EXL – Financial Account Customer Service Representative

Gratitude Inc

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1 day ago

EXL – Financial Account Customer Service Representative

1-2 Year(s)

₱ 25 - ₱ 35K p.m

Manila, Cebu Central Visayas, Iloilo

Job Description

Key Skills

Accounts Management

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As a Customer Service Representative for a Financial Account, you will assist customers by handling inquiries related to banking, mortgage, or financial products. You will provide accurate information, resolve customer concerns, process account-related requests, and ensure a positive customer experience while complying with company policies and financial industry regulations.

Qualifications

Applicants must meet at least one of the following experience requirements:

At least 6 months GDS (Global Distribution System) experience

At least 1 year Mortgage experience

At least 2 years Banking/Financial experience

At least 1 year BPO experience with an active FINRA License

Requirements

Excellent English communication skills

Strong customer service and problem-solving skills

Basic computer proficiency

Willing to work onsite at EXL

Willing to work on shifting schedules, weekends, and holidays

Benefits

Competitive salary package

Performance incentives

Paid training

HMO and other company benefits

Career development and advancement opportunities

Role

Account Manager

Timings

Day Shift (Internship)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

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