Job Description

We are looking for a customer-focused and detail-oriented Customer Service Representative (CSR) to join our team. The successful candidate will assist customers with banking, financial services, or insurance-related inquiries while providing accurate information, resolving concerns, and delivering excellent customer service.

Key Responsibilities

Handle customer inquiries through phone, chat, or email.
Assist customers with account-related concerns, transactions, and service requests.
Provide information regarding banking products, financial services, policies, and insurance coverage.
Assist with billing, payments, account updates, and other financial service concerns.
Verify customer information and follow appropriate security and authentication procedures.
Research and resolve customer issues accurately and efficiently.
Explain financial products, services, fees, and policies in a clear and professional manner.
Handle sensitive customer information while strictly following data privacy and security procedures.
Document customer interactions and transactions accurately.
Escalate complex or sensitive concerns to the appropriate department.
Meet established customer satisfaction, quality, productivity, and performance targets.
Follow company policies, compliance requirements, and standard operating procedures.

Qualifications

Atleast High School Graduate ( Old Curriculum ) / Senior High School Graduate
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Customer-service oriented and professional.
Comfortable handling confidential and sensitive financial information.
Basic computer skills and ability to navigate multiple systems.
Willing to work on shifting schedules, weekends, and holidays.
Willing to work onsite, depending on the assigned account.

Ideal Candidate

We are looking for someone who is professional, detail-oriented, trustworthy, and customer-focused, with the ability to handle financial concerns accurately while maintaining confidentiality and delivering a positive customer experience.

Financial Account Customer Service Representative