Makati - Client Engagement Specialist
2 days ago
We're committed to bringing passion and customer focus to the business.
This role provides specialized, high-quality customer service to members of a credit union via dedicated voice or chat channels within a contact center environment. Associates support a wide range of member needs including account inquiries, online banking assistance, transaction support, and basic financial service guidance-strictly service-focused, with no sales or upselling expectations. Voice and chat channels are managed through separate queues, and agents are not required to switch between modes, ensuring focus and depth of service in one channel.
Candidates must have a minimum of 1 year of BPO experience, preferably in a customer-facing role within the financial services industry. A strong customer-first mindset, active listening, and the ability to resolve issues efficiently while maintaining compliance with policies and regulations are essential for success.
The role requires empathy, professionalism, and problem-solving in every member interaction. Associates are responsible for maintaining a high standard of service quality, adhering to compliance requirements and working collaboratively to meet individual and team performance goals.
This position also offers opportunities for career advancement and compensation growth. Advancement requires demonstrated proficiency in additional interaction types.
Key Responsibilities:
- Provide accurate, courteous, and efficient service to members via voice or chat (depending on queue assignment).
- Handle inquiries related to account balances, fund transfers, online/mobile banking access, card issues, and general banking needs.
- Maintain up-to-date knowledge of products, policies, and digital tools.
- Ensure compliance with financial regulations and internal service standards.
- Participate in ongoing training to support continuous skill development and service quality.
- Minimum 1 year of BPO experience, preferably in a financial services or call center setting.
- Strong verbal and written communication skills.
- Comfortable handling high volumes of customer interactions with professionalism.
- Proficient in navigating systems and tools to resolve member issues accurately.
- High school diploma or equivalent required.
- Amenable to work onsite at Buendia, Makati
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