Financial Services CSR: Detail‑Oriented Customer Support

Metacom Careers; Quezon City; On-site; PHP 180,000 - 240,000; Full time

Job summary

Metacom Careers is seeking a Customer Service Representative (CSR) to join our team in the Philippines. The ideal candidate handles banking, financial services, or insurance inquiries, delivers accurate information, resolves concerns, and ensures a positive customer experience.

You will manage inquiries via phone, chat, or email, verify information, and follow security procedures while supporting account-related tasks and payments.

Qualifications

• Strong verbal and written communication skills.
• Detail-oriented with strong problem-solving abilities.
• Ability to handle confidential and sensitive financial information.
• Willing to work shifting schedules, including weekends and holidays.
• Willing to work onsite, depending on assigned account.

Responsibilities

• Handle customer inquiries through phone, chat, or email.
• Assist customers with account-related concerns, transactions, and service requests.
• Provide information regarding banking products, financial services, policies, and insurance coverage.
• Assist with billing, payments, account updates, and other financial service concerns.
• Verify customer information and follow security and authentication procedures.
• Research and resolve customer issues accurately and efficiently.
• Explain financial products, services, fees, and policies clearly.
• Document customer interactions and transactions accurately.
• Escalate complex or sensitive concerns as needed.
• Meet customer satisfaction, quality, productivity, and performance targets.
• Follow company policies, compliance requirements, and SOPs.

Skills

Verbal communication

Written communication

Attention to detail

Customer-service orientation

Confidential information handling

Basic computer skills

Multi-system navigation

Professional demeanor

Education

High school diploma

Job description

Metacom Careers is seeking a Customer Service Representative (CSR) to join our team in the Philippines. The ideal candidate handles banking, financial services, or insurance inquiries, delivers accurate information, resolves concerns, and ensures a positive customer experience.

You will manage inquiries via phone, chat, or email, verify information, and follow security procedures while supporting account-related tasks and payments.