Job description
Join TTEC in Lipa City and elevate your career as a Financial Chat Advocate. In this role, you’ll be the frontline ambassador for our customers, delivering concise, accurate support for financial-related inquiries, account updates, and secure transactions. You’ll report to your team leader and contribute to the overall success of the customer experience and the team’s performance. This full-time position offers competitive pay, comprehensive training, and opportunities to advance within a global leader in customer experience solutions.
As a Financial Chat Advocate, you’ll work in a fast-paced, customer-centric environment where clear communication and problem-solving are key. You’ll use your financial services knowledge and chat skills to resolve issues, guide customers through processes, and maintain high satisfaction scores. If you’re energized by helping people and thrive in a collaborative team, this is the role for you.
Join a culture that values growth and development. You’ll receive robust onboarding, ongoing coaching, and access to career pathways across a multinational organization. The position promotes work-life balance with flexible scheduling options and a supportive team environment that recognizes performance, initiative, and customer care excellence. TTEC is committed to diversity and inclusion, providing equal opportunities for all colleagues to learn, grow, and contribute to our mission of delivering exceptional customer experiences.
What you’ll gain includes competitive compensation, paid training, career advancement opportunities, and a dynamic work setting that supports your professional goals. If you’re ready to make a difference for customers while building a rewarding career in financial services and customer support, this is the opportunity you’ve been waiting for.
Responsibility
- Provide accurate, timely financial support to customers via live chat, including account inquiries, transaction status, and policy-based guidance.
- Assist customers with billing, payments, refunds, and card-related questions while ensuring data privacy and security compliance.
- Navigate multiple internal systems (CRM and knowledge bases) to retrieve information and record interactions.
- Identify opportunities to resolve issues on first contact and escalate complex cases to the appropriate team with clear notes.
- Maintain high CSAT scores by delivering empathetic, professional, and concise responses.
- Adhere to chat handling guidelines, privacy policies, and regulatory requirements in all interactions.
- Collaborate with teammates and supervisors to share best practices and improve process efficiency.
- Participate in ongoing training to stay current on product updates, processes, and compliance standards.
Qualification
- High school diploma or equivalent; some college or degree preferred.
- Prior experience in customer service or financial services is a plus, especially via chat or messaging channels.
- Excellent written communication skills in English; strong grammar and clarity are essential.
- Ability to multi-task, manage time effectively, and stay organized in a fast-paced environment.
- Comfort with technology and basic troubleshooting of common software and web platforms.
- Strong problem-solving skills and attention to detail.
- Positive attitude, reliability, and customer-centric mindset.
- Willingness to work flexible shifts as required by the business needs.