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Customer Service Representative Financial Account

Gratitude Philippines | cebu city, Philippines | Posted June 02, 2026

Position Overview

On-site - Cebu 1-3 Yrs Exp High/Senior High School Full-time

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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.

Complaint management

  • Investigate customer complaints and provide first-level resolution.
  • Follow escalation matrix for complex or sensitive cases.

Documentation & compliance

  • Accurately document all interactions in CRM tools.
  • Follow client process guidelines and quality standards.
  • Maintain strict confidentiality of customer financial data.
  • ...

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