Client Service Voice Support/Retail Banking Relationship Specialist

Gratitude Inc

41 Views

4 hours ago

Client Service Voice Support/Retail Banking Relationship Specialist

2-3 Year(s)

Manila (Taguig)

Job Description

Key Skills

retail banking or wealth platforms

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

Client Service Voice Support / Retail Banking Relationship Specialist

Location: Taguig City

Work Setup: 100% Onsite

Shift: Night Shift

Work Eligibility: Open to candidates currently based in the Philippines with valid authorization to live and work in the country

Build Stronger Client Relationships Through Exceptional Banking Service

We are looking for Client Service Voice Support / Retail Banking Relationship Specialists to join a growing wealth and banking support team.

This role is ideal for professionals who combine retail banking knowledge, client relationship management, voice-based customer service, and problem-solving skills. You will serve as a key point of contact for banking and wealth clients, providing timely solutions while building trusted, long-term relationships.

If you have experience in retail banking, relationship management, personal banking, wealth management, or voice customer service, this could be an excellent opportunity to take your career to the next level.

What You'll Do

- Serve as a primary point of contact for Wealth clients and advisors, handling service requests and resolving client concerns through phone and digital channels.

- Deliver personalized, consultative service based on each client's banking needs.

- Handle day-to-day banking transactions and service requests accurately and efficiently, including transfers, overdrafts, and other account-related concerns.

- Manage time-sensitive wire requests and wire agreements, ensuring accuracy and compliance with established procedures.

- Develop strong knowledge of banking products, services, processes, and program updates.

- Provide appropriate solutions for clients with complex financial needs while following operational, audit, and regulatory requirements.

- Build effective working relationships with Wealth Advisors and internal teams to resolve client needs.

- Document client interactions, requests, and resolutions accurately in CRM/Salesforce.

- Consistently meet established quality, productivity, service-level, and behavioral standards.

- Contribute to strong Client Service Measurement (CSM) results and overall client satisfaction.

- Perform other responsibilities as assigned.

What We're Looking For

- 2–3 years of relevant professional experience.

- Background in Retail Banking, Wealth Management, Investment, Financial Services, or Client Service.

- Strong combination of voice customer service and retail banking experience.

- B2-level or higher English/voice proficiency.

- Strong client relationship-building and communication skills.

- Ability to understand client needs and provide appropriate, accurate solutions.

- Strong attention to detail, particularly when handling financial transactions and sensitive client information.

- Comfortable working with CRM/Salesforce and digital communication channels.

- Ability to work effectively in a fast-paced, target-driven service environment.

- Willingness to work onsite in Taguig and on a flexible schedule.

We encourage applications from professionals with experience as:

- Relationship Manager / Relationship Officer

- Relationship Associate

- Business Relationship Officer

- Personal Banker

- Priority / Premier Relationship Manager

- Branch Sales Officer / Associate

- New Accounts Officer

- Sales and Service Officer

- Client Relationship Officer

- Wealth Management Client Service Specialist

- Banking Customer Service Representative with retail banking experience

Your Experience Could Be a Strong Match If You Have

- Retail banking client acquisition and portfolio management experience

- CASA/deposit generation experience

- Cross-selling of loans, credit cards, insurance, investments, or other financial products

- Client portfolio growth experience

- Branch sales and revenue target exposure

- Retail banking relationship management

- Consultative customer service

- Wealth or investment client servicing

- Voice-based banking/customer service experience

Note: We assess candidates based on their actual experience, capabilities, and transferable skills, not simply their current job title.

Important

This role is primarily focused on retail banking and wealth client service. Candidates whose experience is exclusively in commercial/corporate banking, credit evaluation, commercial lending, or SME portfolio management may not be the closest fit unless they also have substantial retail banking and client-acquisition experience.

Ready for Your Next Banking Opportunity?

If you are a customer-focused banking professional who can combine strong voice communication, financial services knowledge, problem resolution, and relationship management, we would love to hear from you.

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Semi-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.

Uloaku Mkav

Recruiter - Gratitude Inc

NA, nigeria

0+ Followers

500+ Posts

View Profile

Interview Tips

Giving the VNA round?
What are the most important skills you acquired as a Soft Skills/VNA trainer?
How would you handle an irate customer?

Get the Best Jobs
on your Fingertips

Confidential

Manila, Philippines

Details