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Extend Your Team

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Operations Lead – Digital Banking

OperationsOperationsFull TimeRemoteSeniorTeam 201-500Since 2020H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

109 days ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

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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