Financial Customer Service Representative
Taguig, National Capital Region
Posted 28 days ago
- Company:
- BPOJobOpenings
- Company Description:
- We are dedicated to providing exceptional BPO solutions across a wide range of industries. With years of experience and a focus on delivering high-quality services, we pride ourselves on creating opportunities for people from all walks of life to grow, learn, and build rewarding careers. We offer a dynamic work environment where team members are valued, supported, and empowered to achieve their full potential. Our team-oriented culture fosters collaboration, innovation, and continuous development. Whether you're just starting your career or are an experienced professional, we have diverse job openings that cater to a variety of skill sets. Why Work With Us? Competitive salaries and benefits Flexible work arrangements (remote options available) A diverse and inclusive work environment Professional growth and training opportunities A supportive leadership team that values employee input and well-being
- Contract Type:
- Full Time
- Experience Required:
- 1 year
- Education Level:
- Senior High School
- Number of vacancies:
- 100
Job Description
We are seeking a dedicated and results-driven Financial Customer Service Representative with experience in the financial services industry. The ideal candidate will be a graduate or 3rd-year college undergraduate of a financial course with at least some background in financial services, such as a Sun Life Advisor, Collections Agent, or Bank Employee. Financial CCE (customer contact experience) is highly preferred. If you’re passionate about the financial industry and enjoy assisting clients with their financial needs, we’d love to have you on board!
Key Responsibilities:
Provide excellent customer service for financial services-related inquiries, including but not limited to account management, loan servicing, policy information, and financial products.
Assist clients in understanding their financial products, policies, and accounts.
Handle inbound calls and assist customers in resolving issues related to their accounts, payments, and transactions.
Provide accurate and clear information about financial products and services to both potential and existing clients.
Document and track customer interactions and resolutions in the CRM system.
Collaborate with internal teams to ensure smooth resolution of customer issues.
Maintain up-to-date knowledge of financial products, services, and industry regulations to provide accurate information.
Meet or exceed performance targets and KPIs related to customer service and financial services.
Qualifications:
Graduate or 3rd-year college undergraduate of a financial course (e.g., Finance, Accounting, Economics, Business Administration).
Any financial-related experience in a non-BPO setting, such as Sun Life Advisor, Collections Agent, or Bank Employee.
Financial CCE experience (Customer Contact Experience) is a significant advantage.
Strong understanding of financial products, services, and customer service processes.
Excellent verbal and written communication skills in English.
Ability to communicate complex financial information in a clear and easy-to-understand manner.
Strong problem-solving and analytical skills.
Ability to manage multiple tasks effectively in a fast-paced environment.
Strong attention to detail and accuracy in all tasks.
Why Join Us?
Competitive salary and performance-based incentives.
Opportunities for career growth and development within the financial services sector.
Comprehensive training on financial products and customer service excellence.
A dynamic and supportive team environment where your skills will be valued.
