Salary budget: Confidential (Will be discussed during the job offer)
Headcount: 14

RESPONSIBILITIES:

• Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively
• Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts).
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM), with a day off during the week when working a Saturday shift.
• Perform other duties as assigned.

Additional Information:
• Open to applicants who are currently in the Philippines and already have the right to live and work in this country are eligible for this role

PRE-SCREENING QUESTIONS:

• How many years of relevant client service experience (voice account) do you have in banking, financial services, or wealth management?
• Do you have experience in retail banking or wealth platforms?
• How much is your last drawn salary?
• How much is your salary expectation?
• Are you amenable to working on an onsite setup with a night shift schedule in Taguig?
• When are you available to start once hired?