Customer Service Agent

6 days ago


Cebu, Philippines Growthfn Full time

Job Summary:
The Customer Service Agent for a Financial Account is responsible for assisting clients with inquiries, issues, and transactions related to financial products and services. The agent serves as the primary point of contact for customers, delivering exceptional support, providing accurate information, and ensuring satisfaction in a professional manner.

Key Responsibilities:

Customer Support:

Handle inbound and outbound calls, emails, and chat inquiries from customers regarding financial services, including account information, transactions, and general financial guidance.
Address and resolve customer issues promptly, providing accurate information on products, services, and account status.
Transaction Assistance:

Guide customers through account transactions such as deposits, withdrawals, transfers, and payments.
Help customers with account setups, updates, and troubleshooting any transaction-related issues.
Financial Guidance:

Educate customers on financial products, features, and benefits, promoting understanding and helping them make informed decisions.
Offer support on online banking, mobile app features, and other digital financial tools.
Compliance and Security:

Ensure all interactions comply with financial regulations, company policies, and security protocols.
Verify customer identities as per security guidelines, maintaining confidentiality and safeguarding sensitive financial data.
Issue Resolution:

Handle complaints professionally, escalating issues as necessary to ensure timely and effective resolution.
Record and track customer interactions in the CRM system, documenting solutions and feedback.
Cross-Selling and Retention:

Identify opportunities to promote additional products or services that meet the customer’s financial needs.
Assist in customer retention efforts by providing proactive and solution-oriented service.
Requirements:

Education: High school diploma or equivalent; a degree in finance, business, or a related field is a plus.
Experience: Previous customer service experience, ideally in finance, banking, or call center environments.
Skills:
Strong communication skills, both verbal and written.
Problem-solving abilities and attention to detail.
Proficiency in CRM software, MS Office, and online banking systems.
Ability to remain calm and professional under pressure.
Knowledge: Basic understanding of financial products, services, and regulations.
Preferred Qualifications:

Certification in customer service or finance-related courses.
Experience with data protection and handling sensitive financial information.
Working Conditions:

Availability to work in shifts, including evenings and weekends, based on client needs.
Ability to work in a fast-paced, high-volume call center environment.



  • Cebu City, Central Visayas, Philippines Talent Outsourcing Channel Solutions Full time

    We are seeking a Customer Service Agent to handle customer inquiries regarding home security systems. The ideal candidate will provide exceptional customer service, answering phone calls, responding to customer needs, and working closely with field technicians for on-site support when required.Key Responsibilities:Answering customer phone calls and...


  • Cebu, Philippines Growthfn Full time

    Job Summary: The Customer Service Agent for a Financial Account is responsible for assisting clients with inquiries, issues, and transactions related to financial products and services. The agent serves as the primary point of contact for customers, delivering exceptional support, providing accurate information, and ensuring satisfaction in a professional...


  • Cebu, Philippines Neksjob Philippines Full time

    Job Title: Call Center AgentWe are seeking a highly motivated and customer-focused Call Center Agent to join our team at Neksjob Philippines.Job Summary:The Call Center Agent will be responsible for providing exceptional customer service to our clients over the phone. This is an excellent opportunity for individuals who are passionate about delivering great...


  • cebu, Philippines Neksjob Full time

    Job Description A Customer Service Analyst plays a crucial role in ensuring that customer service operations are efficient, effective, and aligned with business goals. This position is essential for analyzing customer service data, identifying trends, and providing actionable insights to improve the overall customer experience. Within the customer service...


  • Cebu, Philippines Neksjob Full time

    Job Title: Customer Service AgentWe are seeking a highly skilled and customer-focused Customer Service Agent to join our team at Neksjob.About the Role:As a Customer Service Agent, you will be responsible for providing exceptional customer service to our clients through various communication channels, including phone, email, and chat.Key...


  • Cebu, Philippines Neksjob Full time

    We are seeking a highly skilled Customer Service Agent to join our team at Neksjob in Cebu. As a Customer Service Agent, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues they may have. Your excellent communication skills, both written and verbal, will be essential in...


  • cebu, Philippines Neksjob Full time

    Job Description A Customer Service Analyst plays a crucial role in ensuring that customer service operations are efficient, effective, and aligned with business goals. This position is essential for analyzing customer service data, identifying trends, and providing actionable insights to improve the overall customer experience. Within the customer service...


  • Cebu, Philippines TASQ Staffing Solutions Full time

    Job Title: Call Center AgentLocation: OnsiteDepartment: Customer ServiceReports To: Call Center AgentJob Summary:As a Call Center Agent, you will serve as the primary point of contact between our company and our customers. You will handle inbound and outbound calls, address customer inquiries, resolve issues, and provide information about products and...


  • Cebu, Philippines Neksjob Full time

    Job Title: Customer Service Agent Job Summary: We are seeking a highly skilled and customer-focused Customer Service Agent to join our team at Neksjob. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their queries and concerns in a timely and professional...


  • Cebu, Philippines Neksjob Full time

    Get Hired Now as - Customer Service Agent - With / Without Experience - Cebu Site - Up to 15k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services. What Are...


  • Cebu, Philippines Growthfn Full time

    Job Type: Full-time Job Summary: As a Customer Service Agent specializing in auto insurance, you will be responsible for delivering top-notch customer support to clients by addressing their auto insurance-related inquiries, processing policy changes, and resolving issues. This role requires excellent communication skills, a strong understanding of auto...


  • Cebu City, Central Visayas, Philippines Eteam Workforce Inc Full time

    Job Title: Customer Service Agent - Reservation SpecialistAbout Eteam Workforce IncEteam Workforce Inc is a reputable company that offers various job opportunities for individuals who are looking to start their career in customer service. Our team is dedicated to providing excellent service to our clients and we are seeking highly skilled and motivated...

  • Customer Service Agent

    6 months ago


    Cebu, Philippines Neksjob Philippines Full time

    As a call center agent, you will be the first point of contact for customers, providing customer satisfaction and professional assistance and utilizing excellent communication skills. QUALIFICATIONS? HS Grad (old curriculum) or SHS Grad At least 1 year Customer Service Experience (not limited to BPO) Excellent communication skills Amenable to start...

  • Customer Service Agent

    2 months ago


    Cebu, Philippines Neksjob Full time

    Customer Service Agent - No Experience Required - Cebu - 21k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services Qualifications: At least HS grad (old...


  • Cebu, Philippines Neksjob Full time

    Open for Freshers! - Customer Service Agent - No Experience Required - Cebu Site - Up to 21k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or...


  • Cebu, Philippines Neksjob Full time

    We are looking for a - Customer Service Agent - With / Without Experience - Cebu Site - Up to 17.5k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or...


  • Cebu, Philippines Neksjob Full time

    Get Hired Now as - Customer Service Agent - With / Without Experience - Cebu Site - Up to 15k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services. What Are...


  • Cebu, Philippines Growthfn Full time

    Job Type: Full-time Job Summary: As a Customer Service Agent specializing in auto insurance, you will be responsible for delivering top-notch customer support to clients by addressing their auto insurance-related inquiries, processing policy changes, and resolving issues. This role requires excellent communication skills, a strong understanding of auto...

  • Customer Service Agent

    6 months ago


    Cebu, Philippines Neksjob Philippines Full time

    As a call center agent, you will be the first point of contact for customers, providing customer satisfaction and professional assistance and utilizing excellent communication skills. QUALIFICATIONS? HS Grad (old curriculum) or SHS Grad At least 1 year Customer Service Experience (not limited to BPO) Excellent communication skills Amenable to start...


  • Cebu, Philippines Neksjob Full time

    Job Title: Open for Newbies Job Summary: We are seeking a highly motivated and customer-focused Call Center Agent to join our team at Neksjob. As a Call Center Agent, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their issues in a timely and professional...