Customer Service Representative (Banking) at White Cloak Technologies

Makati, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

0.0

Posted On

13 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking Products, Account Management, Digital Banking, Complaint Resolution, CRM Tools, Microsoft Office, Conflict Resolution, Data Privacy, Interpersonal Communication, Problem Solving, Multitasking

Industry

Software Development

Description

The role involves providing exceptional customer service in the banking sector, focusing on resolving inquiries and complaints while educating clients about banking products and services. The position is integral to enhancing customer satisfaction and ensuring compliance with banking regulations.Roles & Responsibilities Handle customer inquiries and provide solutions related to banking products and services. Assist clients with transactions, account management, and digital banking concerns. Resolve customer complaints efficiently while maintaining high service quality. Educate customers on new banking services, products, and promotions. Collaborate with internal teams to enhance customer service processes. Ensure compliance with banking regulations and maintain confidentiality of customer information. Required Qualifications At least 1–2 years of experience in customer service, preferably in the banking, financial services, or BPO industry. Strong communication and interpersonal skills with the ability to handle customer concerns professionally and effectively. Knowledge of banking products, services, account management, and digital banking platforms. Experience in handling customer inquiries, complaints resolution, and transaction-related concerns. Ability to multitask, work in a fast-paced environment, and maintain a high level of accuracy and attention to detail. Customer-focused mindset with strong problem-solving and conflict-resolution skills. Proficient in using CRM tools, banking systems, and basic Microsoft Office applications. Understanding of data privacy, banking regulations, and confidentiality standards. Preferred Qualifications Bachelor's degree in Business Administration, Finance, Communications, or related fields. Experience with customer relationship management (CRM) software. Familiarity with digital banking trends and technologies. Strong analytical skills to assess customer needs and improve service delivery.

Responsibilities

The role focuses on resolving customer inquiries and complaints while educating clients on banking products and services. It also involves managing transactions and ensuring strict compliance with banking regulations and confidentiality standards.