Financial Services Representative

2 weeks ago


Batangas, Calabarzon, Philippines beBeeCustomer Full time ₱150,000 - ₱250,000
Job Overview

This role is responsible for providing exceptional customer service and support to clients in the Business Center.

About the Role

We are seeking a highly skilled and motivated individual to join our team as a Service Associate. The successful candidate will be responsible for delivering high-quality service to our customers, ensuring compliance with internal policies and external regulatory rules, and supporting business objectives through excellent customer delivery and other service-related initiatives.

The ideal candidate will have strong communication and interpersonal skills, be able to work effectively in a fast-paced environment, and have a keen eye for detail.

Key Responsibilities
  • Provide competent, timely, and error-free over-the-counter services to customers in the Business Center.
  • Ensure compliance with internal policies, BSP/AMLA regulations, and other external regulatory rules.
  • Recognize risk areas and eliminate risks by consistently implementing bank policies and procedures.
  • Support business objectives through excellent customer service delivery and other service-related initiatives of the branch.
Requirements
  • Able to ensure efficiency on par with the Business Center's Service Standards (e.g., standard line wait, service time within acceptable turn around time, error-free processing of transactions, etc.).
  • Can support in various process improvement and technology implementation on all systems being used in the branch and implements accurately in line with the prescribed policies and procedures of the bank.
  • Capable in engaging to the business center's clients and offer an excellent customer service and experience.
  • Works in a systematic manner to keep up with administrative functions delegated to him/her.
Skills and Qualifications
  • Graduate of any 4-year course.
  • Fresh graduates are welcome to apply.
  • An individual who is capable to deal with complexity, efficient in decision-making, diligent, and practices effective time management in his/her work.
  • Has controlling and monitoring skills and has a sense of security awareness.
  • Empathic and can easily engage with people.
  • Highly compassionate and is committed to the organization, people and service oriented, and has concern for order, quality, and accuracy.
Benefits
  • Opportunity to work in a dynamic and growing industry.
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
Others
  • Full-time position.
  • Finance and Customer Service job function.
  • Banking industry.
  • Entry-level position.


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