35 Financial Transactions jobs in the Philippines
Fresh graduate - Financial Services Representative
Posted today
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
Fresh graduate - Financial Services Representative
Posted 3 days ago
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
Fresh graduate - Financial Services Representative
Posted 11 days ago
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
Fresh graduate - Financial Services Representative
Posted 12 days ago
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
Customer Financial Services (Knows: Japanese &
Posted today
Job Viewed
Job Description
・Engage internal & external customers (Sales, Operations, Dispute Research Team, Customer
AP/Logistics/management, etc.) to resolve issues that prevent customer payment performance
・Assisting customer in resolving billing related issues
・Perform administrative tasks related to credit and collection
・Printing and handling high volume of paperwork for mailing
・Managing and filing of hardcopy documents and receipts
・Handle huge volume of shipments and invoice data
・Investigate and find solutions/alternatives to resolve Customer's inquiries regarding shipments,
invoices, or billing.
・Perform administrative tasks and other operational ad-hoc duties
**Requirements**:
・Diploma or degree holder.
・Proficiency in written and spoken English.
(Native or equivalent to JLPT N2 and above)
・A team player with good customer service skills and results driven.
・Fast learner, good planning, organizational, problem solving and communication skills are
essential.
・Computer literate, good in using Excel spreadsheet
**With Language Allowance.**
Pay: Php26,000.00 - Php33,000.00 per month
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Makati: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Customer Service Representative: 1 year (preferred)
**Language**:
- Japanese (required)
- Korean (preferred)
Data Entry - Financial Services Representative - BPO
Posted 20 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
Financial Services Representative (Investment Contact Center)
Posted 17 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Customer Service Representative for Investment Contact Center (Wealth and Investment Management).
**In this role, you will:**
+ Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
+ Interact with customer service team and perform moderately complex customer support tasks
+ Manage risk by following all policies and procedures and staying abreast of changes to them
+ Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
+ Receive direction from customer service supervisor and escalate non-routine questions
**Required Qualifications:**
+ 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience working in an international bank/ financial services accounts
**Job Expectations:**
+ Must be able to attend full duration of required training period
+ Amenable to observe a night shift schedule and an onsite work set-up. Location is in Five/NEO Taguig City
**Posting End Date:**
28 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-476968
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Senior Customer Service Representative (Financial Services)
Posted 17 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Senior Customer Service Representative.
**In this role, you will:**
+ Support performance of less experienced Customer Service Representatives, new or enhanced services and procedural changes, and the overall effectiveness of team
+ Provide feedback and present ideas for improving or implementing processes and tools with an overall customer service impact
+ Perform complex customer support tasks
+ Provide subject matter expertise and interpretation of procedures to less experienced Customer Service Representatives and provide direction to meet defined productivity and performance goals
+ Interact with immediate team and communicate with other departments
+ Support less experienced representatives and assist managers or supervisors on handling escalated inquiries or complaints
+ Perform research to resolve complex customer problems
+ Recommend areas needing improvement
+ Interact with internal and external customers
**Required Qualifications:**
+ 4+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience working in an international bank/ has supported financial services accounts
**Job Expectations:**
+ Must be able to attend full duration of required training period
+ Amenable to observe a night shift schedule and an onsite work set-up. Location is in Five/NEO Taguig City
**Posting End Date:**
28 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-476971
HS GRAD Data Entry - Financial Services Representative
Posted 14 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting