EXL

Customer Service Supervisor – Treasury Services

EXL

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceperformance evaluationquality assurancedata analysisprocess improvementbanking operationstransfer-related servicesproblem-solvingstaffing managementscheduling
Soft skills
communicationinterpersonal skillsteam leadershipmentoringconstructive feedbackindependencemultitaskingclient satisfactioncollaborationpositive team environment
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