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Customer Service Agent Finance



To efficiently provide high quality and accurate resolutions to customers under stipulated policies and procedures, by answering general inquiries via the phone or mail


  • To listen and respond to customer inquiries on the telephone, through on-line networks, and by mail
  • To maintain adequate technical proficiency in products and platforms assigned
  • To communicate with team manager, team members and other teams regarding problems, solutions and trends
  • To keep and update pertinent paperwork and records through data entry
  • To meet established individual and team performance targets, which include customer service, productivity and quality standards
  • To keep all equipment and tools under his/her responsibility in excellent conditions
  • To keep account information confidential and protect it from unauthorized use
  • To follow up on the customer's issue until it is solved
  • To perform any other tasks, duties, or services requested by his/her immediate superior