Voice CSR - Retail Banking - B2 Level
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1 week ago
Experience
2–21 Year(s)
₱
Salary
Confidential
Location
NA
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Job Description
JOB TITLE: Voice CSR - Retail Banking - B2 Level - Relationship Manager / Personal Banker
Location: Philippines - Onsite / Hybrid (depends on site)
Work Setup: Voice Account - Shifting
ABOUT THE ROLE:
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.
WHAT'S IN IT FOR YOU:
Competitive salary and incentives
Career advancement and learning opportunities
Collaborative and supportive work environment
YOUR ROLE:
Provide excellent client service via voice support for retail banking customers
Acquire new clients and help grow CASA and deposit accounts
Cross-sell banking products including loans, credit cards, insurance, and investment products
Manage client portfolios and maintain strong client relationships
Meet sales targets and deliver quality customer service
Document interactions accurately and follow banking protocols
WHO WE'RE LOOKING FOR:
2 to 3 years of experience in Retail Banking, Wealth Management, or Investments required
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
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 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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