Client Service Specialist - Retail Banking (Voice Account)

Gratitude Inc

96 Views

6 days ago

Client Service Specialist - Retail Banking (Voice Account)

2-21 Year(s)

Manila (Taguig, Fairview Quezon City)

Job Description

Key Skills

Banking Personal Interaction Inbound BPO BPO Voice Process BPO Call center BPO call centre retail voice operation banking relationship manager client service experience

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*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

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Norman Bogonko

Recruiter - Gratitude Inc

NA, kenya

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