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GRATITUDE INC
APAC · AFRICA · U.S.A

CLIENT SERVICE VOICE SUPPORT / RETAIL BANKING SPECIALIST

308 Views 2 weeks ago
Experience 2–3 Year(s)
₱
Salary Confidential
Location Manila (Taguig)
74 candidate(s) already applied

Job Description

HIRING: CLIENT SERVICE VOICE SUPPORT / RETAIL BANKING SPECIALIST

Location: Taguig
Work Setup: 100% Onsite
Shift: Night Shift
Salary: Confidential – discussed during Job Offer
Headcount: 14
Start: ASAP / As available

What We’re Looking For

We’re looking for professionals with Retail Banking + Voice Customer Service experience who enjoy building strong client relationships and providing excellent financial service.

Ideal background includes:

  • 2–3 years of relevant experience in Banking, Financial Services, Wealth Management, or Investment
  • Voice Customer Service / CSR experience
  • Retail Banking or Wealth platform experience
  • Client relationship management and problem resolution
  • Experience with banking products and transactions
  • Strong communication skills (B2 voice proficiency or higher)
  • Customer-focused and consultative approach

Relevant titles include: Relationship Manager/Officer, Personal Banker, Relationship Associate, Business Relationship Officer, Branch Sales Officer, New Accounts Officer, Sales & Service Officer, or Client Relationship Officer.

Note: Experience matters more than job title. Candidates with strong retail banking + client service exposure are encouraged to apply.

Key Responsibilities

  • Assist Wealth clients with service requests and problem resolution
  • Handle banking transactions and client inquiries through voice and digital channels
  • Build strong relationships with clients, advisors, and internal teams
  • Provide accurate and timely solutions while following banking and regulatory guidelines
  • Document client interactions and resolutions
  • Meet quality, productivity, and service-level targets

Recruitment Process

CV Screening → Validation & Further Screening → Client Review

Quick Pre-Screening

Please answer the following in the questionnaire:

  1. How many years of relevant voice client service experience do you have in banking/financial services/wealth management?
  2. Do you have Retail Banking or Wealth platform experience?
  3. What is your last drawn salary?
  4. What is your salary expectation?
  5. Are you amenable to 100% onsite work in Taguig + night shift?
  6. When can you start once hired?

Interested? Apply here:
https://myglit.com/lateral/cref/44cfa9b3c3

14 slots available — Apply now!

Key Skills

21 Skills
CRM (Customer relationship Management) Quality assurance Sales Service Stakeholder Management Salesforce BPO Voice Process Communication Skills Client Acquisition client management consultative selling Wealth Management Financial Services CASA banking operations Strong knowledge in Regulatory Compliances Service Level Agreements, Contracts Investment products Knowledge of Retail Banking Products client service experience retail banking or wealth platforms

Role Specifications

Role
Account & Financial Services
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services

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About Company

Gratitude Inc
Employer

Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.

Piyush Rathi
Recruiter - Gratitude Inc
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