plus incentives and opportunities for career growth. Candidates should have strong communication skills and be willing to work onsite with shifting schedules.

Qualifications

  • High School or Senior High School Graduate (College level or graduate is a plus).
  • Good English communication skills.
  • Strong customer service, problem-solving, and numerical skills.
  • Basic computer knowledge and multitasking ability.
  • Willing to work onsite in Metro Manila.
  • Amenable to shifting schedules.

Responsibilities

  • Handle inbound customer inquiries related to banking, loans, credit cards, or financial services.
  • Provide accurate information on account details, transactions, interest rates, and financial products.
  • Resolve customer concerns efficiently and professionally.
  • Document all interactions and transactions accurately in the system.
  • Escalate complex or urgent issues to supervisors when necessary.
  • Meet quality, productivity, and customer satisfaction metrics.

Skills

Good English communication skills
Strong customer service skills
Problem-solving skills
Numerical skills
Basic computer knowledge
Multitasking ability

Education

High School or Senior High School Graduate

Job description

Customer Service Representative – Financial Account

Metro Manila | Onsite

Telesys BPO

About Telesys BPO

Telesys is growing! Join our team of Customer Service Representatives and enjoy a competitive salary, performance incentives, benefits, paid training, continuous coaching, and a supportive people-first work environment with long-term career growth. Our offices are conveniently located in Metro Manila and easily accessible via public transportation, giving you a stable and rewarding career—just like hundreds of our team members who have built their careers with us.

Job Description

We are hiring Customer Service Representatives for a Financial Account to assist customers with banking, loan, or financial service inquiries. You will provide accurate and professional support while ensuring compliance with financial regulations and company policies.

Key Responsibilities
  • Handle inbound customer inquiries related to banking, loans, credit cards, or financial services via phone, chat, or email
  • Provide accurate information on account details, transactions, interest rates, and financial products
  • Resolve customer concerns efficiently and professionally
  • Document all interactions and transactions accurately in the system
  • Escalate complex or urgent issues to supervisors when necessary
  • Meet quality, productivity, and customer satisfaction metrics
Work Schedule & Training
  • Shifting schedules, including nights, weekends, and holidays
  • Full paid financial account and compliance training provided
What to expect
  • Detail-oriented, compliance-driven environment
  • Exposure to banking and financial processes
Requirements
  • High School or Senior High School Graduate (College level or graduate is a plus)
  • Good English communication skills
  • Strong customer service, problem-solving, and numerical skills
  • Basic computer knowledge and multitasking ability
  • Willing to work onsite in Metro Manila
  • Amenable to shifting schedules
Why Work for Us?

At Telesys BPO, we value accuracy, compliance, and employee growth.

Compensation & Benefits
  • UP TO 28K monthly basic plus incentives
  • Paid financial account and compliance training
  • Clear career growth and promotion opportunities
Workplace Culture
  • Supportive and professional environment
  • Continuous coaching and mentorship
  • Employee engagement and recognition programs
Apply Now

Build a stable and rewarding career in financial services with Telesys BPO. Apply today and help customers navigate their banking and financial needs efficiently.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Local Account | Customer Service Representative (CSR) - BPO Exp Not Required
Local Account | Customer Service Representative (CSR) - BPO Exp Not Required

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
HMO with 2 FREE Dependents
+3
Customer Service Representative (CSR) | Data Entry
Customer Service Representative (CSR) | Data Entry

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
Fast-Track Career Growth
+5
Customer Service Representative (Financial | In-house)
Customer Service Representative (Financial | In-house)

Proselect Management Inc • Quezon City

Hybrid
Customer Service Representative (Financial Account) - Local/International Account
Customer Service Representative (Financial Account) - Local/International Account

Telesys BPO • Makati

On-site
Commission
Performance Bonus
Health Insurance
+6
Customer Service Representative(Financial Account + Pasig/Taguig)
Customer Service Representative(Financial Account + Pasig/Taguig)

J-K Network Services • Taguig

On-site
Weekends-off | Customer Service Representative (CSR) - Up to 25K
Weekends-off | Customer Service Representative (CSR) - Up to 25K

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
HMO with 2 FREE Dependents
+3
Call Center Agent | Local Account | Non-voice and Voice
Call Center Agent | Local Account | Non-voice and Voice

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
Fast-Track Career Growth
+6
High school grad accepted | Customer Service Representative (CSR) - Up to 25K
High school grad accepted | Customer Service Representative (CSR) - Up to 25K

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
HMO with 2 FREE Dependents
+4
Customer Service Representative (CSR) | No BPO experience needed
Customer Service Representative (CSR) | No BPO experience needed

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
Flexible Shifts
+2
Data Entry | Customer Service Representative (CSR) - Up to 25K
Data Entry | Customer Service Representative (CSR) - Up to 25K

Sapient Global Services • Quezon City

On-site
Competitive Salary
Monthly Commissions
Fast-Track Career Growth
+5