Financial Operations Specialist

3 weeks ago


Cebu, Philippines Neksjob Full time
Financial Voice Specialist

We are seeking a highly skilled professional to fill this role.

Key Responsibilities:
  • Voice Communication Management: Oversee and manage all aspects of voice communication technologies within the financial services sector, ensuring seamless communication with clients and stakeholders.
  • Client Support: Provide voice-based support to clients, addressing inquiries related to financial products, services, and account management.
  • Financial Analysis: Conduct analysis of voice communication data to identify trends and areas for improvement in client interactions and service delivery.
  • Training and Development: Develop training programs and materials for staff on effective voice communication techniques and the use of voice technology tools.
  • Integration of Technologies: Collaborate with IT teams to integrate voice communication platforms with existing financial systems (e.g., CRM, ERP) to enhance operational efficiency.
  • Compliance and Risk Management: Ensure all voice communications adhere to regulatory requirements and internal compliance policies, including data protection and security standards.
  • Process Improvement: Identify and implement process improvements related to voice interactions and financial service delivery, enhancing client satisfaction and operational efficiency.
  • Reporting and Analytics: Prepare reports and dashboards that summarize key metrics related to voice communication performance and client interactions.
Qualifications:
  • At least High School Graduate / SHS Graduate
  • With or without call center experience
  • Financial Background is a plus
  • Willing to work onsite
Skills / Knowledge Needed:
  • Fluency in written and spoken business English
  • Fast, Accurate, Efficient data entry skills


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