Maintain an active role in call handling, balancing direct call volume with leadership responsibilities
Establish client support best practices, maintaining a high standard of professionalism, clarity, and caller focus
Create and review policies and procedures for Call Center Specialists to adhere to
Lead, coach and develop the Call Center Specialists
Oversee daily workflows and team scheduling, ensuring consistent coverage and operational continuity
Serve as the escalation point for complex or dissatisfied callers, providing clear resolutions while protecting the Bank’s boundaries and commitments
Respond to direct client questions and routed questions from branches, operations, and loan-teams
MonitorCall Center including reporting, service level expectations and software utilization.
Communicate trends, pain points, and client feedback to internal teams, acting as the ears of the organization and proactively identifying opportunities for improvement
Contribute to the strategic initiatives to enhance overall client experience
Adhere to all relevant banking policies, procedures, and regulatory compliance requirements to ensure security and confidentiality of client information
Complete account maintenance and process client transactions
Perform all other duties as assigned
Requirements
A minimum of 2 years of banking experience, with experience in a call center or high-volume client service environment strongly preferred.
Demonstrated ability to support team success through strong service delivery, collaboration, and a willingness to engage with new tools, processes, and service expectations across client types.
Experience leading through high-contact volume, coaching for tone and consistency, and resolving complex service situations.
Strong organizational skills with experience in managing multiple time-sensitive projects simultaneously
Self-starter with a high sense of urgency, proactive communication style, and willingness to lead by example
Are a team player and enjoy working with people to achieve the best and most efficient result
Bring excellent caller care skills that support clear, respectful communication across a wide range of callers, including escalated or misdirected inquiries
Excellent oral and written communication skills
Show curiosity, show humility, be open to new ideas and approach your work with a growth mindset