Customer Support I Banking Operations
Rizal
Customer service professional with one year of experience at Concentrix supporting QuickBooks Online Payments customers. Skilled in customer communication, technical troubleshooting, payment-related concerns, Salesforce documentation, and account support. With additional exposure to banking operations and a background in Financial Management, I bring strong attention to detail, problem-solving abilities, and a commitment to delivering accurate, efficient, and professional service. Adaptable and eager to contribute to a customer-focused team while maintaining high standards of service quality.
MVSM Bank, internship
Aug 2026 to Oct 2026
Supported daily banking operations through financial recordkeeping, transaction documentation, account verification, and client records management. Maintained and organized general ledger records and financial transaction documentation. Entered and updated account information using RBMSoft Core Banking Software. Reviewed client account activity and organized monthly transaction data using Microsoft Excel. Assisted in identifying inactive accounts by reviewing account activity and transaction records. Managed physical client records and supported document filing and account administration. Applied attention to detail, accuracy, confidentiality, and established procedures when handling financial information.
Concentrix, full_time
May 2025 to May 2026
Provided technical and payment-related support to QuickBooks Online customers, helping resolve account concerns, troubleshoot software issues, and address payment processing inquiries. Assisted customers with QuickBooks Online Payments functionality, account concerns, and technical troubleshooting. Documented customer interactions, troubleshooting steps, and resolutions using Salesforce CRM. Managed a high-volume customer support queue while meeting quality, productivity, and performance targets. Followed established procedures to ensure accurate information, efficient issue resolution, and a positive customer experience. Maintained professionalism and clear communication when handling complex customer concerns. Recognized as Top Agent – QuickBooks Core+ (November 2025) and Top Rookie – Training Batch (May 2025).