Job Description - Team Lead (Contact Center)


  • Monitors call boards to ensure efficiency in agent work as well as the flow of inbound calls.   



  • Trains personnel in skills and telephone service delivery methodology and philosophy.   



  • Supervises and schedules personnel to ensure adequate staff to meet service delivery demands of members by telephone and occasionally in person.   



  • Continuously monitor Contact Center operating procedures and processes to improve productivity, response time, and the efficient use of both employees and technology.   



  • Has a thorough understanding and knowledge of credit union products and services, telephone equipment and software.   



  • Establishes authority system for problem resolution to ensure fast turn-a-round time.   



  • Monitors attainment of established sales goals for the credit union’s products and services and establishes standards to ensure quality service delivery.   



  • Communicates with managers/supervisory team to identify departmental needs.   



  • Supports Manager and Associate Manager with administrative tasks and coaching process as needed.   



  • Utilizes resources such as Connections, additionfi.com, and training materials, etc.   



  • Understands and utilizes phone and computer systems   



  • Provides daily oversight of agent staff and assigns/directs daily duties and work for supporting staff   



  • Handles escalated member calls and providing solution   



  • Assists with interviewing new staff, training support staff, assisting in appraising performance, and resolving problems.   



  • And other department wide projects and tasks as assigned by leadership.   

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