Client Service Voice Support / Retail Banking Relationship Specialist

Gratitude Inc

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21 hours ago

Client Service Voice Support / Retail Banking Relationship Specialist

2-3 Year(s)

Manila (Taguig)

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Job Description

Key Skills

Customer Service Strong Communication Skills (Verbal and Written)) Problem-Solving Skills English (B2 level) Knowledge of Retail Banking Products retail banking or wealth platforms

2 candidate(s) have already applied for this Job. Apply now

Client Service Voice Support / Retail Banking Relationship Specialist

Location: Taguig, Philippines
Work Setup: 100% Onsite
Shift: Night Shift
Headcount: 14
Salary: Confidential – discussed during the job offer

Role Overview

We are looking for Client Service Voice Support / Retail Banking Relationship Specialists with experience in retail banking, financial services, wealth management, or investment. The ideal candidate should have strong voice customer service skills combined with retail banking and client relationship experience.

Key Responsibilities

Serve as the primary point of contact for banking/wealth clients and advisors through phone and electronic service requests.
Handle client inquiries, transactions, and problem resolution with accuracy and professionalism.
Develop strong knowledge of banking products, processes, and programs.
Provide tailored solutions for clients with complex financial needs while following operational, audit, and regulatory requirements.
Build and maintain professional relationships with Wealth Advisors and internal stakeholders.
Handle day-to-day client transactions, including transfers, overdrafts, and other service requests.
Facilitate and process time-sensitive wire requests with a high level of accuracy.
Document client interactions and resolutions accurately in CRM/Salesforce.
Meet quality, productivity, service-level, and behavioral performance standards.
Support the Wealth division in achieving Client Service Measurement (CSM) targets.
Perform other duties as assigned.

Preferred Background

Candidates with experience in the following areas are encouraged to apply:

Retail Banking Relationship Management
Client Acquisition and Portfolio Management
CASA / Deposit Generation
Cross-selling Loans, Cards, Insurance, Investments, or Banking Products
Branch Sales & Revenue Support
Personal Banking / Priority Banking
Client Relationship Management
Consultative Customer Service

Relevant Job Titles

Relationship Manager / Relationship Officer
Relationship Associate
Business Relationship Officer
Personal Banker
Priority / Premier Relationship Manager
Branch Sales Officer / Associate
New Accounts Officer
Sales & Service Officer
Client Relationship Officer

Required Skills & Qualifications

2–3 years of relevant experience in client service, banking, financial services, wealth management, or investment.
Experience in a voice customer service environment.
Retail Banking + Voice CSR experience is preferred.
Voice proficiency of at least B2 level.
Strong communication and problem-solving skills.
Strong customer relationship and service orientation.
Ability to handle financial transactions accurately and confidentially.
Ability to work onsite and support a night-shift schedule.
Applicants must currently be in the Philippines and have the legal right to live and work in the country.

Important

Candidates will be assessed based on relevant experience and transferable skills, not only their current job title.

Recruitment Process

CV Screening → Validation / Workday & HRI Toolkit Review → Client Review

Pre-Screening Questions

How many years of relevant client service/voice account experience do you have in banking, financial services, or wealth management?
Do you have experience in retail banking or wealth platforms?
What is your last drawn salary?
What is your salary expectation?
Are you amenable to working onsite in Taguig on a night-shift schedule?
When are you available to start once hired?

Apply Now

Questionnaire Link: https://myglit.com/lateral/cref/d0d4ad775e

Please complete the questionnaire with accurate information to proceed with the application.

Role

Customer Service Executive

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.

Abhishek Kumar

Recruiter - Gratitude Inc

NA, india

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