Supervise and mentor a remote team of up to 18 Treasury Services customer service representatives.
Monitor inbound call operations, ensuring compliance with departmental policies and maintaining high customer service standards.
Conduct regular performance evaluations, provide constructive feedback, and implement training programs.
Develop and implement quality assurance processes to assess call quality and adherence to best practices.
Act as an escalation point for complex customer inquiries and resolve issues promptly to ensure client satisfaction.
Generate reports on team performance metrics, customer feedback, and operational efficiency; use data to identify improvements.
Collaborate with training, compliance, and product management to enhance service offerings and address client needs.
Identify and recommend process improvements to enhance operational efficiency and client satisfaction within Treasury Services.
Manage staffing and scheduling for 8-hour shifts in a 24/7 operation.
Requirements
Minimum of 3 years of experience working in a financial institute’s customer service department, with at least 1 year in a supervisory role – preferably as part of the Treasury Services department.
Strong understanding of banking operations, particularly in transfer-related services.
Excellent communication and interpersonal skills, with the ability to foster a positive team environment.
Proficient in call center technologies and software; experience with CRM systems is a plus.
Strong analytical and problem-solving skills, with a focus on data-driven decision-making.
Ability to work independently and manage multiple priorities in a fast-paced environment.
High School Graduate.
Applicant Tracking System Keywords
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