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The Team Leader – Financial Account is responsible for managing, coaching, and developing a team of customer service or back-office associates handling financial products or services (e.g., banking, payments, lending, collections, insurance). The role ensures the team meets performance targets for accuracy, compliance, quality, productivity, and customer satisfaction while maintaining strict adherence to financial regulations and security standards.
Job Responsibility:
Demonstrate exceptional client service skills and leadership capabilities
Apply comprehensive knowledge and understanding of project management principles and methodologies
Utilize solid analytical and problem-solving skills to address challenges effectively
Make quick decisions and implement action items with agility in an expedited time frame
Monitor team performance and report results and issues to higher-level leadership
Assist the team with escalated client or account issues
Oversee career development, performance, and pay discussions with team members
Interact with clients and internal departments to resolve issues promptly
Lead staff to complete assignments using established guidelines, policies, and procedures
Ensure appropriate record keeping, required reports, and maintenance of related administrative functions
Compile and analyze data to identify trends for root cause analysis
Provide coaching and feedback to the team based on individual metrics
Consistently coach and provide feedback to direct reports
Hold direct reports accountable to minimum expectations
Provide leadership with consistent team progress updates
Conduct call/transaction audits and participate in QA calibrations
Requirements:
2 Year experience as a SME or higher in a contact center environment
2 Years MS Office Suite Experience including report writing and presenting
2 Years experience in Metrics Management - Data-driven approach towards Metric Management