CLIENT SERVICE VOICE SUPPORT / RETAIL BANKING SPECIALIST

Gratitude Inc

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2 hours ago

CLIENT SERVICE VOICE SUPPORT / RETAIL BANKING SPECIALIST

2-3 Year(s)

Manila (Taguig)

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Job Description

Key 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

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

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:

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

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

14 slots available — Apply now!

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

Banking / Financial Services

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.

Piyush Rathi

Recruiter - Gratitude Inc

NA, india

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