Financial Customer Service Representative
418 Views
1 week ago
Experience
0–1 Year(s)
₱
Salary
₱ 25 – 27K
p.m
Location
Cebu Central Visayas (Lapu Lapu city)
1 candidate(s) already applied
Job Description
About the Role
We are looking for customer-focused and highly motivated individuals to join our Financial Services team. If you have strong communication skills and experience in a call center environment, we'd love to hear from you
Responsibilities
Assist customers with inquiries related to financial products, services, accounts, transactions, and billing.
Resolve customer concerns and complaints by identifying issues and providing timely, accurate solutions.
Verify customer information while maintaining compliance with company policies and data privacy regulations.
Accurately document customer interactions, requests, and resolutions in the company's CRM or internal systems.
Educate customers on available financial products, services, and account features when appropriate.
Meet or exceed key performance indicators (KPIs), including customer satisfaction, quality assurance, productivity, and attendance.
Escalate complex or unresolved issues to the appropriate department or supervisor when necessary.
Maintain a high level of confidentiality and professionalism when handling sensitive customer and financial information.
Stay up to date with company policies, procedures, and financial regulations to ensure accurate service delivery.
Qualifications
High School or Senior High School graduate.
Excellent verbal and written communication skills.
Strong customer service orientation and problem-solving abilities.
Willing to work onsite.
Able to work in a fast-paced environment and handle customer inquiries professionally.
Opportunity to build a career in the financial services industry.
Supportive and collaborative work environment.
Comprehensive training and career growth opportunities.
Work Environment
This role offers a professional, collaborative environment where team members are encouraged to take ownership, share ideas, and deliver high-quality work.
Key Skills
5 Skills
Microsoft Office
Multitasking
Teamwork
Good time management skills
Effective communication, stakeholder management, and time discipline
Role Specifications
Role
Customer Service Executive
Timings
Rotational Shifts (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
ITES / BPO / Customer Service
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About Company
Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.
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