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Customer Service Representative Financial Account
Recruitify_HR
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cebu city, Philippines
Location
cebu city
Posted
June 07, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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...