Financial Services Representative

Description

Summary

Under the supervision of the Circle Leaders, the primary objective of the Customer Experience Executive position is to provide world-class service to our customers in an accurate, efficient, and respectful manner on every call as measured by different performance metrics.

Minimum Requirements :

At least High School Grad of New and Old Curriculum

Minimum of 6 months of BPO experience, in any line of business

Financial and Banking experience is preferred but not required

Main Focus Areas

Confidently navigate and source information from multiple internal systems and reference materials

Communicate in a manner that can easily be understood

Experience & Qualifications :

Previous experience in providing outstanding customer service

Confidence in using different types of technology

The ability to take ownership and solve customer enquiries

Has the ability to understand customers and relay complex messaging

Job Specific Capability :

Build and maintain effective relationships with customers, anticipate their needs, and create positive experiences

Work collaboratively with others and be able to communicate clearly

Demonstrate resilience and agility by responding constructively to change, ambiguity, and complexity

Seek to understand change and experiment to find alternative solutions

Display a willingness to do things differently in response to change

Motivated to achieve targets and work in a busy and structured environment

Key Competencies :

With Excellent English Communication (Oral and Written) and comprehension skills

Confident & excellent in interpersonal skills

Excellent Customer Service Skills- A friendly and energetic personality with a customer service focus

Understands the process of online & mobile banking

Experience with phone, email, and live chat support

Good problem-solving and critical thinking skills with a focus on issue resolution and customer satisfaction

Resourceful, able to multitask, and has high attention to details