Finance Specialist

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