Financial

We are mass hiring Financial across our Quezon City sites! Earn Up to 47K Monthly. Open to those college graduate of Bachelor of Science in Nursing with at least 1 year BPO experience are open to apply!

Duties and Responsibilities

1. Customer Assistance

Greet and assist clients in person, by phone, email, or chat.Respond to inquiries about financial products and services (e.g., accounts, loans, credit cards, investment options).Provide information on account balances, transactions, interest rates, and fees.

2. Account Management

Open, update, and close customer accounts following company policies. Process deposits, withdrawals, fund transfers, and loan or credit applications. Verify customer identity and maintain accurate records for compliance.

3. Problem Resolution

Investigate and resolve customer issues such as payment errors, disputed charges, or account discrepancies. Escalate complex problems to supervisors or specialized departments when necessary. Follow up to ensure customer satisfaction and issue resolution.

4. Financial Product Support

Explain financial products and services clearly, ensuring customers understand their options. Promote and cross-sell suitable banking or financial products that meet customer needs. Assist customers with online banking and digital financial tools.

5. Compliance and Security

Adhere to financial regulations (e.g., AML, KYC, data protection). Ensure all customer interactions and transactions meet legal and organizational standards. Protect customer confidentiality and handle sensitive data securely.

6. Documentation and Reporting

Maintain detailed customer records and interaction logs. Prepare reports on customer activity, feedback, and recurring issues. Monitor account activity for unusual or suspicious behavior.

7. Team Collaboration

Coordinate with other departments such as loans, fraud prevention, and operations. Participate in training sessions to stay updated on financial products and compliance requirements. Share customer insights to help improve products and processes.

Key Skills Required

Strong communication and interpersonal skills.

Knowledge of financial products and regulatory compliance.

Problem-solving and analytical thinking.

Proficiency with banking software and CRM systems.

Attention to detail and ability to work under pressure.

Qualifications

At least 2 years BPO experience

College graduate of Bachelor of Science in Nursing

At least 1 year BPO experience

Why Join Us?

Salary package up to 47k

HMO from day 1

Life insurance

Government Mandated Benefits

13th Month Pay

Apply today and get hired immediately!