Position Description:
The Helpdesk Analyst - Personal Banking delivers exceptional service to customers by understanding their financial needs and providing guidance on products and solutions that are in their best interest. This role supports clients through multiple channels and collaborates with internal partners to ensure a seamless and positive banking experience.
Your future duties and responsibilities:
• Deliver outstanding customer service to clients, identifying needs and providing accurate information and guidance on banking products and services.
• Handle customer inquiries and requests via phone, email, or in-person with professionalism, accuracy, and efficiency.
• Resolve issues using problem-solving, technical reasoning, and sound judgment to ensure customer satisfaction.
• Maintain a high level of knowledge of banking products, policies, procedures, and operational systems.
• Produce quality work with timely and accurate turnaround.
• Follow established procedures and escalate complex issues appropriately.
• Support additional tasks as assigned to achieve branch and business objectives.
Required qualifications to be successful in this role:
• At least HS Graduate
• Experience in customer service with BPO is an advantage
• Career shifters with CSR experience are all welcome to apply.
• Proficient in written and verbal communication in the English language.
• Keen attention to detail.
• Proficient computer and technical skills.
• Solid analytical and problem-solving skills.
• Good process mapping ability.
• Proactive, service minded and able to multi-task.
• Good interpersonal skills (empathy, verbal dexterity, etc.)
Skills:
Helpdesk Analyst - Personal Banking • Ortigas, Philippines
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