Banking Account Representative

21 hours ago


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

At PM Consulting, we are seeking a skilled Banking Account Representative to join our team. This role is ideal for individuals who enjoy working with customers and have a strong understanding of banking products and services.

Key Responsibilities:
  • Customer Assistance: Provide top-notch support to customers by answering their inquiries, processing transactions, and offering product information and advice.
  • Account Management: Assist customers in opening, closing, and managing personal and business accounts, ensuring all necessary documentation is accurate and complete.
  • Complaint Resolution: Address customer complaints promptly and professionally, identifying root causes of issues and providing timely solutions. Escalate unresolved matters to senior management as needed.
  • Transaction Processing: Process deposits, withdrawals, transfers, loan payments, and other routine banking transactions while maintaining accuracy and adherence to banking regulations.
  • Product Knowledge: Maintain an in-depth understanding of bank products and services, including savings accounts, loans, credit cards, and more. Offer customers 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.
Required Skills & Qualifications:
  • 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.


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