SENIOR OPERATIONS ASSOCIATE
Bank of the Philippine Islands (BPI)
Date: 3 days ago
City: Manila
Contract type: Full time
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Job Summary
Primarily responsible for handling customer inquiries, concerns, and plan benefit payout requests.
Duties & Responsibilities
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.
- 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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