Spanish Bilingual - Finance

Create Synergies Inc.; Pasay; On-site; PHP 279,000 - 446,400; Full time

Job summary

Create Synergies Inc. in Metro Manila, Pasay, is seeking a Spanish bilingual Customer Service Representative – Finance to support Spanish- and English-speaking clients with financial products and account inquiries.

You will deliver accurate, timely resolutions while ensuring compliance with policies and financial regulations.

Qualifications

• Fluent in Spanish and English (spoken and written).
• 6 months to 1 year of customer service experience, preferably in financial services.
• High school diploma; college degree preferred.
• Strong communication and interpersonal skills.
• Proficient with CRM systems and Microsoft Office.
• Ability to multitask in a fast-paced environment.
• Willing to work shifting schedules, weekends, holidays, onsite or hybrid if required.

Responsibilities

• Provide exceptional customer service to Spanish- and English-speaking customers via phone, email, or chat.
• Handle inquiries related to financial accounts, payments, billing, transactions, account balances, statements, and general financial services.
• Assist customers with account maintenance, payment processing, dispute resolution, and service requests.
• Accurately document customer interactions and update account information in the CRM or customer management system.
• Investigate customer concerns and provide timely, accurate, and effective resolutions.
• Escalate complex issues to the appropriate departments when necessary while ensuring proper follow-up.
• Educate customers on financial products, services, policies, and self-service options.
• Ensure compliance with company policies, data privacy regulations, and financial industry standards.
• Meet or exceed key performance indicators (KPIs) for quality, productivity, customer satisfaction, and attendance.
• Collaborate with internal teams to deliver a seamless customer experience.
• Stay updated on product knowledge, process changes, and compliance requirements.

Skills

Bilingual Spanish/English

Customer service

CRM proficiency

Communication skills

Multitasking

Time management

Active listening

Interpersonal skills

Education

High school diploma

College degree preferred

Tools

CRM systems

Microsoft Office

Job description

We are seeking a highly motivated Spanish Bilingual Customer Service Representative - Finance to provide exceptional customer support to Spanish- and English-speaking clients regarding financial products, services, and account-related inquiries. The ideal candidate has strong communication skills, excellent problem-solving abilities, and a customer-centric mindset, with the ability to deliver accurate and timely resolutions while ensuring compliance with company policies and financial regulations.

Key Responsibilities

• Provide exceptional customer service to Spanish- and English-speaking customers via phone, email, or chat.
• Handle inquiries related to financial accounts, payments, billing, transactions, account balances, statements, and general financial services.
• Assist customers with account maintenance, payment processing, dispute resolution, and service requests.
• Accurately document customer interactions and update account information in the CRM or customer management system.
• Investigate customer concerns and provide timely, accurate, and effective resolutions.
• Escalate complex issues to the appropriate departments when necessary while ensuring proper follow-up.
• Educate customers on financial products, services, policies, and self-service options.
• Ensure compliance with company policies, data privacy regulations, and financial industry standards.
• Meet or exceed key performance indicators (KPIs) for quality, productivity, customer satisfaction, and attendance.
• Collaborate with internal teams to deliver a seamless customer experience.
• Stay updated on product knowledge, process changes, and compliance requirements.

Qualifications

• Fluent in Spanish and English (written and verbal).
• Minimum of 6 months to 1 year of customer service experience, preferably in a financial services, banking, insurance, or BPO environment.
• High school diploma or equivalent required; college degree preferred.
• Strong communication, active listening, and interpersonal skills.
• Excellent problem-solving and conflict resolution abilities.
• Proficient in using CRM systems, Microsoft Office, and other customer support tools.
• Ability to multitask and work efficiently in a fast-paced environment.
• Willing to work shifting schedules, weekends, holidays, and onsite or hybrid, if required.

Preferred Qualifications

• Experience supporting banking, credit card, lending, mortgage, collections, or financial accounts.
• Experience working in an international customer service or shared services environment.
• Knowledge of financial terminology and customer account servicing processes.

Key Competencies

• Bilingual Communication (Spanish & English)
• Customer Service Excellence
• Financial Account Support
• Problem Solving
• Conflict Resolution
• Attention to Detail
• Time Management
• Adaptability
• Team Collaboration
• Customer Focus