A Financial Account Associate in a BPO (Business Process Outsourcing) environment is responsible for handling financial transactions, resolving billing concerns, and providing excellent customer support for clients in the finance and banking sector. The role involves managing customer queries regarding accounts, payments, loans, credit cards, and other financial products while ensuring compliance with company policies and financial regulations.

Customer Service & Support

• Handle inbound and outbound calls, emails, or chat regarding financial products and services.
• Assist customers with inquiries about account balances, transactions, credit/debit card concerns, loans, and billing issues.
• Resolve disputes, payment discrepancies, and account-related problems promptly and accurately.

Transaction Processing & Account Management

• Process payments, refunds, account adjustments, and financial transactions.
• Verify and validate customer information to prevent fraud and ensure account security.
• Assist in setting up, updating, and maintaining financial accounts.

Compliance & Risk Management

• Ensure adherence to financial regulations, company policies, and data privacy standards.
• Identify and escalate potential fraudulent or suspicious activities.
• Maintain confidentiality and accuracy in handling sensitive financial information.

Reporting & Documentation

• Maintain records of customer interactions, transactions, and resolutions.
• Generate daily/weekly reports on account activities and customer feedback.
• Support audits and compliance checks when needed.

Performance & Quality

• Meet or exceed KPIs such as accuracy, turnaround time, customer satisfaction scores, and call handling metrics.
• Participate in training sessions to stay updated with financial processes, compliance laws, and new product updates.
• Continuously improve customer handling skills and financial knowledge.

• High School Graduate ( Old Curriculum )
• Senior High School Graduate
• College Graduate ( Any Course )
• With 1 Year Financial Bpo Experience
• No pending application To Concentrix / Convergys
• Resume Required
• Need Laptop or Desktop For Online 1 day process

Online Process 1 Day Process!