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Client Solutions Center Team Leader - Virtual Branch

Remote, USA Full-time Posted 2025-04-16

About the position

The Client Solutions Center Team Leader is responsible for overseeing the performance of the Client Solutions Center Specialists and Senior Specialists, ensuring that departmental goals and bank-wide objectives are met. This role involves leading a diverse team, implementing sales tactics, and enhancing the digital client experience while fostering a positive work environment aligned with Centier's values.

Responsibilities
?? Manage and support a diverse team of Client Solutions Center Specialists/Senior Specialists.
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?? Participate in the servant sales process and implement sales tactics to enrich client lives.
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?? Meet weekly with the CSC Manager to strategize and review team performance.
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?? Assist team members with client situations by providing guidance and solutions.
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?? Conduct performance management activities including reviews, coaching, and action plans.
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?? Ensure compliance with BSA/AML/OFAC regulations and report suspicious activities.
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?? Create a positive work environment through recognition and celebration of successes.
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?? Stay updated on trends and technologies to enhance the digital client experience.
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?? Evaluate processes and recommend improvements for efficiency and user experience.
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?? Coordinate training and development for team members and maintain current job aids.

Requirements
?? Bachelor's degree preferred, preferably in a business-related field, or comparable related experience.
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?? 5+ years of combined experience in a contact center and banking.
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?? 3+ years of proven sales experience.
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?? Excellent interpersonal, communication, and organizational skills.
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?? Strong analytical and technical skills.
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?? Demonstrated ability to work within and develop a team environment.
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?? Leadership experience with a successful record of coaching and mentoring associates.

Nice-to-haves
?? Experience in digital account opening processes.
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?? Knowledge of banking products and services.
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?? Familiarity with performance management systems.

Benefits
?? Access to Marathon Health Clinics with free visits and prescriptions.
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?? Generous Paid Time Off benefit.
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?? Tuition Reimbursement.
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?? 401K match.
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?? Associate Stock Ownership Plan.
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?? Daycare Reimbursement.
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?? Free Onsite Fitness Center/Fitness Reimbursements.
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?? Health and Wellness Programs.
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?? Career Growth opportunities.
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?? Work/Life Balance initiatives.

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