Financial CSR

Job Description: We are looking for a customer-focused and detail-oriented Customer Service Representative (CSR) to join our team. The successful candidate will assist customers with banking, financial services, or insurance-related inquiries while providing accurate information, resolving concerns, and delivering excellent customer service. Key Responsibilities: - Handle customer inquiries through phone, chat, or email. - Assist customers with account-related concerns, transactions, and service requests. - Provide information regarding banking products, financial services, policies, and insurance coverage. - Assist with billing, payments, account updates, and other financial service concerns. - Verify customer information and follow appropriate security and authentication procedures. - Research and resolve customer issues accurately and efficiently. - Explain financial products, services, fees, and policies in a clear and professional manner. - Handle sensitive customer information while strictly following data privacy and security procedures. - Document customer interactions and transactions accurately. - Escalate complex or sensitive concerns to the appropriate department. - Meet established customer satisfaction, quality, productivity, and performance targets. - Follow company policies, compliance requirements, and standard operating procedures. Qualifications: - Atleast High School Graduate ( Old Curriculum ) / Senior High School Graduate - Excellent verbal and written communication skills. - Strong attention to detail and problem-solving abilities. - Customer-service oriented and professional. - Comfortable handling confidential and sensitive financial information. - Basic computer skills and ability to navigate multiple systems. - Willing to work on shifting schedules, weekends, and holidays. - Willing to work onsite, depending on the assigned account.