Team Lead

• Deliver and optimize U.S. Bank marketing personalization campaigns across the public website, secure online banking portal, and mobile app
• Coach and mentor a small team of business line-dedicated Engagement Managers
• Personally oversee marketing operations for one of the bank’s key business lines
• Improve campaign planning, intake, tactics, execution, timing, and reporting
• Translate business strategy into successful digital marketing tactics
• Liaise between business line executives, marketing leaders, and marketing technology delivery teams
• Engage senior decision-makers and drive consensus around innovation opportunities
• Advance creative capabilities, analytics-driven experimentation and automation, and AI-powered personalization strategies
• Lead enterprise-scale digital or marketing transformation initiatives
• Evaluate digital sales funnels and improve performance through conversion and abandonment analysis, benchmarking, and user research
• Coach and develop a high-performing team
• Delegate and manage multiple projects and assignments on time and on budget

Digital Engagement Team Lead driving personalized marketing campaigns for U.S. Bank

Digital Engagement Team Lead

Digital Engagement Team Lead optimizing personalized marketing across U.S. Bank’s website, online banking, and mobile app. Coaching Engagement Managers and advancing analytics-driven experimentation and AI personalization.

• Support the day-to-day operations of a dedicated account and client program to ensure ADTRAV is meeting the service levels expected of our client.
• Act as a subject matter expert and assist agents with questions or issues, being a first level support for agents on applications, processes, procedures, and policies.
• Escalate issues to management as needed.
• Assist with onboarding, implementation, meeting launch, servicing and offboarding of group air programs for the client.
• Create and coordinate support tickets with internal departments requesting systems be configured according to meeting parameters and to support meeting and client requirements.
• Manage meetings and groups via the GDS and internal systems.
• Conduct quality assurance reviews on meetings reservations and travel records, prior to meeting launch, and provide information to management.
• Coordinate with internal teams to ensure deadlines are met and regular updates are communicated with the client.
• Ensure all department and group processes are properly documented, communicated, and trained on.
• Review meeting parameters and ensure proper setup/configuration within ADTRAV systems.
• Assist with monitoring phone and email queues to ensure that service levels and response time requirements are met.
• Escalate concerns to management.
• Assign and coordinate work of agents as needed to support operational demands and client deadlines.
• Assist with agent ticketing and ensure reservations are processed accurately and timely.
• Book, ticket, modify, and manage air travel arrangements for group programs of varying sizes.
• Organize manifests, reporting, traveler updates, schedule changes, and travel documentation.
• Be responsive to travelers and clients throughout the booking process.
• Serve as a liaison between the client, travelers, agents, and internal departments.
• Assist management with airline contracts, group blocks, attrition management, and utilization tracking.
• Follow up with the client regarding travel plans and program requirements.
• Create, maintain, and distribute operational, KPI, SLA and client reports for management and client contacts.
• Research customer service issues and reservations records to provide information and resolution recommendations to management.
• Identify process improvements, workflow efficiencies and training opportunities and provide recommendations to management.
• Maintain job aids, procedures, training materials, and other documentation on the account and processes.
• Meet all KPIs as required for the position and outlined by management (e.g., productivity, transactions, errors, SLAs, response times, meeting set up timelines), including maintaining consistent attendance and adherence to the schedule.
• Document all information in the CRM and other tools as required.
• Utilize various applications, including GDS, online booking tools, Smartsheet, Confluence, Jira, CRMs, and various internal applications.
• Follow ADTRAV policies, procedures, and approved workflows on how to service travelers.
• Provide excellent customer service in every interaction with travelers and the client.
• Show empathy and be able to identify and solve issues.
• Communicate effectively with other agents and employees to solve problems, gather information, and service travelers and the client.
• Become knowledgeable in ADTRAV's industry and customer base.
• Participate in ongoing training to continuously build and maintain knowledge and skills in the industry and with the account.
• Represent ADTRAV by embracing the company values and maintaining effective working relationships with employees, partners, vendors, and clients.
• Adhere to company policies and procedures.
• Other duties as assigned.

Group Air Coordinator supporting dedicated client air travel needs

Group Air Coordinator – Dedicated, Team Lead

Group Air Coordinator supporting dedicated client air travel needs at ADTRAV Travel Management. Leading operations and ensuring exceptional service for group air programs.

• Lead, coach, and develop a team of onboarding specialists and implementation professionals.
• Establish clear performance expectations and promote a culture of accountability, collaboration, and client focus.
• Conduct regular coaching sessions, performance reviews, and career development planning.
• Support workforce planning, capacity management, recruiting, onboarding, and training activities.
• Foster employee engagement and inclusion while encouraging continuous learning and knowledge sharing.
• Oversee end-to-end onboarding activities for global treasury and strategic treasury management solutions.
• Ensure successful implementation of complex client configurations, integrations, and servicing requests.
• Act as an escalation point for high-priority or at-risk implementations.
• Monitor project milestones, service level agreements, and client commitments to ensure successful delivery.
• Drive proactive communication with clients and internal partners throughout the implementation lifecycle.
• Champion a best-in-class client onboarding experience.
• Partner with Sales, Treasury Management Consultants, Relationship Managers, and Product teams to support client retention and growth.
• Develop strategies to improve onboarding effectiveness, reduce client effort, and increase client satisfaction.
• Participate in client meetings as needed for strategic or complex relationships.
• Monitor team performance metrics, productivity, quality, and service levels.
• Identify trends, bottlenecks, and opportunities for process improvement.
• Lead initiatives focused on automation, standardization, and efficiency gains.
• Ensure execution of procedures, controls, and operational standards.
• Support implementation of new products, services, and strategic initiatives.
• Maintain adherence to regulatory, operational, and enterprise risk requirements.
• Ensure proper execution of controls, approvals, documentation, and audit requirements.
• Identify and address risks that may impact clients, employees, or operational performance.
• Partner with Risk, Compliance, and Audit teams to support reviews and remediation efforts.
• Collaborate with Product Management, Operations, Technology, Client Connectivity, Treasury Servicing, and other TCOS teams.
• Support enterprise projects impacting onboarding processes, client experiences, or treasury products.
• Represent the Global Solutions Onboarding team in leadership forums and strategic initiatives.
• Provide subject matter expertise for complex treasury management solutions and onboarding practices.

Team Lead managing onboarding for Treasury Management solutions at U.S. Bank

Team Lead – Global Solutions Onboarding

Team Lead overseeing a team of onboarding specialists for complex Treasury Management solutions at U.S. Bank. Responsible for client implementation, employee development, and operational excellence.

• Manages a caseload of complex claims that cover a variety of eligibility types, policy provisions, and/or multiple diagnoses and claim factors.
• Analyzes and processes claims by investigating and obtaining a wide range of complex information.
• Applies claims policies & procedures and appropriately engages intervention of internal/external resources to ensure fair, ethical, and timely management of assigned claims.
• Utilizes judgment and knowledge of claims management to make decisions based on information available at the time of decision.
• Analyzes and interprets complex coverage contracts to determine if eligibility is met.
• Effectively manages time and desk organization; coaches others on techniques and systems for organizing/prioritizing work and staying current on caseload.
• Identifies and resolves gaps in financial calculations and offsets when applicable, shares technical knowledge and approach on financial calculations with team members.
• Interprets calculations correctly involving complex contract provisions and works with applicable resources as needed to resolve issues.
• Understands and reinforces to junior team members the importance of correct and accurate eligibility decisions and benefit calculations.

Specialist, Long Term Disability Team Lead managing complex claims

Long Term Disability Team Lead

Specialist, Long Term Disability Team Lead managing complex claims for Lincoln Financial's Group Protection Organization. Collaborating with peers and supporting other LTD teams while providing technical guidance.

• Lead, mentor, and coach a team of customer support representatives, providing guidance and support to ensure optimal performance outcomes.
• Conduct regular team meetings and provide ongoing training and development opportunities to enhance skills and knowledge.
• Ensure that all customer inquiries, concerns, and complaints are addressed promptly and effectively, maintaining the highest levels of customer satisfaction.
• Develop and optimize customer service processes and workflows to improve efficiency and productivity.
• Analyze metrics and KPIs, such as response times, first contact resolution, and customer satisfaction scores, and take necessary actions to meet or exceed targets.
• Prepare regular reports on customer service performance, including key metrics, trends, and customer feedback, and present findings to management.
• Identify areas for improvement and implement strategies to enhance customer service operations based on data-driven insights.
• Handle employee issues, including performance concerns, conflict resolution, and disciplinary actions when necessary.

Team Lead for Customer Support at Crescendo

Healthcare Team Lead – Temporary

Team Lead for Customer Support at Crescendo empowering representatives to ensure excellent customer experience. Leading training, analyzing performance metrics, and optimizing customer service operations.

• Responsible for the development and implementation of a team strategy to meet assigned goals
• Mitigate risk and underwrite transactions that are originated by the middle market banking team
• Ensures that overall portfolio of relationships and transactions are in alignment with the risk profile of the bank
• Maintaining acceptable levels of credit quality, consistent with the bank's credit policies, procedures, and guidelines
• Regular monthly, quarterly and annual portfolio tracking/reporting within established tolerances
• Maintains a highly credible relationship between portfolio management and HNB's credit approval authorities
• Develops robust portfolio analysis processes and data capture processes that manage risk and generate valuable market insights to management and clients
• Identifying client needs (both credit and non-credit) within the portfolio and referring to middle market banking team for urgent execution to drive revenue growth
• Coaches and mentors team members

Team Leader for Commercial PM ensuring risk management and underwriting strategies

International Corporate Banking PM Team Lead

Team Leader for Commercial PM in charge of strategy development and risk management in banking operations. Leading a team to maintain credit quality and support revenue growth.

• Ensure assigned work area and daily effort is executed in a safe and organized manner
• Manage daily work requirement ensuring adequate resource planning and successful accomplishment of daily goals
• Create a team environment that values associates and their contributions, open communication, continuous improvement, feedback, and pride in execution
• Delegate tasks and set deadlines for your team that are aligned with achievement of assigned metrics
• Monitor team and individual performance and report potential shortfalls to warehouse management
• Identify opportunities for process improvement and work with team to implement
• Look for training opportunities and provide coaching to assigned associates
• Resolve issues and conflicts and understand the “when” to escalate to supervisor
• Coordinate with other distribution team leads to ensure all assigned metrics are on track
• Ensure all work assignments are completed to the highest standard of quality in line with customer expectations
• Provide updates to management each day on state of assigned workload
• Perform other duties or tasks as assigned

Distribution Team Lead overseeing warehouse operations at Rollease Acmeda

Distribution Team Lead

Distribution Team Lead responsible for distribution efforts in a warehouse environment. Leading a team at Rollease Acmeda, an innovator of precision window covering hardware systems.

Team Lead jobs in North Carolina

See all jobs on JobTailor