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Financial Account Specialist

Company

Recruitify_HR

Location

manila, metro manila

Posted

June 14, 2026

Position Overview

Job Description

We are hiring Customer Service Representatives for a Financial Account to assist customers with banking, loan, or financial service inquiries. You will provide accurate and professional support while ensuring compliance with financial regulations and company policies.

Key Responsibilities

  • Handle inbound customer inquiries related to banking, loans, credit cards, or financial services via phone, chat, or email.
  • Provide accurate information on account details, transactions, interest rates, and financial products.
  • Resolve customer concerns efficiently and professionally.
  • Document all interactions and transactions accurately in the system.
  • Escalate complex or urgent issues to supervisors when necessary.
  • Meet quality, productivity, and customer satisfaction metrics.

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