Financial Services Professional

4 days ago


Angeles City, Central Luzon, Philippines beBeeCustomerService Full time ₱15,000 - ₱25,000
Financial Services Associate

The Financial Services Associate role is pivotal in delivering exceptional customer service to clients. Key objectives include providing timely, accurate, and personalized support to meet client needs.

The primary responsibility of this role is to provide banking services to clients in a professional and courteous manner. This includes handling various transactions such as deposits, withdrawals, payments, and other miscellaneous transactions efficiently and accurately.

The Financial Services Associate will also be responsible for collaborating with team members to achieve common goals and objectives. This includes working together to scan, file signature cards, and manage bank documents.

To maintain security standards, the Financial Services Associate will verify the authenticity of received notes and review all check transactions. Additionally, they will be responsible for cross-selling existing branch clients on relevant products and services.

Addressing queries or directing clients interested in other bank products to the relevant teams is another key aspect of this role. The goal is to foster a 'WOW' customer experience through consistent excellence in service delivery.



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