Financial Account Agent - Ortigas
Ortigas₱18,000 – ₱26,000/monthVoiceTraining Provided

Financial Account Agent - Ortigas

Posted July 5, 2026 · Apply before October 30, 2026

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Financial Account Customer Service Representative | Bellsoft Global

Bellsoft Global is hiring Financial Account Customer Service Representatives for our Metro Manila sites, with a salary of up to ₱26,000 per month. No BPO experience is required for select accounts, making this a great opportunity for newbies and first-time BPO applicants who want to build a career in the banking and financial services industry.

As a Financial Account Customer Service Representative, you'll assist customers with banking, credit card, loan, and account-related inquiries while delivering accurate, secure, and professional customer support.


What You Can Expect From Us

At Bellsoft Global, we are committed to helping our employees build successful careers through continuous learning, professional development, and growth opportunities.

Benefits and Compensation

  • Salary package of up to ₱26,000 per month
  • Paid training from Day 1
  • Performance-based incentives and rewards
  • Career growth and internal promotion opportunities
  • Exposure to international financial and banking support operations
  • Supportive, collaborative, and people-first work environment

What We Are Looking For

We're seeking customer-focused individuals who are ready to learn, grow, and build a career in the financial services and BPO industry.

Qualifications

  • High School or Senior High School graduate
  • College undergraduate or graduate is an advantage
  • No BPO or call center experience required for select accounts
  • Open to newbies and first-time BPO applicants
  • Strong English communication skills, written and verbal
  • Basic computer knowledge
  • Willing to work onsite in Metro Manila
  • Open to shifting schedules, including nights, weekends, and holidays

What You Will Be Doing

As a Financial Account Customer Service Representative, you'll support customers with their banking and financial service needs while maintaining high standards of accuracy, security, and confidentiality.

Job Responsibilities

  • Handle customer inquiries related to banking, credit cards, loans, and financial products
  • Assist customers with account verification, transactions, billing, and payment concerns
  • Provide accurate information about account features, fees, and financial services
  • Resolve customer concerns professionally and efficiently
  • Document customer interactions and update account information in internal systems
  • Escalate complex financial concerns to the appropriate departments when necessary
  • Follow company policies, security standards, and applicable compliance requirements
  • Meet quality assurance, productivity, and customer satisfaction goals

Training & Work Setup

Every new employee receives comprehensive training before handling live customer interactions.

What You Can Expect

  • Paid onboarding and training program
  • Hands-on coaching from experienced trainers
  • Financial account and compliance training
  • Continuous learning and career development
  • Fast-paced yet supportive work environment
  • Onsite work setup
  • Shifting schedules based on business requirements

Build Your Career With Bellsoft Global

No BPO experience? No problem.

Bellsoft Global is committed to helping both new and experienced applicants build rewarding careers in customer service and financial support.

Whether you're a first-time BPO applicant, a fresh graduate, or an experienced professional, you'll receive training and support to help you develop valuable customer service and financial account skills.


Why Join Bellsoft Global?

We invest in our people through continuous training, mentorship, and internal career advancement opportunities.

As you gain experience, you can explore career paths in roles such as Team Leader, Quality Analyst, Trainer, Workforce Analyst, Compliance Specialist, and Operations Management.

At Bellsoft Global, your career growth matters.


Work Locations

You may be assigned to any of our available Metro Manila sites.

Main Site

  • Ortigas Avenue, Mandaluyong City

Other Available Sites

  • Quezon City
  • Pasig City
  • Mandaluyong City
  • San Juan
  • Makati City
  • Cainta, Rizal

Looking for other accounts or locations? Check our website for more available opportunities.


Frequently Asked Questions

1. What does a Financial Account Customer Service Representative do?

A Financial Account Customer Service Representative assists customers with banking, credit card, loan, payment, and account-related concerns. Responsibilities may include answering inquiries, verifying customer information, processing requests, and resolving issues while ensuring data security and compliance.


2. Do I need BPO or financial experience to apply?

No. BPO or call center experience is not required for select accounts, and newbies and first-time BPO applicants are welcome to apply.

Previous experience in a financial account may be an advantage but is not always required. Successful applicants receive account-specific training before handling customer interactions.


3. Is this an onsite or work-from-home Financial Account job?

This is an onsite position. Applicants should be willing to work at one of Bellsoft Global's Metro Manila locations.


4. What is the salary for this Financial Account Customer Service Representative position?

Qualified applicants can earn up to ₱26,000 per month, depending on their qualifications and the assigned financial account. Additional performance-based incentives may also be available.


5. What types of customer concerns will I handle in a financial account?

Depending on the assigned account, you may assist customers with account verification, balance inquiries, credit card concerns, billing questions, loan information, payment processing, transaction disputes, online banking support, and general financial service inquiries while following company security and compliance procedures.


Apply Today

Looking for Financial Account jobs, Banking Customer Service Representative jobs, Credit Card Account jobs, or BPO jobs with no experience required?

Bellsoft Global welcomes newbies and experienced applicants who are ready to learn, grow, and build a career in financial services and customer support.

More accounts and locations are also available on our website.

Apply today and start building your career with Bellsoft Global.

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