Client Service Voice Support / Retail Banking Relationship Specialist

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

1. How many years of relevant client service/voice account experience do you have in banking, financial services, or wealth management?

2. Do you have experience in retail banking or wealth platforms?

3. What is your last drawn salary?

4. What is your salary expectation?

5. Are you amenable to working onsite in Taguig on a night-shift schedule?

6. 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.