This job is responsible for performing and reviewing quality audits and monitoring and evaluating the quality of client interactions.
Key responsibilities include analyzing quality issues and performance measures for management review.
Providing feedback and formal education for employees or clients.
Reviewing casework to determine if actions and decisions meet regulatory requirements.
Leading the administration of defined procedures, analysis and report generation, and exception processing.
Performing Inline Quality Assurance (ILQA) reviews for depository and treasury product implementations.
Performing ILQA reviews for ~ 30+ requests daily, following a strict prioritization process to ensure timelines are met.
Validating required documents are provided, complete, and accurate while coordinating with business partners to obtain corrected documents, when needed.
Monitoring communication channels (Outlook, Skype, Teams, etc.) for workflow updates, partner inquiries, status requests, escalations, and business updates.
Responsible for performing quality audits and/or for reviewing evaluations completed by team managers.
Analyzing and understanding data and translating into coaching feedback by providing feedback to team managers and as input to formal associate education.
Identifying trends, escalating problems, and taking action.
Communicating with leaders on team performance and trends.
Organizing review sessions for leaders and employees to identify strengths and opportunities out to ensure process/scoring consistency.
Requirements
Minimum 2 years of Customer Service experience
Excellent verbal and written communication skills
Ability to multi-task and sustain high organizational skills in fast-paced environment
Willingness to learn and adapt to change
Ability to work independently and be a self-starter
Ability to promote teamwork and positive attitude
Ability to engage with client begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
An intermediate ability in computer skills.
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.