A Financial Account Customer Service Agent is responsible for providing customer support and assistance related to financial products and services. Their role involves addressing customer inquiries, resolving issues, and ensuring a positive customer experience. Here's a job description for this role in bullet points:
- Customer Assistance: Provide customer support for financial products and services, including banking, credit cards, loans, investments, and insurance.
- Inquiries Handling: Address customer inquiries and concerns related to account balances, transactions, statements, and account access.
Assist customers with account setup, online banking, and mobile app usage.
- Problem Resolution: Investigate and resolve customer issues, such as unauthorized transactions, billing discrepancies, and account disputes.
Process and track customer requests for account changes, updates, or closures.
- Product Knowledge: Maintain a deep understanding of the financial institution's products, services, and policies.
Provide customers with information about interest rates, fees, and account features.
- Payments and Transactions: Assist customers with making payments, transferring funds, and reconciling transactions.
Troubleshoot issues related to declined payments or failed transactions.
- Fraud Prevention: Identify and report suspicious or fraudulent activities on customer accounts.
Educate customers on security best practices and steps to safeguard their accounts.
- Account Access Assistance: Assist customers with resetting passwords, recovering account access, and navigating online banking platforms.
- Regulatory Compliance: Ensure compliance with financial industry regulations and data security standards.
Handle customer data with confidentiality and protect sensitive information.
- Financial Guidance: Provide basic financial advice, such as budgeting tips, savings strategies, and information on available financial products.
- Documentation and Record Keeping: Document customer interactions, including details of inquiries, resolutions, and follow-up actions.
Maintain accurate records for auditing and reporting purposes.
- Cross-Selling and Up-Selling: Identify opportunities to promote and cross-sell additional financial products and services to customers when appropriate.
Job Type: Full-time
Salary: Php18,000.00 - Php25,000.00 per month
Benefits:
- Company Christmas gift
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
Schedule:
- 8 hour shift
- Shift system
Supplemental pay types:
- 13th month salary
- Performance bonus
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