Business Support Specialist
VAA Philippines
ERPTableau
Customer Service Representative
Teamified
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteJob Level
Mid-LevelSenior
About the role
- **Key Responsibilities:**
- 1. Customer Support:
- - Respond to customer inquiries regarding financial products, accounts, and transactions via phone, email, or chat.
- - Provide accurate and clear explanations of financial processes and policies.
- - Resolve customer complaints and issues promptly, ensuring satisfaction and compliance with financial regulations.
- 2. Financial Expertise:
- - Assist customers with finance-specific needs, including payments, account management, and product recommendations.
- - Identify discrepancies in accounts and collaborate with the finance team for resolution.
- - Stay updated on company financial products, industry trends, and regulatory requirements.
- 3. Problem Solving and Resolution:
- - Handle escalated issues related to finance with a focus on providing effective and timely solutions.
- - Identify recurring issues and recommend process improvements to enhance customer experience.
- 4. Data Management and Reporting:
- - Maintain accurate records of customer interactions and financial transactions.
- - Prepare reports on common financial inquiries and resolutions to support team improvements.
- 5. Collaboration and Communication:
- - Liaise with internal teams, such as finance and compliance, to ensure seamless resolution of complex issues.
- - Communicate updates on financial policies or changes to customers and colleagues as needed.
Requirements
- **Key Skills and Key Qualifications:**
- - Proven experience in customer service, preferably within the finance or banking industry.
- - Strong understanding of financial products, services, and regulations.
- - Proficiency in customer service tools, CRM software, and financial systems.
- - Exceptional communication, problem-solving, and organizational skills.
- - Ability to handle confidential financial information with discretion and professionalism.
- - Customer-focused with strong interpersonal skills.
- - Analytical and detail-oriented, especially in handling financial matters.
- - Ability to manage multiple tasks and work efficiently under pressure.
- - Proactive and resourceful in resolving customer inquiries and issues.
- - Ability to work in shifts.
Benefits
- - Flexibility in work hours and location, with a focus on managing energy rather than time.
- - Access to online learning platforms and a budget for professional development
- - A collaborative, no-silos environment, encouraging learning and growth across teams
- - A dynamic social culture with team lunches, social events, and opportunities for creative input
- - Health insurance
- - Leave Benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsaccount managementdata managementreportingproblem solvingdiscrepancy identificationprocess improvementcustomer inquiriesfinancial transactionsregulatory compliance
Soft skills
communicationproblem-solvingorganizationalinterpersonalanalyticaldetail-orientedcustomer-focusedproactiveresourcefulability to work under pressure
