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Finance Specialist

  • Posted a day ago
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Job Description

Client Support Specialist - Detailed Hiring Profile

  • Medium to high level of expertise in U.S. financial institutions, including banking products, servicing practices, and client expectations
  • Minimum 3 years of experience in a contact center or client service environment supporting U.S. clients
  • Strong understanding of customer service standards, escalation handling, and issue resolution in a financial services setting
  • Excellent communication, interpersonal, and problem-solving skills
  • Demonstrated ability to work effectively in a fast-paced, high-volume, and compliance-driven environment
  • Experience using CRM, call handling, and case management systems
  • Strong attention to detail, sound judgment, and commitment to risk and policy adherence
  • Samples of contact interactions in scope include:
  • Initiating and submitting non-fraud disputes on CRS
  • Declined Transactions Inquiries
  • Transaction Inquiry
  • Balance Inquiry
  • Payment Inquiry
  • Online/ Mobile Banking/Zelle/Bill Pay technical support
  • Activate Card
  • Updating Contact Info
  • PIN Resets
  • Monetary Movements
  • CD Renewals
  • CD Closures

Qualifications:

At least 3 Years of Financial BPO experience (International)

At least Highschool Graduate

Must be amenable working on Shifting schedules and Holiday and Weekends

Amenable to work in Quezon City

More Info

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About Company

Job ID: 153657315

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