5,390 Financial Services Representative jobs in the Philippines

Overview

The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.

Responsibilities

• Obtain and verify required client documentation and authorizations to process account updates and service requests.
• Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
• Submit requests to financial institutions or service providers for changes or updates related to client accounts.
• Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
• Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
• Respond to inquiries from clients and internal departments within established service level standards.
• Maintain accurate reporting and status tracking for client account updates and service requests.
• Perform data entry and verification of client financial information in the department's system.
• Provide support for special projects and other duties as assigned.

Qualifications

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
• Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
• Strong attention to detail and accuracy in processing financial information.
• General office skills, including document management, data processing, and client communications.
• Strong written and verbal communication skills.
• Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
• Ability to quickly learn new processes, systems, and tools.
• Willingness to work overtime as needed to meet client or business deadlines.

Job Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person

Compensation & Benefits

• Base Pay: 28,000-35,000 pesos/monthly
• Paid Time Off
• Internet Grant (Worth 2,000 pesos)
• Performance Bonus 1,000 - 5,000 pesos/week
• You'll receive ongoing training from our Team Managers, who have previously performed the same job and will help you to master it

3 Key Responsibilities:

1. Objection Handling & Credit Rebuilding Sales:

• Engage in inbound calls with customers who have been declined for loans, understanding their concerns and effectively addressing objections.
• Pitch and sell credit rebuilding products that align with the customer's financial goals and circumstances.
• Maintain a positive and empathetic approach to turn potential rejections into successful sales.

2. Customer Education & Support:

• Provide clear and concise financial education to customers about credit rebuilding strategies and the benefits of the offered products.
• Ensure customers fully understand the product offerings, terms, and how they can improve their credit score.
• Offer ongoing support and follow-up to guide customers through their credit rebuilding journey.

3. CRM Management & Process Optimization:

• Accurately document customer interactions, objections, and sales outcomes in the CRM system.
• Leverage CRM data to identify trends and refine objection-handling techniques for improved conversion rates.
• Collaborate with the team to optimize sales processes, share insights, and contribute to continuous improvement efforts.

Desired Skills & Abilities:

• 3 or more years of proven sales experience, ideally in financial services.
• Strong communication skills in English, and being able to speak French is a plus
• Expertise in objection handling and negotiation.
• Familiarity with CRM systems, with Salesforce experience preferred.
• Ability to thrive in a fast-paced, multitasking environment.

About Us:

Founded in 2014, Spring Financial has spent the last 10 years simplifying the lending process for millions of Canadians providing a wide range of solutions to effectively manage various financial circumstances. In the process, we've become the largest fintech loan originator in the country with over 80,000 monthly applicants Today, Spring offers personal lending, credit building, mortgages & savings products, and a growing range of financial services, all of which are made available to Canadians from the comfort of their own home and without having to visit a branch

We have an ambitious roadmap that will enable us to build on our best-in-class customer acquisition and origination platform. Our goal is to create solutions and innovative new products for our end consumers, including next-gen credit cards and other data-based fintech products. We are dynamic entrepreneurs who operate with a real sense of urgency. We have created some of the best in market products and sales processes allowing millions of Canadians to get access to financing online, via text or over the phone – all from the comfort of their own home To learn more about our offerings please visit our website here:

Recruitment Process:

1. Initial Contact: Our Talent Acquisition Coordinator will reach out to you to confirm details of your experience and what you are looking for.
2. Interview with Hiring Manager: If the hiring manager is interested, we will schedule an interview with department managers to discuss your suitability for the role.
3. Background Check: Successful candidates will proceed to a background check, which includes verifying your work-from-home setup and identity.
4. Talent Acquisition Discovery Call: We will discuss common policies and arrangements related to our work-from-home setup with you.
5. Offer and Onboarding: We will then provide the necessary documents for your job offer and start the onboarding process.
6. IT Setup: Finally, we will then schedule a call with our Technical Team to setup your computer making sure you're all setup for your first day

The
Patient Financial Support Representative
will be responsible and knowledgeable in managing patient interactions regarding patient financial matters such as billing inquires, explaining balances, assisting with payment options, collecting insurance details, verifying coverage, enrollment in Financial Assistance Programs, updating patient preferences, and following up on document requests with patients.

CORE RESPONSIBILITIES/REQUIREMENTS:

• Works inbound and outbound call queues/ emails, effectively communicating with patients to notify of balances and the options/process of making payments
• Enters notes into appropriate databases to record status of assigned patient activity, audit purposes, and inter-departmental communications.
• Read and interpret and EOB Explanation of Benefits
• Meet quality assurance standards to ensure a high-quality patient experience, minimizing friction and poor sentiment, and maximizing satisfaction.
• Retain and apply multiple aspects of the client requirements policy and procedures
• Communicate with the team or lead any issues or concerns
• Work assigned schedule and maintained flexibility regarding schedule changes to assist the team in meeting SLAs and minimizing call and email wait/response time.
• Ability to answer questions, escalate when necessary
• Maintain professional control, etiquette, and patient advocacy in all communications – verbal, written, and video.
• Confidence in the ability to ask for payment of balances owed by the patient
• All other duties as assigned.

Education / Experience:

• Graduate of any 4-year course (bachelor's degree is highly preferred)
• Excellent written and verbal communication skills
• Excellent customer service skills
• Proficiency in EMR systems, Excel, and Outlook
• Self-motivated and adaptable to a coaching environment
• Positive attitude and team-oriented
• Knowledge of Medical or Dental billing experience is a plus

Benefits:

Competitive Salary

Comprehensive Health Insurance from Day 1

Retirement Plan

HMO Coverage

PTO Conversion

Low Attrition Rate

Work Schedule:
Night Shift/Graveyard Shift

Location of the company:
21
st
floor of Alliance Global Tower, BGC, Taguig City

The
Patient Financial Support Representative
will be responsible and knowledgeable in managing patient interactions regarding patient financial matters such as billing inquires, explaining balances, assisting with payment options, collecting insurance details, verifying coverage, enrollment in Financial Assistance Programs, and updating patient preferences and following up on document requests with patients.

Core Responsibilities/requirements:

• Works inbound and outbound call queues/ emails, effectively communicating with patients to notify of balances and the options/process of making payments
• Enters notes into appropriate databases to record status of assigned patient activity, audit purposes, and inter-departmental communications.
• Read and interpret and EOB Explanation of Benefits
• Meet quality assurance standards to ensure a high-quality patient experience minimizing friction and poor sentiment and maximizing satisfaction.
• Retain and apply multiple aspects of client requirements policy and procedures
• Communicate with team or lead any issues or concerns
• Work assigned schedule and maintain flexibility regarding schedule changes to assist team in meeting SLAs and minimizing call and email wait/response time.
• Ability to answer questions, escalate when necessary
• Maintain professional control, etiquette, and patient advocacy in all communications – verbal, written, and video.
• Confidence in ability to ask for payment of balances owed by patient
• All other duties as assigned.

Education / Experience:

• Excellent written and verbal communication skills
• Excellent customer service skills
• Proficiency in EMR systems, Excel, and Outlook
• Self-motivated and adaptable to coaching environment
• Positive attitude and team oriented
• Knowledge of Medical or Dental billing experience a plus