Financial Voice Specialist

Summary

We are seeking a highly skilled Financial Voice Specialist to join our team. This role involves leveraging voice communication technologies to enhance financial operations, facilitate client interactions, and improve overall service delivery. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for utilizing technology to optimize processes.

Key Responsibilities

Voice Communication Management: Oversee and manage all aspects of voice communication technologies within the financial services sector, ensuring seamless communication with clients and stakeholders.

Client Support: Provide voice-based support to clients, addressing inquiries related to financial products, services, and account management.

Financial Analysis: Conduct analysis of voice communication data to identify trends and areas for improvement in client interactions and service delivery.

Training and Development: Develop training programs and materials for staff on effective voice communication techniques and the use of voice technology tools.

Integration of Technologies: Collaborate with IT teams to integrate voice communication platforms with existing financial systems (e.g., CRM, ERP) to enhance operational efficiency.

Compliance and Risk Management: Ensure all voice communications adhere to regulatory requirements and internal compliance policies, including data protection and security standards.

Process Improvement: Identify and implement process improvements related to voice interactions and financial service delivery, enhancing client satisfaction and operational efficiency.

Reporting and Analytics: Prepare reports and dashboards that summarize key metrics related to voice communication performance and client interactions.

Qualifications

At least High School Graduate / SHS Graduate

With or without call center experience

Financial Background is a plus

Willing to work onsite

Skills / Knowledge Needed

Fluency in written and spoken business English

Fast, Accurate, Efficient data entry skills