Client Service Voice Support / Retail Banking Relationship Specialist

Gratitude Inc

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23 hours ago

Client Service Voice Support / Retail Banking Relationship Specialist

2-26 Year(s)

Manila (Taguig, Makati)

Job Description

Key Skills

investment banking BPO Voice Process CSR Wealth Management core Banking experience Proficient in English Knowledge of Retail Banking Products client service experience retail banking or wealth platforms

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Job Title: Client Service Voice Support / Retail Banking Relationship Specialist

Location: Taguig - Onsite

Work Schedule: Night Shift

Salary: Confidential - Will be discussed during job offer

Job Overview:

As an integral part of the Wealth Advisors in-market team, the Wealth Solutions Center Service Specialist is dedicated to delivering superior service and problem-resolution experience to assigned bank clients through virtual channels such as phone, email, and chat.

Key Requirements:

- 2 to 3 years of relevant experience

- Client service experience in Wealth Management, Banking, or Investment

- Voice proficiency at least B2

- Must have Voice CSR + Retail Banking combo skills

- Must be currently in the Philippines with valid right to work

Core Competencies:

- Acquiring and managing retail banking clients

- Generating deposits or CASA

- Cross-selling loans, cards, insurance, investments, or other banking products

- Managing and growing a client portfolio

- Supporting branch sales and revenue targets

- Building long-term client relationships

- Delivering consultative and customer-focused service

Acceptable Adjacent Titles:

Relationship Manager / 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

Responsibilities:

- Serve as primary point of contact for service and problem resolution via phone and electronic service requests

- Develop thorough understanding of all banking products, processes, and programs

- Provide tailored solutions for clients with complex financial needs while adhering to branch operations, audit, and regulatory requirements

- Build and maintain professional relationships with Wealth advisors and internal partners

- Handle day-to-day transactional needs including transfers, overdrafts, wire agreements and time-sensitive wire requests

- Accurately document client interactions and resolutions in CRM / http://Salesforce.com

- Meet required performance standards for quality, productivity, and behavior

- Support target Client Service Measurement (CSM) scores

- Work flexible schedule including Monday to Friday 8 AM to 8 PM and Saturday 8 AM to 5 PM with weekday off for Saturday shift

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

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.

Norman Bogonko

Recruiter - Gratitude Inc

NA, kenya

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