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Operations Lead – Digital Banking
Location
Philippines
Posted
109 days ago
Salary
0
Seniority
Senior
Job Description
Operations Lead – Digital Banking
Extend Your Team
• Serve as the primary point of contact for customers via phone and email, handling inbound inquiries related to deposit accounts. • Resolve customer issues involving balances, transactions, interest, statements, ACH activity, debit cards, and account access. • Manage customer cases end-to-end, from initial contact through clear resolution and follow-up. • Handle escalated customer interactions, including time-sensitive financial concerns, with professionalism and effective de-escalation. • Assist with Reg E–related inquiries, including dispute intake, status updates, and customer communications, in coordination with Operations and Compliance. • Accurately document all customer interactions, actions taken, and outcomes in Zendesk or equivalent systems. • Identify recurring issues or process gaps surfaced through customer contacts and escalate them appropriately.
Job Requirements
- 5+ years of experience in customer support or operations for U.S. consumer banking products (checking accounts, debit cards, credit cards, or mortgages).
- Proven experience handling high-volume phone and email support in a regulated financial services environment.
- Strong understanding of ACH, debit card transactions, holds, posting timelines, and statements.
- Excellent verbal and written communication skills, with the ability to explain financial concepts clearly to customers.
- Strong problem-solving skills and attention to detail.
- Experience using Zendesk, Amazon Connect, Asana, or similar customer support and case management tools.
- Ability to work U.S. Pacific Time (7:00 AM – 7:00 PM, with a 1-hour break).
- Bachelor’s degree or equivalent relevant experience.
- Must be presently residing in the Philippines
Benefits
- Health insurance
- Professional development opportunities
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