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GRATITUDE INC
APAC · AFRICA · U.S.A

Retail Banking Voice Specialist - B2 Level - Urgent Hiring

209 Views 1 week ago
Experience 2–21 Year(s)
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Salary Confidential
Location NA
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Job Description

Retail Banking Voice Specialist - B2 Level - Urgent Hiring


We are hiring a Client Service Specialist for our Retail Banking account. This is a voice role ideal for banking professionals with strong sales and client service experience.

Your Responsibilities:
- Provide excellent client service via voice support for retail banking customers
- Acquire new clients and help grow CASA and deposit accounts
- Cross-sell various banking products including loans, credit cards, insurance, and investment products
- Manage client portfolios and maintain strong relationships
- Meet sales targets and deliver quality customer service
- Document interactions accurately and follow banking protocols

Qualifications:
- With 2-3 years of experience in Retail Banking, Wealth Management, or Investments
- Must have voice account experience - B2 level English or higher
- Combined experience as Voice CSR + Retail Banking is highly preferred
- Strong background in client acquisition, generating CASA/deposits, cross-selling, and portfolio management
- Experience in any of these roles: Relationship Manager/Officer, Business Relationship Officer, Personal Banker, Priority/Premier RM, Branch Sales Officer, New Accounts Officer, Sales & Service Officer, Client Relationship Officer
- Currently based in the Philippines

Perks and Benefits:
- Competitive salary and incentives
- Career advancement opportunities
- Collaborative work environment

Key Skills

9 Skills
Banking Personal Interaction Inbound BPO BPO Voice Process BPO Call center BPO call centre retail voice operation banking relationship manager client service experience

Role Specifications

Role
Account Manager
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
ITES / BPO / Customer Service

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Gratitude Inc
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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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