Call Center Lead

Position Title: Call Center Lead

Department: Operations

Reports to: E-Branch Manager

FLSA Classification: Non-exempt

Compensation Range: $27.00 to $35.72 per hour

Job Summary:

The Call Center Lead, alongside the E-Branch manager, is responsible for managing phone volume in the call center and ensures a timely response occurs to all member requests received over the phone and/or via email or received in the mail. They are responsible for overseeing call center staff and ensuring that accurate and timely processes are followed.

Supervisory Responsibilities:

• Train new hires and identify training opportunities and serve as a role model, coach, mentor, and continuously motivate staff to achieve desired outcomes.
• May be responsible for scheduling and discipline in accordance with company policy.
• Coaching the team via call monitoring and observations.
• Assist in staff evaluation for annual reviews with documented feedback.
• Ensure the call center meets all compliance and regulatory BSA requirements.
• Meeting the department sales goals in alignment with the Credit Union strategic plan.
• Help develop individual development plans for the team to ensure growth within the department.
• Network at Credit Union events to promote the brand.

Duties/Responsibilities:

• Manage the phone volume in the call center to ensure timely and professional response times are met.
• Performs assigned teller tasks associated with the processing of member transactions such as posting deposits, loan payments and check withdrawals.
• Responsible for following proper identification procedures, performs a variety of account transaction requests received by phone including, but not limited to, deposits, loan payments and transfers.
• Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.
• Responsible for ensuring the staff is updated and knowledgeable of credit union policies, procedures, products, and business operations services.
• Responsible for maintaining accurate and legible record of all transactions.
• May be responsible for receiving and taking applications for loan products.
• Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations.
• Performs other related duties as assigned.