You will get Expert Customer Service Representative & Digital Marketing Specialist
Project details
With over 10 years of experience in customer service, I specialize in delivering a seamless and client-focused experience that prioritizes both efficiency and empathy. My approach goes beyond resolving issues quickly—it's about building trust and fostering customer loyalty. From responsive email and chat support to attentive phone interactions, I bring dedication and professionalism to every client engagement. By working with me, you’re choosing a professional committed to enhancing customer satisfaction and supporting your business’s long-term success.
Purpose
BusinessIndustry
Arts & Design, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Data Analytics, Ecommerce, Education, Engineering, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Hardware & Electronics, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Nonprofit, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$12
|
Standard
$15
|
Advanced
$20
|
|---|---|---|---|
| Delivery Time | 7 days | 7 days | 7 days |
Scriptwriting | - | - | - |
Summary Report | - | - | |
Social Media Replies | - | ||
Email Support | |||
Live Chat Support |
Frequently asked questions
About Vhiel
Financial Operations VA | Process Improvement | Banking Industry Exp
Cavite City, Philippines - 4:48 pm local time
SOP writing and documentation
CRM management and client onboarding support
Loan processing operations
Back-office operations for financial services clients
Is your business losing time and money to broken processes, poor customer workflows, or disorganized operations? I help small businesses and financial services companies fix exactly that — turning chaos into clear, scalable systems.
With 10 years of hands-on experience in banking operations at Citibank and JP Morgan Chase — including loan processing, collections, and training support — I bring real financial industry knowledge that most virtual assistants and consultants simply don't have. I'm currently completing my MBA in Business Administration, which I apply directly to every client engagement.
What I bring to your business:
Conflict resolution & escalation management
-10 years handling difficult customers and high-stakes complaints at major banks
Compliance & regulatory operations
-Trained to follow strict banking procedures and compliance standards daily
Financial operations & loan workflow support
-Hands-on loan processing experience in a regulated financial environment
Onboarding & training support
-Supported new hire training for customer service teams in a banking setting
Debt recovery & collections support
-Professional collections experience with a focus on compliance and results
KPI tracking & performance accountability
-Consistently met and exceeded targets in high-volume, high-pressure environments
Most virtual assistants come from general admin backgrounds. My edge is 10 years inside two of the world's largest banks — I understand compliance, financial workflows, customer escalation, and collections from the inside. That means I don't just support your business, I understand it.
If you are looking for someone who understands financial services, handles pressure professionally, and delivers consistent results — let's talk. Send me a message and let's discuss how I can support your business.
Steps for completing your project
After purchasing the project, send requirements so Vhiel can start the project.
Delivery time starts when Vhiel receives requirements from you.
Vhiel works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Assessment and Goal Setting
I’ll start by reviewing the information you provided, including your business overview, current customer support process, and specific goals. We’ll then discuss these goals in detail to ensure clarity and alignment.
Platform Setup and Access Verification
I’ll ensure I have access to all necessary platforms (e.g., customer support software, social media accounts) and configure any settings needed to start managing customer inquiries efficiently.