Job Description
Join a dynamic BFSI customer support team as a Customer Service Representative (CSR) for a leading banking and financial services account at the Alphaland Site in Makati. This onsite role offers a fast-paced, customer-first environment with competitive compensation and clear opportunities for growth within the financial services industry.
As a CSR, you will be the first point of contact for customers seeking banking assistance. You will handle inquiries, process transactions, verify information, and provide accurate guidance while maintaining strict adherence to security and compliance standards.
Key responsibilities include delivering exceptional service, resolving issues efficiently, and ensuring accurate data entry in our CRM system. You will collaborate with cross-functional teams to resolve escalations and ensure customer satisfaction, while meeting performance targets in a supportive, team-oriented setting.
We are seeking motivated individuals who communicate clearly in English (and Filipino is a plus), demonstrate strong numerical ability, and show a proactive mindset. Prior experience in BFSI or call-center environments is a bonus, but we welcome fresh professionals with a customer-service mindset who are eager to learn and grow.
On-site opportunity in Makati, with training provided and a pathway to career advancement within a reputable solutions company. If you're ready to contribute to positive customer outcomes and develop valuable skills in financial services, apply today.
Responsibilities
- Handle customer inquiries related to banking products and BFSI services via phone, chat, or email with accuracy and courtesy
- Process transactions such as payments, transfers, updates to account details, and verified requests
- Verify customer identity and ensure compliance with security, privacy, and banking policies
- Resolve or escalate issues to appropriate departments while maintaining detailed documentation
- Maintain high-quality service levels and meet daily/weekly KPIs and CSAT targets
- Accurately document interactions in the CRM system and update records promptly
- Identify opportunities to suggest suitable products or services in line with policy and customer needs
Qualifications
- High school diploma or equivalent; bachelor's degree preferred
- 6 months+ of experience in customer service or call center, BFSI experience a plus
- Excellent verbal and written communication in English; bilingual skills in Filipino are a plus
- Strong numerical ability and attention to detail
- Proficiency with basic computer applications and CRM systems
- Ability to work onsite in Makati (Alphaland Site) and in rotating or flexible shifts
- Customer-focused mindset with problem-solving skills and resilience in a fast-paced environment
- Knowledge of BFSI policies, security practices, and compliance basics is a plus