Without Experience - Call Center Agent for Financial Account (up to 30k)

Telesys BPO; Manila; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading BPO company in the Philippines is seeking a Financial Account Associate to assist customers with inquiries, transaction support, and financial service requests. This entry-level position is ideal for fresh graduates or individuals with limited experience looking to start a career in banking or customer service. The role involves accurately resolving customer concerns and ensuring a seamless experience while providing information on financial products and services.

Qualifications

• Open to fresh graduates and candidates with no prior financial experience.
• High attention to detail and ability to work with sensitive information.
• Basic understanding of financial terms or banking processes is a plus.

Responsibilities

• Assist customers with inquiries related to bank accounts, credit cards, loans, billing, and transactions.
• Process requests such as account updates, balance checks, disputes, and payment concerns.
• Handle customer interactions via phone, email, or chat while maintaining accuracy and confidentiality.
• Identify and escalate complex financial issues or fraud cases to the appropriate team.
• Guide customers on financial products, digital banking tools, and service procedures.
• Document customer interactions and updates in the system.
• Prepare simple reports on recurring issues or customer feedback.

Skills

Strong communication

Active listening

Customer service skills

Attention to detail

Education

Bachelor’s degree in Finance, Business, Accounting, Economics or related field

Tools

MS Office

Google Workspace

Job description

Job Summary

We are looking for a Financial Account Associate to assist customers with account inquiries, transaction support, and basic financial service requests. This entry-level role is ideal for fresh graduates or individuals with limited experience who want to start a career in banking, fintech, customer service, or financial operations. You will provide accurate information, resolve concerns, and ensure a smooth and secure customer experience.

Key Responsibilities

• Assist customers with inquiries related to bank accounts, credit cards, loans, billing, and transactions.
• Process requests such as account updates, balance checks, disputes, and payment concerns.
• Handle customer interactions via phone, email, or chat while maintaining accuracy and confidentiality.
• Identify and escalate complex financial issues or fraud cases to the appropriate team.
• Guide customers on financial products, digital banking tools, and service procedures.
• Document customer interactions and updates in the system.
• Prepare simple reports on recurring issues or customer feedback.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or any related field (preferred but not required).
• Open to fresh graduates and candidates with no prior financial experience.
• Strong communication, active listening, and customer service skills.
• High attention to detail and ability to work with sensitive information.
• Basic understanding of financial terms or banking processes is a plus (but not required).
• Proficient in MS Office or Google Workspace.