Client Care Associate - Cms

Visa Visa · Fintech · Pasay, Philippines, Philippines

Client Care Associate for Visa's Client Services team, supporting financial institutions and partners with cross-border payments. Responsibilities include advanced (Level 2) client support via phone and online, proactive problem-solving, representing client needs internally, investigating and resolving issues related to Money Movement, B2B payments, expense management, and other commercial products. Requires understanding of integration, file formats (APIs, STFP, JSON, SWIFT), global banking protocols, and compliance training.

What you'd actually do

  1. Provide service to clients via phone calls and online support cases that are advanced and escalated (Level 2 support)
  2. Proactively identify and solve complex problems that impact the management, relationship, and direction of the business
  3. Represent the voice of the client to internal stakeholder organizations through accurate business requirements and ongoing advocacy. Ensure team advocates for client needs with internal stakeholder organizations
  4. Investigate and research issues, gather additional information as needed, to successfully resolve or re-route the issue. Determine which issues need escalation or routing to other internal teams
  5. Identify file formats and connection errors (APIs, STFP, JSON, SWIFT- PACS, MT, ISO, Etc.) to determine if sufficient information is provided for issue resolution

Skills

Required

  • Minimum of 6 months of work experience or a Bachelor's Degree
  • Customer service skills
  • Ability to work effectively with a team and independently while multi-tasking in a high-volume environment
  • Strong research, problem-solving and critical thinking skills
  • Excellent PC skills, proficient in MS Word and MS Excel
  • Excellent oral and written communication skills
  • Ability to both learn new products/services and apply knowledge
  • Maintain confidential customer and bank information
  • Thoroughly describe, document, and update ticket status with current ongoing issues within ticketing system (Dynamics)
  • Ability to quickly identify problems and then take appropriate action to solve including effective communication skills to wide audiences
  • Adapts easily to shifting priorities and challenges
  • Must have punctual, regular and consistent attendance

Nice to have

  • 2 or more years of work experience
  • Experience in banking operations and/or settlement and reconciliation process
  • 1-4 yrs. experience working in a banking or financial setting
  • 2 + years of customer service experience
  • Basic knowledge of accounting, balancing, banking, and electronic payment processing
  • Knowledge in API’s and SWIFT message formats, JSON, and XML is a plus

What the JD emphasized

  • advanced and escalated (Level 2 support)
  • complex problems
  • issue management
  • issue resolution
  • funds movement
  • global banking protocols
  • compliance (OFAC, AML, etc.)
  • banking operations and/or settlement and reconciliation process
  • banking or financial setting
  • electronic payment processing
  • call de-escalation techniques
  • high-volume environment
  • ticket status with current ongoing issues within ticketing system (Dynamics)