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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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