Financial Services Client Advisor

telus digital; Philippines; On-site; PHP 312,000 - 469,000; Full time

Job summary

TELUS Digital in Philippines seeks a Financial Services Representative to be the first contact for clients with banking questions. You will deepen relationships by understanding needs, resolve issues, and guide clients to appropriate products and self-serve options.

This role requires working from the office, with CST business hours Monday to Friday 8:00am–7:00pm and Saturday 8:00am–1:00pm. You will handle account and product inquiries across Online Banking, Bill Pay, and more.

Qualifications

• Experience in client service or contact center settings.
• Strong communication and problem-solving skills.
• Ability to work independently in a secure workspace.

Responsibilities

• Interact with clients to understand needs and resolve inquiries.
• Educate clients on self-serve options e.g., Online Banking/US Mobile App.
• Escalate issues per policy and ensure compliant handling.

Skills

Client engagement

Problem solving

Attention to detail

Communication skills

Teamwork

Tools

CRM systems

Call handling systems

Case management systems

Job description

TELUS Digital in Philippines seeks a Financial Services Representative to be the first contact for clients with banking questions. You will deepen relationships by understanding needs, resolve issues, and guide clients to appropriate products and self-serve options.

This role requires working from the office, with CST business hours Monday to Friday 8:00am–7:00pm and Saturday 8:00am–1:00pm. You will handle account and product inquiries across Online Banking, Bill Pay, and more.