Operations Team Leader - Banking & Financial Account

Operations Team Leader - Banking & Financial Account

Description

• Leads and manages a team of CSR's in the optimal execution of call center operations activities (i.e. taking calls, addressing customer issues / complaints, placing sales orders).  

• Ensures that each team member meets / exceeds their goals and metrics on a daily, weekly, and monthly basis.  

• Conducts performance management activities for team members supervised.  

• Conducts timely planning, assessment, and feedback meetings as stipulated in the company’s performance cycle.  

• Ensures that personal and team goals are set, and provides the necessary coaching, mentoring, and assistance in order for team members to achieve their targets.  

• Monitors each team member’s performance throughout the shift, providing assistance, coaching, and mentoring as necessary.  

• Provides positive and constructive feedback on what individual team members need to do in order to attain their daily targets.  

• Handles escalation calls from CSR's, exercising discernment on whether or not individuals are capable of handling complex customer calls.  

• Imparts knowledge and experience gained on the floor in order to equip team members with the necessary skills to handle complex customer interactions.

• Prepares reports on top and bottom performers and cross-checks this with overall metrics for the account / program.  

• Utilizes tangible and quantifiable data (i.e. Baleen metrics) as a basis for providing rewards and recognition, as well as a means for coaching and mentoring.  

• Maintains transparency with the group on team / individual performance achieved.

• Brainstorms with fellow Team Leaders and the Operations Manager to discuss various issues / problems faced by their respective teams.  

• Analyzes and determines what affects agent / team performance, establishes solutions, designs new incentive programs, and improves working conditions based on findings.

• Prepares and submits reports on team performance to the Operations Manager.  

• Discusses overall team performance in relation to the objectives of the Company and the program / account.  

• Determines areas for improvement of the account’s performance and translates these to action plans for the team.  

• Ensures that all team members are aware of policy and procedural updates by coordinating for / facilitating recurrent training of agents.  

• Gathers information on Client updates on policies and procedures, and conducts weekly training sessions that center on procedural updates / changes in order to familiarize agents.

• Motivates and inspires all team members to perform better by formulating and implementing regular (i.e. weekly, monthly) team activities.  

• Designs incentive-based programs aimed at motivating agents to attain the different goals and metrics, boost morale, and ultimately meet or exceed service levels set by the Client. 

• Manages the queue and controls abandoned calls by utilizing available equipment and resources (i.e. CMS, hold time, AHT).  

• Ensures that passing service levels are met and / or exceeded by maximizing the headcount of CSR's on the floor.

• Acts as a Human Resources and HR-Business Partners point-person, having the jurisdiction to address grievances in line with the Company’s policies / procedures and the Labor Code of the Philippines.  

• Takes initiative in acquiring the necessary Human Resources knowledge in order to increase one’s supervisory capabilities.  

• Primarily handles grievances / issues (i.e. attendance, performance, behavior and attitude) prior to escalating these to the Human Resources - Business Partners.

• Attends Compensation and Benefits concerns of assigned CSR's, focusing on payroll disputes, the timely preparation and submission of payroll templates.  

• Accurately tracks and indicates hours of overtime and  night differential rendered by each assigned agent for the proper computation of salary.

Required skills + qualities (technical):

• Bachelor’s degree in any field

• Completion of all PEP courses, Client-specific Certification, HR for Non-HR, Basic WFM Orientation, LEAD, Six Sigma Yellow Belt

• At least one year (1) call center experience within TIP and/or as a Team Captain/Team Leader in other call centers, specializing in Customer Care and / or Marketing and Sales and/or Technical support operations.

• Working knowledge of call center operations and organization required.  

• Prior knowledge of client-specifics (i.e. nature of account, metrics, client applications, etc...) preferred.  

• Proficiency with MS Office applications (i.e. MS Word, Excel, PowerPoint, etc...) and other call center-specific software / systems (i.e. CMS/IEX, Baleen, Blue Pumpkin, etc...).

Required skills + qualities (technical):

• Supervisory and people-management skills.  

• Project management skills.  

• Excellent oral and written English communication skills with professional communication skills both verbal and written business correspondence; planning, organizing and coordination skills.   

• Adaptive to changing work schedules and working hours.  

• Active listening skills.  

• Operates with minimal supervision.  

• Customer orientation.  

• Time Management and Multitasking skills.  

• Detail-oriented, Analytical, Problem-Solving and Decision-Making skills.  

• Presentation Skills.

Minimum requirements for internal applicants:

• Must be a regular and active team member of TELUS Digital Morocco.
• Must have no active disciplinary sanctions at the time of application.
• Must have Not received CCTS compalint/Executive escalation nor any Fraud alert over the last 6 months
• For Lateral Movement
  • Must be a regular and active team member of TELUS Digital Morocco.
  • Must have a minimum of six (6) months of continuous tenure in the current role.
  • Must have no active disciplinary sanctions at the time of application.
  • Scorecard Rating Criterias:
    • Application for the same role: Must have achieved an “Developing” rating or higher, with a six (6)-month average on the performance scorecard.
    • Application for a different role, same job level: Must have achieved an “Achieving” rating or higher, with a six (6)-month average on the performance scorecard.
• For Promotion Movement
  • Must be a regular and active team member of TELUS Digital Morocco.
    •  Managers and above application (regardless department):
    • Must have a minimum of two (2) years of tenure in the current role.
    • Must have no active disciplinary sanctions within the past one (1) year.
    • Must have achieved an “Achieving” rating or higher, based on a six (6)-month average performance scorecard &