Financial Services Representative

1 week ago

Quezon City, National Capital Region, Philippines PM Consulting Full time
Job Description

As a Financial Services Representative at PM Consulting, you will be responsible for providing exceptional customer service and support to our clients. Your key responsibilities will include:

Key Responsibilities
  • Customer Assistance: Provide assistance to customers regarding account inquiries, transaction processing, product information, and general banking services.
  • Account Management: Assist customers with opening, closing, and managing personal and business accounts, ensuring that all necessary documentation is completed accurately.
  • Complaint Resolution: Address customer complaints, identify root causes of issues, and provide timely and effective solutions. Escalate unresolved matters to senior management as necessary.
  • Transaction Processing: Process deposits, withdrawals, transfers, loan payments, and other routine banking transactions while ensuring accuracy and compliance with banking regulations.
  • Product Knowledge: Maintain an in-depth understanding of bank products and services (e.g., savings accounts, loans, credit cards, etc.) and provide customers with relevant information and advice to meet their financial needs.
  • Compliance: Ensure adherence to all bank policies, industry regulations, and legal requirements when processing transactions or handling customer data.
  • Relationship Building: Build and maintain strong relationships with customers to foster loyalty and increase customer satisfaction.
  • Sales & Upselling: Identify opportunities for upselling additional bank services (such as loans, credit cards, etc.) based on customer needs and refer them to the appropriate department.
Requirements
  • Experience: Minimum of 2 years of experience in a customer service or banking role.
  • Education: High School diploma or equivalent required.
  • Communication Skills: Strong verbal and written communication skills to interact effectively with customers, colleagues, and management.
  • Problem-Solving: Ability to address and resolve customer issues promptly and professionally.
  • Interpersonal Skills: Excellent interpersonal skills with a focus on providing outstanding customer service.
  • Attention to Detail: Strong attention to detail, ensuring accuracy in transactions and account management.
  • Teamwork: Ability to work effectively both independently and as part of a team.
  • Product Knowledge: A sound understanding of banking products, services, and regulations.

We offer a competitive salary range of $55,000 - $70,000 per year, depending on experience. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply.

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