Start Asap - Finance CSR
Smoothmoves Quezon City Full-time
About the role
We are seeking a Finance Customer Service Representative to join our dynamic Call Centre & Customer Service team in Quezon City, Metro Manila. This is a full-time position that offers an exciting opportunity to provide exceptional financial customer support and assistance to our valued clients.As a Finance CSR, you will be the frontline of our customer service operations, handling enquiries, resolving issues, and delivering outstanding service that reflects our commitment to excellence. This role is crucial to maintaining customer satisfaction and supporting the financial needs of our diverse client base.
Key responsibilities- Answer incoming customer calls and enquiries related to financial products, services, and accounts with professionalism and accuracy
- Provide clear explanations of financial terms, policies, and procedures to customers in a manner that is easy to understand
- Process customer requests including account inquiries, transactions, payments, and balance checks
- Resolve customer complaints and issues promptly, escalating complex matters to senior team members when necessary
- Maintain detailed and accurate records of all customer interactions and transactions in our systems
- Verify customer information and ensure compliance with security protocols and data protection procedures
- Update customer accounts with relevant information and documentation as required
- Cross-sell financial products and services when appropriate, supporting company revenue objectives
- Meet performance targets including call handling time, customer satisfaction ratings, and sales goals
- Participate in ongoing training and development programmes to enhance product knowledge and service skills
- High school diploma or equivalent qualification as a minimum educational requirement
- With at least 6 months experience working in a customer service or call centre environment, preferably in the financial services sector
- Strong communication and interpersonal skills with the ability to listen actively and respond empathetically to customer needs
- Excellent problem-solving abilities and the capacity to think quickly under pressure
- Proficiency with computer systems, databases, and call centre software platforms
- Basic understanding of financial products, services, or banking concepts (training will be provided)
- Ability to multitask and manage multiple customer interactions simultaneously
- Strong attention to detail and commitment to accuracy in all transactions and record-keeping
- Professional demeanour and patience when dealing with difficult or frustrated customers
- Flexibility to work shifts, including early mornings, evenings, or weekends as required
- Fluency in English; multilingual abilities are highly desirable
What we offer
We value our employees and are committed to creating a supportive and rewarding work environment. We offer competitive remuneration packages, including performance-based incentives and bonuses. Our team members benefit from comprehensive health and wellness programmes, opportunities for career development and advancement within the company, and ongoing training initiatives to enhance your professional skills.We foster a collaborative team culture where your contributions are recognised and valued, and we provide a positive work atmosphere that promotes job satisfaction and employee engagement. Additionally, we offer flexible scheduling arrangements where possible to support work-life balance, and access to various employee benefits and discounts.
Ready to start your journey with us?
If you meet the above requirements and are eager to provide excellent customer service in a fast-paced financial environment, we would love to hear from you. Please submit your resume, a cover letter, and any relevant supporting documents. Apply now to become part of the Smoothmoves Inc.team and make a real difference in our customers' financial lives.
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