About this opportunity
Insight Global lists this Customer Service Team Lead opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Must-Haves:
5+ years of experience in Consumer Digital, Branch Banking Operations, Treasury Management Services, or related banking fields
High School Diploma required
Intermediate to advanced knowledge of banking operations
Deposit operations
New account opening
Loan administration
Treasury management products and services
Strong written and verbal communication skills
Advanced business, legal, and technical writing abilities
Proficiency with Microsoft Office Suite
Strong problem-solving and root-cause analysis skills
Experience providing high-level customer service in financial services environments
Plusses:
Bachelor's Degree in a related field
Previous leadership or team lead experience
Sales and service experience with business deposits or treasury management products
Experience with quality assurance scorecards and performance reviews
Experience supporting change management initiatives
Experience evaluating and developing technology solutions
Day-to-Day:
Serve as a subject matter expert for the Consumer Digital Client Care team
Handle complex client requests and escalations
Support clients through the full lifecycle of banking products and services
Assist team members with banking knowledge, processes, and client solutions
Manage workflow distribution across the team
Coordinate cross-training opportunities
Generate production and performance reporting for leadership
Ensure service level standards, compliance, audit, and risk requirements are met
Update and maintain internal call management systems
Participate in new technology evaluations and implementations
Review and grade quality assurance scorecards
Perform dual-control reviews of monthly scorecards
Support strategic initiatives using data analytics
Mentor and guide junior team members
Collaborate with internal departments to improve client satisfaction
Job Description:
Insight Global is seeking a Consumer Digital Team Lead for a top banking client. This individual will act as a subject matter expert supporting consumer digital banking operations and client care activities. The ideal candidate will have strong experience in deposit operations, treasury management, loan servicing, or consumer banking products while providing exceptional client support. This person will partner closely with leadership to oversee workflow distribution, support team development, ensure service-level compliance, and drive operational excellence. The role offers an opportunity to influence strategic initiatives, assist with process improvements, participate in technology enhancement projects, and serve as a key resource for both clients and internal team members within a fast-paced banking environment.
Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.