Client Service Specialist - Retail Banking (Voice Account)

Gratitude Inc

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2 hours ago

Client Service Specialist - Retail Banking (Voice Account)

2-21 Year(s)

Job Description

Key Skills

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

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About the Role

We are looking for a skilled and motivated Client Service Specialist - Retail Banking (Voice Account) to join our team. The ideal candidate will help deliver high-quality solutions while working closely with cross-functional stakeholders. This role requires ownership, attention to detail, clear communication, and a practical approach to solving real business problems.

Responsibilities

Develop, test, and maintain reliable, scalable, and user-focused solutions.
Collaborate with product, design, and business teams to understand requirements and deliver outcomes.
Write clean, maintainable, and well-documented work following best practices.
Troubleshoot issues, optimize performance, and improve overall quality.
Track progress, communicate updates clearly, and contribute to continuous improvement.

Qualification

- 2-3 years in Retail Banking, Wealth Management, or Investments

- Client service experience with voice support - B2 proficiency or higher

- Combined Voice CSR + Retail Banking background preferred

- Proven track record in: acquiring retail banking clients, generating CASA/deposits, cross-selling banking products (loans, cards, insurance, investments), and managing client portfolios

- Open to applicants with experience as: Relationship Manager/Officer, Business Relationship Officer, Personal Banker, Priority/Premier RM, Branch Sales Officer, New Accounts Officer, Sales & Service Officer, or Client Relationship Officer

- Must be currently based in the Philippines and eligible to work

Skills

Strong foundation in role-relevant tools, platforms, and best practices.
Ability to plan, execute, measure, and improve work with attention to detail.
Good communication, ownership, collaboration, and time-management skills.

Preferred Skills

Experience with modern workflows, reporting, automation, and production-grade delivery.
Familiarity with agile practices, documentation, and cross-functional collaboration.
Ability to mentor teammates and contribute to process improvements.

Benefits

Competitive compensation and growth opportunities.
Collaborative work culture with learning and development support.
Opportunity to work on meaningful products and business problems.

Work Environment

This role offers a professional, collaborative environment where team members are encouraged to take ownership, share ideas, and deliver high-quality work.

Equal Opportunity

We are an equal opportunity employer and welcome applicants from all backgrounds. All qualified candidates will receive consideration based on skills, experience, and role fit.

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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