Financial Agent
Location
manila, national capital region
Job Type
Full-time
Category
Other-General
Posted
May 31, 2026
Key Responsibilities:
Handle inbound customer inquiries related to banking, loans, credit cards, or financial services via phone, chat, or email
Provide accurate information on account details, transactions, interest rates, and financial products
Resolve customer concerns efficiently and professionally
Document all interactions and transactions accurately in the system
Escalate complex or urgent issues to supervisors when necessary
Meet quality, productivity, and customer satisfaction metrics
Handle inbound customer inquiries related to banking, loans, credit cards, or financial services via phone, chat, or email
Provide accurate information on account details, transactions, interest rates, and financial products
Resolve customer concerns efficiently and professionally
Document all interactions and transactions accurately in the system
Escalate complex or urgent issues to supervisors when necessary
Meet quality, productivity, and customer satisfaction metrics