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Customer Service Representative Financial Account

Company

Recruitify_HR

Location

cebu city, central visayas

Type

Full-time

Job Responsibilities

  • Customer interaction (voice / chat / email)
  • Handle high-volume inbound and outbound customer contacts professionally.
  • Respond to inquiries about balances, recent transactions, statements, and services.
  • Log transaction disputes and unauthorized activity reports.
  • Place temporary holds or blocks as per process guidelines.
  • Escalate suspected fraud cases to risk/fraud investigation team.
  • Investigate customer complaints and provide first-level resolution.
  • Follow escalation matrix for complex or sensitive cases.
  • Accurately document all interactions in CRM tools.
  • Follow client process guidelines and quality standards.
  • Maintain strict confidentiality of customer financial data.
  • Adhere to regulatory, compliance, and data-protection policies.
  • Participate in training, refreshers, and calibration sessions.
  • Stay updated on client...

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