Team Leaders — Financial management firm

Open Access BPO


Date: 1 week ago
City: Makati City
Contract type: Full time
Qualifications

  • A degree or equivalent work experience in management or training in team leading is a plus
  • Work experience as a team leader or supervisor
  • In-depth knowledge of performance metrics
  • Good technical skills—able to comfortably navigate through smartphone and desktop applications
    • Experience in using MS Office applications, especially Excel
  • Excellent written and spoken English communication skills
  • A team player, empathic and diplomatic with effective conflict resolution skills but equally competent working independently if needed
  • Experience handling both voice and non-voice customer support programs
  • Organizational, decision-making skills and have a time- management skills
  • Problem-solving and decision-making skills
Responsibilities

Once hired, Team Leaders for our financial management program are tasked to accomplish these responsibilities:

  • Team Management Tasks
    • Conduct reviews to discuss progress, wins and challenges, goals, and team building activities
      • Identify trends across the team and individual analysts from QA scores and productivity stats
      • Assess current project processes to recommend improvements and adjustments
    • Conduct group meetings with the agents to go over feedback, quality, and coaching strategies
      • Provide feedback and action plans to meet program goals
      • Provide weekly coaching sessions with team members
    • Communicate any immediate issues with the team
      • Address disciplinary and performance-based opportunities
      • Disseminate all new updates and company or project policies to the team
    • Ensure low performers are provided coaching logs and performance improvement plans as necessary
    • Provide floor support/coaching
    • Develop creative ways to motivate team and drive performance
    • Collaborate with the Training & Development team to provide re-training
      • Provide recommendations for training procedures
  • Program-Specific Tasks
    • Be the main point of contact for team’s daily operational activities
      • Check queue volume for the day; analyze and understand volume trends and where the agents need to be placed in order to meet SLA
      • Monitor communication with the client for any updates or changes
      • Reconcile agent hours in client time tracking; confirm information accuracy and adjust accordingly to ensure correct billing hours and productivity count
      • Coordinate with other teams to prepare and send out daily reports
    • Attend client meetings to discuss feedback and case examples
      • Help develop meeting agenda for weekly team meetings
    • Conduct official quality checks if needed
    • Resolve cases/tickets/calls/escalations as needed by the client
    • Perform other tasks as required by the client and the company

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