SENIOR OPERATIONS ASSOCIATE

Bank of the Philippine Islands (BPI)


Date: 3 days ago
City: Manila
Contract type: Full time
Job Summary

Primarily responsible for handling customer inquiries, concerns, and plan benefit payout requests.

Duties & Responsibilities

  • Receives plan-related inquiries, concerns, transactions, and benefit payout requests (including death claims) from any of the following channels: BPI Contact Center, mail, email and direct call.
  • Responds to plan-related inquiries, concerns, transactions, and benefit payout requests through any of the following channels: BPI Contact Center, walk-ins, mail, and direct call.
  • Evaluates simple plan amendments, payout requests, and client complaints.
  • Resolves simple client complaints and maintains a complaints logbook.
  • Secures endorsement of Senior/Customer Service Associate for plan amendments, payout requests and complaints, if any.
  • Adheres to all record-keeping requirements and procedures of the unit.
  • Coordinates with other units for financial or non-financial concerns of clients.
  • Maintains confidentiality of all client/plan owner information.

Skills & Qualifications

  • College graduate preferable with average or above-average communication skills
  • Customer service-related job are an advantage but not required
  • Client interaction, records-management training/certification required: Signature verification, counterfeit detection, AMLA, Customer Service Orientation
  • Basic computer applications (MS Office), Product knowledge Communication skills (oral and written), and multitasking capability

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