Client Service Specialist - Retail Banking (Voice Account)

*JOB TITLE: Client Service Specialist - Retail Banking (Voice Account)*

*Work Setup:* Onsite in Taguig

*Work Shift:* Night Shift

*Salary:* Confidential (To be discussed upon offer)

*CORE PROFILE:*

Ideal candidates should have experience in several of the following:

- Acquiring and managing retail banking clients

- Generating deposits or CASA

- Cross-selling loans, cards, insurance, investments, or other banking products

- Managing and growing a client portfolio

- Supporting branch sales and revenue targets

- Building long-term client relationships

- Delivering consultative and customer-focused service

*OPEN TO THESE BACKGROUNDS:*

- Relationship Manager / Officer / Associate

- Business Relationship Officer

- Personal Banker

- Priority or Premier Relationship Manager

- Branch Sales Officer / Associate

- New Accounts Officer

- Sales and Service Officer

- Client Relationship Officer

*QUALIFICATIONS:*

- 2 to 3 years of relevant experience

- Client service experience in Wealth Management, Banking, or Investment

- Voice proficiency at least B2

- With Voice CSR + Retail Banking combo experience

- Open to applicants currently in the Philippines with the right to live and work in the country

*KEY RESPONSIBILITIES:*

- Serve as primary point of contact for service and problem resolution for Wealth clients via phone and electronic requests

- Maintain deep knowledge of banking products, processes, and programs

- Provide tailored solutions for clients with complex financial needs

- Build and maintain professional relationships with Wealth advisors and internal partners

- Handle day-to-day transactional needs (transfers, overdrafts, wires) with efficiency and accuracy