Supervisor, Client Onboarding and Support Team

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise and guide team members, cultivating a client-centric culture and ensuring the delivery of high-quality services.

• Act as a player-coach by directly addressing client support and onboarding needs as necessary.

• Oversee the daily operations of the support team, which includes resource management and performance tracking across phone, email, and digital channels.

• Supervise the client onboarding process, guaranteeing timely and accurate completion of documentation and account setup.

• Lead the onboarding for complex Treasury Management (TM) clients.

• Manage the establishment of new banking accounts.

• Monitor phone queues, resolve escalated client issues, and implement process enhancements for improved efficiency.

⛳️ Requirements

• A Bachelor’s degree in business, finance, or a related field is preferred.

• Prior supervisory experience in a client support or banking setting is essential.

• Excellent communication and leadership abilities.

• Proficiency in customer support platforms and telecommunication systems.

• Capability to manage multiple priorities and adapt to evolving client requirements.

🏝️ Benefits

• Health insurance

• Paid time off

• Flexible work arrangements