ACCOUNT SERVICES TEAM LEADER | Job Opportunity in Miami, FL! The Account Services Team Leader has the responsibility to manage the execution of activities and tasks under the ownership of the department. Supervises all area’s activities, assuring that all requests are processed and approved according with the Bank’s written policies and procedures. The function has the objective to support and execute the demands from the clients (including internal requests), and also support other areas of the Bank and Broker Dealer. Manage team’s daily work, productivity, volume and KPIs. Apply now: https://lnkd.in/d4897S_b
Pacifica Continental’s Post
More Relevant Posts
-
#hiring Wealth Relationship Associate - Outer Richmond, San Francisco, United States, fulltime #jobs #jobseekers #careers #SanFranciscojobs #Californiajobs #SalesMarketing Apply: https://lnkd.in/gEEmhiAz The Relationship Assoc - SAFE ACT is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.Responsibilities:The Relationship Associate will be responsible for providing a remarkable client experience and deepening relationships of Private Bank clients.The Manager Associate will utilize a team-based approach to provide potential solutions to a client's complex financial needs.Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold 'Service' clients SalesConduct banking discussions with clients to understand client needs; clearly create, communicate, and execute solutionsIdentify new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolioEnsure productivity, service and client satisfaction indicators are above the minimum defined standardRefer opportunities to segment partners where appropriateTake ownership of the client experienceEnsure client's documentation and information is up to date and complete according to the regulatory requirements. Follow up on documentary exceptions until they are regularized.Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit
To view or add a comment, sign in
-
Hiring Alert, Team Manager, Bank contact center Job Title: Team Manager Education: Minimum Degree Salary : Best in industry Job Description: Role Details · Lead a team of Supervisors and customer service representatives / officers in a manner that the team consistently meets the business objectives in areas of Customer service, Channel usage, Cross selling and Revenue generation. Prepare dashboard · Manage the day-to-day operations of the unit as per defined processes and ensure compliance to audit guidelines. · Focus on day to day operations and ensure that unpredictability in call volumes is handled. Give feedback and discuss performance with each team member on a periodic basis. · Responsible for training call centre agents to make sure that service delivery on their part is always up to speed. Allocating work-time to call centre agents according to the workload (frequency of calls) · Oversee the recruitment of required and qualified personnel to fill job openings for call centre officers · Maintain and enhance call centre operations by supervising system performance(s), identifying and providing solution(s) to problems. Overall Job Description Roles and responsibility · Develop new and expand existing customer relationships for CASA and assets · Building effective relationship with clients to retain and developing sustainable relationship · Identify client financial and other banking needs and cross sell the required products to ensure stickiness with bank · Work closely with other departments to ensure that customer instructions are executed in timely and correct manner · Improving customer experience by collating customer feedback identifying areas to improve such as operational, administrative processes and competitiveness of products and services · Maintaining an awareness of relevant products and services available from group sources and elsewhere in order to provide the best solutions for clients · Maintain complete relationship record for assigned client accounts · Daily monitoring of call flow and volumes for the team. · Ensure, the officers are engaging with all customers regularly and in a proper manner by monitoring the calls. · Conduct sup reviews to increase team’s productivity. · Review of the leads sheet for each officer and ensuring the latest lead status is updated · Aid the officers in their problem areas like objection handling, product features, pitching · Maintain a track of officer’s performance w.r.t leads, conversions, income, achievement of portfolio parameters etc · Conduct daily huddles and team meet to ensure job expectations and productivity is maintained. · Coordinating with the Sales Manager to get the latest feedback from the sales executives · Tracking and highlighting possible customer issues due to improper lead management Score card metrics and team activities
To view or add a comment, sign in
-
A typical day for a bank operations manager goes like: 1. Conducting morning routine and meetings 2. Preparing for customers. 3. Ensuring tellers and customer service desks are operational. 4. During the day, authorization of customer instructions according to limits allocated. 5. Dealing with customer matters as escalated to them or where intervention is required. 6. Calling customers to give them feedback regarding different bank products. 7. Following up on different reports for submission to different departments. 8. Marketing bank's products either via telephone calls or actual customer visits. 9. Doing teller tick-backs for the previous day. These are some of the duties I perform on a daily basis, among more that I will not delve into due to their nature. #recruiters If you are looking for someone who understands processes and procedures and how to implement them to get the desired results, talk to me. #recruiters If you are looking for someone who can change a high risk rating audit report for a branch/department to a low risk rating, let's talk. This is something I have done and maintained a low risk rating with no RAFs. #operationalexcellence
To view or add a comment, sign in
-
Faisal Islamic Bank of Egypt is hiring Position Teller thus If you willing to apply at that better apportunity to get on several of diversified knowledges in the future. That will be great apportunity to anyone wants build better future, maybe that apportunity aid you to achieve even a little bit of your aims,so initiate at apply and send your curriculum vitae on E_mail address is below, if you want know more of terms, requirements just check up the Link best of luck to everybody ❤️🌸. #knowledge_is_power #sharing_that_post #help_to_find_the_help🤍
We are looking for Hiring " Teller " For more details about the job https://lnkd.in/dTYCk5Uj Send Your Cv to Careers@faisalbank.com.eg - Job Code 202403
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Tampa, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Tampajobs #Floridajobs Apply: https://lnkd.in/g-Sac5gZ Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Product Line Leaders and prod
https://www.jobsrmine.com/us/florida/tampa/executive-bank-complaint-management/472104153
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Tampa, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Tampajobs #Floridajobs Apply: https://lnkd.in/g-Sac5gZ Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Product Line Leaders and prod
https://www.jobsrmine.com/us/florida/tampa/executive-bank-complaint-management/472104153
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Charlotte, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Charlottejobs #NorthCarolinajobs Apply: https://lnkd.in/g9nwEMGf Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Prod
https://www.jobsrmine.com/us/north-carolina/charlotte/executive-bank-complaint-management/472982255
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Phoenix, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Phoenixjobs #Arizonajobs Apply: https://lnkd.in/g5Fmysvp Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Product Line Leaders an
https://www.jobsrmine.com/us/arizona/phoenix/executive-bank-complaint-management/472982268
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Charlotte, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Charlottejobs #NorthCarolinajobs Apply: https://lnkd.in/g9TgEPWT Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Prod
https://www.jobsrmine.com/us/north-carolina/charlotte/executive-bank-complaint-management/472104077
To view or add a comment, sign in
-
#hiring Executive, Bank Complaint Management, Charlotte, United States, $339K, fulltime #opentowork #jobs #jobseekers #careers $339K #Charlottejobs #NorthCarolinajobs Apply: https://lnkd.in/g9TgEPWT Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity Accountable for defining the overall complaint strategy to ensure a strong infrastructure exists as it relates to Bank end to end complaint handling. Defines the operating strategies, policies, and procedures aimed at achieving operational effectiveness, efficiency and compliance. Develops the strategy roadmap and portfolio of initiatives to ensure the continued evolution of best in class member experience utilizing advocacy teams, member feedback analytics and external benchmarking services, and partnering with enterprise teams, service quality teams and additional internal stakeholders to reduce member service gaps. Responsible for identifying, developing and leading complaint initiatives, and reporting trends and results to the USAA Bank leadership and USAA boards. This position can work remotely in the continental U.S. with occasional business travel. What you'll do:Accountable for identifying, tracking and prioritizing trends and insights gained through member feedback and sentiment, benchmarking of competitors and member research, and partners with responsible parties to close member experience gaps.Identifies and reports performance targets that track overall member experience and sentiment regarding Bank products and channels.Develops and drives business strategies and tactics, providing direction and executive thought leadership regarding member experience and reputation.Owns the Bank member experience strategic roadmap.Briefs Bank President, Board of Directors, senior executives, CEO, Executive Council and senior management on member trends, reputational risks, action plans and resolution.Proactively analyzes member sentiment and root cause dissatisfiers.Articulates member experience and business opportunity improvements and takes appropriate action to influence prioritization and implementation of process improvements.Identifies, quantifies and communicates member experience opportunities to included potential reputational impacts within products, channels or services, with oversight for the execution of service improvements, prioritization and implementation.Coordinates with Bank Prod
https://www.jobsrmine.com/us/north-carolina/charlotte/executive-bank-complaint-management/472104077
To view or add a comment, sign in
291,507 followers
Senior executive associate at Cognizant
4wI'm interested