Financial Account Representative
Full-time
Metacom Careers
Provided exceptional customer support for banking, financial services, and insurance (BFSI) products through inbound and outbound interactions.
Assisted customers with account inquiries, transactions, billing, payments, and general service requests while ensuring accuracy and compliance with company policies.
Verified customer identities and protected sensitive financial information by following security and data privacy procedures.
Resolved customer concerns efficiently by researching issues, providing appropriate solutions, and escalating complex cases when necessary.
Explained financial products, account features, policies, and procedures in a clear and professional manner.
Maintained accurate records of customer interactions, requests, and resolutions using customer relationship management (CRM) systems.
Consistently met key performance indicators (KPIs), including customer satisfaction, quality assurance, first-call resolution, and average handling time.
Built positive customer relationships through active listening, effective communication, and a customer-focused approach.
Ensured compliance with regulatory requirements, company policies, and confidentiality standards when handling financial information.
Vacancy posted 21 days ago
Similar jobs that could be interesting for youBased on the Financial Account Representative in Pasig vacancy
- ...Job Description We are hiring Financial Customer Service Representatives to assist clients with account inquiries, billing, and transactions while providing accurate, professional support. Responsibilities: Respond to financial inquiries via phone, chat, or email...
- ...WE ARE HIRING! FINANCIAL ACCOUNT – CUSTOMER SERVICE REPRESENTATIVE Start your BPO career or grow your experience with our Financial Account ! We are looking for Customer Service Representatives (CSR) who are passionate about helping customers and providing excellent...
- Onsite work arrangement Build quick rapport with existing customers Provide customer service support through inbound calls Handle problems to establish complaint resolutions, standards, and processes Best deal for you! Day 1 Medical and Health Insurance coverage...
- ...helped shape the inspection field by introducing one of the first automated systems for checking empty bottles. POSITION: Financial Accounting Manager INDUSTRY: Manufacturing Company WORK LOCATION: Pasig City WORK SCHEDULE: Monday to Friday (Dayshift)...
- ...Assist in the preparation and maintenance of financial records and reports. Ensure accurate and timely processing of accounts payable and receivable. Perform reconciliations and assist with closing processes. Support in the preparation of financial statements...
- ...partners in their digital, ecological and energy transition, in order to invent the mobility of tomorrow. Context The Financial Accountant is responsible for the preparation, validation and oversight of all statutory accounting & reporting, and group reporting...
- ...Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment... ...WHAT WE OFFER Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate...
- ...Essential Duties And Responsibilities: Perform a detailed reconciliation on Sundry Account. Compare bank statements, ledgers, invoices, and transaction reports. Identify and investigate discrepancies between ledgers and transaction reports with supporting documents...
- ...systems to the beverage, liquid food, pharmaceutical etc and supporting thousands of clients for glass and aluminum Position: Financial Accounting Manager (Cebu) Company Industry: Construction company Location: Pasig City Salary Offer: (Negotiable) Work...
- ...end-to-end services in administration, accounting, reporting, regulatory and compliance needs... ...queries, resolving issues, and representing the team in meetings. You’ll oversee... ...accounting, performance and analytics, financial reporting, or audit, handling complex portfolios...
- ...Recruitment & Onboarding a. Directly identify, evaluate, recruit, and onboard high-potential affiliates (OFW influencers, bloggers, financial advisors, remittance partners, organizations/companies, etc.). Furthermore, conduct research to identify new growth opportunities....
- ...Description Provide exceptional customer service to clients in the financial and banking sector. Assist customers with inquiries related... ...customers on various financial services, including loans, accounts, and investment options. Requirements Educational...
19000 - 21000 Php
...Location: Rockwell, Pasig City, Metro Manila Industry: Banking, Financial Services & Insurance (BFSI) Work Setup: Onsite Schedule:... ...Role Description We are looking for Customer Service Representatives to join our BFSI team in Rockwell, Pasig. This is an...- ...Description Provide exceptional customer service to clients in the financial and banking sectors. Assist customers with inquiries regarding accounts, products, and services. Resolve customer issues effectively and efficiently while ensuring satisfaction. Educate...
- ...Customer Service Representative – Banking, Financial Services & Insurance (BFSI) Account Job Description Are you passionate about delivering exceptional customer service and helping people with their banking and financial needs? Join our growing team and become...
- ...Description Provide exceptional customer service to clients in the financial and banking sector. Assist customers with inquiries regarding their accounts, transactions, and banking services. Resolve issues related to billing, account access, and financial transactions...
- ...services. Provide assistance in resolving customer complaints and issues efficiently. Educate customers on financial services and help them understand their account options. Maintain accurate records of customer interactions and transactions. Collaborate with team...
- ...for over 49 years in the industry providing technology and electronics consultant. Position: Senior Client Services Agent - Financial Account Industry: IT Company Location: Ortigas, Pasig City Salary: Php30,000 – Php35,000 Schedule: Graveyard Schedule...
- ...Description Provide excellent customer service by responding to inquiries regarding financial products and services. Assist customers in navigating online banking platforms and resolving technical issues. Process customer transactions accurately, including deposits...
- ...inquiries via phone, email, or chat in a professional and timely manner. Assist customers with inquiries related to healthcare and financial services. Resolve customer complaints efficiently while ensuring customer satisfaction. Maintain accurate records of...
- Manages existing accounts Develops relationships Merchandising Store visits Sales growth within assigned accounts
- ...Description Actively manage a portfolio of key accounts to ensure client satisfaction and retention. Develop and maintain strong... ...key accounts. Requirements Job Title: Key Account Representative Job Function: Client Relationship Management Responsibilities...
- ...Description Develop and maintain strong relationships with key accounts to ensure long-term success. Act as the primary point of contact for clients, addressing queries and resolving issues promptly. Collaborate with internal teams to align services and deliverables...
- ...We are looking for motivated Telesales Agents to manage existing client accounts and help increase sales. The role involves speaking with customers by phone and email, offering solutions, building good relationships, and providing excellent service. You must also handle...
- ...A Telco Account Representative provides customer support for telecommunications services such as mobile plans, internet services, billing inquiries, and technical concerns. The role involves assisting customers through phone, chat, or email, resolving service issues,...
- ...SETCHECK ACCOUNT EXECUTIVE* Work Setup: Hybrid office Location Antipolo City Industry: Printing, Packaging, and Branding Solutions Position Type: Full-Time *ACCOUNT EXECUTIVE* As an Account Executive, you will drive business growth by developing strong client...
- ...The Key Account Specialist is responsible for handling and monitoring hospital and oncology accounts for pharmaceutical products. The role focuses on promoting oncology medicines, maintaining strong relationships with healthcare professionals, monitoring sales performance...
- ...We’re Hiring! Key Accounts Assistant Location: San Miguel Ave, corner Shaw Blvd, Pasig City Company: Brenen Global Mktg & Trading Corp Join our team and help manage our most important customers including resellers, dealers, and distributors! We’re Hiring...
- ...Description Assist customers with inquiries regarding healthcare and financial services. Resolve issues and provide solutions to enhance customer satisfaction. Maintain accurate records of customer interactions and transactions. Educate customers about available...
- Work Location: San Antonio, Pasig City Work Setup: Full onsite Work Schedule: Moving rest days (2 rest days in a week) | shifting schedule (day shift, mid shift or night shift) ~ Provides the highest standards of service to members regarding general inquiries on...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Account Representative. Be the first to apply!
