Current jobs related to Financial Services Representative - Manila, National Capital Region - WNS Global Services, Inc.


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    Financial Services RepresentativeWe are looking for a highly motivated Financial Services Representative to join our team at Bank of the Philippine Islands (BPI). In this role, you will be responsible for building and maintaining relationships with corporate and business banking customers, identifying and capitalizing on business opportunities, and promoting...


  • Manila, National Capital Region, Philippines Sun Life Financial Full time

    At Sun Life Financial, we are committed to helping our Clients achieve lifetime financial security and live healthier lives. As a key member of our team, you will play a vital role in providing exceptional customer service experience for our Group Retirement Services clients.Job DescriptionThe Customer Care Representative is responsible for handling incoming...


  • Manila, National Capital Region, Philippines Gloire Unlimited, Co. Full time

    Gloire Unlimited, Co. is committed to delivering exceptional financial services to our clients, and we are seeking a skilled Financial Service Representative to join our team.Job Description:The Financial Service Representative will be responsible for providing personalized financial support to clients, including answering questions, resolving issues, and...


  • Manila, National Capital Region, Philippines Sterling Bank of Asia, Inc. (A Savings Bank) Full time

    Sterling Bank of Asia, Inc. (A Savings Bank) is seeking a Financial Services Representative to join our team.The ideal candidate will have excellent communication and negotiation skills, as well as a strong understanding of financial services products.The role involves providing personalized service to clients, explaining financial products and services, and...


  • Manila, National Capital Region, Philippines Manulife Financial Full time

    About the TeamWe are a dynamic team of professionals who are dedicated to delivering exceptional customer experiences and driving business growth.We work closely with branch sales and service teams to identify opportunities and deliver tailored solutions that meet clients' needs.We are passionate about building strong relationships with clients,...


  • Manila, National Capital Region, Philippines Empower Full time

    We are seeking a highly skilled Customer Service Representative to join our team at Empower. As a key member of our customer service department, you will be responsible for providing exceptional service to our clients.The ideal candidate will have a minimum of 1+ years customer service experience, preferably in the financial industry. They will also...


  • Manila, National Capital Region, Philippines Global Dominion Financing Inc. Full time

    We are looking for a talented Financial Services Representative to join our team at Global Dominion Financing Inc.As a Financial Services Representative, you will be responsible for tying up and maintaining good relationships with dealerships within the area, orienting clients and dealers about our loan process and requirements, and managing document...


  • Manila, National Capital Region, Philippines Satellite Office Full time

    About the RoleThis is an exciting opportunity for a Financial Services Representative to work with a leading Australian-based company specializing in the distribution of wholesale medical goods.As a Credit Control Specialist, you will be part of a close-knit team of six, working collaboratively to provide exceptional customer service and credit management...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    We are looking for a Financial Services Representative to join our team in Cebu City. The successful candidate will be responsible for providing financial services and products to clients, including loans, deposits, and investment products. They will also be responsible for building relationships with clients and stakeholders, and developing strategic plans...


  • Manila, National Capital Region, Philippines MANULIFE PHILIPPINES Full time

    About the RoleAs a Financial Services Representative with Manulife Philippines, you will have the opportunity to help individuals and families achieve their financial goals. This part-time position offers a flexible schedule and the chance to build a rewarding career in the financial services industry.Key Responsibilities:Meet with clients to understand...


  • Manila, National Capital Region, Philippines Financial Times Full time

    Job Opportunity:The Financial Times is seeking an experienced Accounting Services Manager to join our finance team. As a senior leader, you will be responsible for managing the accounting operations team, ensuring the delivery of high-quality financial services to our stakeholders.**Key Responsibilities:**Manage the accounting services team, including...


  • Manila, National Capital Region, Philippines beBee Careers Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Representative. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients by resolving their inquiries and issues related to financial products and services.About the RoleYou...


  • Manila, National Capital Region, Philippines beBee Careers Full time

    About the RoleThis Financial Services Representative position involves collecting overdue payments from clients, maintaining accurate records, and ensuring timely repayments.Key ResponsibilitiesCollect debts through phone calls and update client information in the Collection System.Review client accounts to identify potential payment issues and take...


  • Manila, National Capital Region, Philippines beBee Careers Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. This role will involve performing various financial transactions, including tellering, bill pay, and processing of outward clearing items.About the RoleProcess customer transactions in a timely and accurate manner.Prepare and maintain...


  • Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time

    About the Role:This Financial Services Representative role involves working in a fast-paced banking environment, achieving sales targets, and building long-term relationships with bank partners. The ideal candidate should have strong communication and interpersonal skills, as well as the ability to work onsite.Responsibilities:Conduct lead generation...


  • Manila, National Capital Region, Philippines Consistent Frozen Solutions Corporation Full time

    We're seeking a Financial Services Representative to join our team at Consistent Frozen Solutions Corporation. In this role, you will be responsible for providing exceptional customer service and ensuring timely payment from customers.Responsibilities:Process customer refunds and adjust accounts as needed.Maintain accurate records of all transactions,...


  • Manila, National Capital Region, Philippines Private Advertiser Full time

    We are seeking motivated individuals to join our team as Customer Service Representatives for a Financial Voice Account.Location: Taguig / Cebu / QuezonSetup: Full OnsiteSchedule: Night shiftKey Responsibilities:Provide world-class service excellence to clients by offering a remarkable phone and digital banking experience.Respond to inbound and outbound...


  • Manila, National Capital Region, Philippines MA Financial Group Full time

    Role Overview:The Financial Services Coordinator plays a crucial role in supporting our loan operations team, ensuring smooth processing of mortgage loan applications.Responsibilities:Assist in reviewing loan documents and application materials for accuracy and completeness.Verify income, assets, and credit reports, and complete complex income...


  • Manila, National Capital Region, Philippines Emapta Full time

    Unlock New Opportunities with Emapta's Financial Services TeamAbout the Role:We're seeking a skilled AU Paraplanner to join our team in Makati City. In this role, you'll contribute to the creation of high-quality, compliant financial advice documents and materials for our Authorised Representatives. Your expertise will ensure that our financial advisers have...


  • Manila, National Capital Region, Philippines Sun Life Financial Full time

    About Our TeamWe are a diverse and dynamic team at Sun Life Financial, committed to delivering exceptional customer service and support to our clients. As a Policy Solutions Representative, you will play a vital role in helping us achieve our goals by providing accurate and timely information to clients via telephone inquiries.This position requires strong...

Financial Services Representative

2 weeks ago


Manila, National Capital Region, Philippines WNS Global Services, Inc. Full time

At WNS Global Services, Inc., we strive to provide exceptional customer experiences through innovative solutions.

About the Role:

We are seeking a highly skilled Financial Services Representative to join our team in Quezon City. This role is perfect for individuals who enjoy working in a fast-paced environment and have excellent communication skills.

Responsibilities:
  1. Client Management: Build and maintain strong relationships with clients across 10 industries, providing tailored solutions to meet their needs.
  2. Upselling and Cross-Selling: Identify opportunities to upsell and cross-sell services to clients, driving revenue growth and increasing customer satisfaction.
  3. Communication and Customer Service: Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
Requirements:
  • Education: High school graduate or equivalent.
  • Experience: At least 6 months of BPO experience, preferably handling a Financial / Banking account.
  • Skills: Solid upselling skills, good communication skills, and good customer service skills.
  • Work Schedule: Willing to work on shifting schedules, weekends / holidays.
Benefits:
  • Structured Career Path: Opportunities for career growth and development within the company.
  • Free HMO Coverage: Comprehensive health insurance coverage from Day 1, including dependents.
  • Skills Training: Access to training programs to enhance professional skills.
  • Paid Leaves: Competitive leave policies to ensure work-life balance.

To be considered for this role, please visit our Career Hub at G/F Tera Tower, Bridgetowne Libis, Quezon City, near Opus Mall, from 10AM-4PM, Mondays - Fridays.