Manager, Customer Experience and Direct Sales

Alberta Motor Association

$75K — $95K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education in commerce, business management, finance, or equivalent experience.
  • 10+ years supervising teams in customer service and sales environments.
  • Advanced understanding of financial performance metrics preferred.
  • Proficient in Microsoft Office, especially Excel, and Contact Centre software.
  • Experience with telephony applications and multi-channel service delivery.
  • Strong analytical skills with attention to detail and big-picture mindset.
  • Fluent in conflict management and adept at resolving escalated customer issues.

Responsibilities

  • Report to the Director of Operations.
  • Ensure exceptional service delivery in the Customer Experience Centre.
  • Lead the Customer Experience and Direct Sales team to meet organizational goals.
  • Communicate expectations and hold team accountable for results.
  • Coach employees and manage recruitment and training of new hires.
  • Prepare and implement BPC plans as needed.
  • Administer the Bank's call recording and escalation platforms.

Benefits

  • In-office work model.
  • Opportunity to lead a team in a dynamic financial services environment.
  • Exposure to innovative customer service processes.
  • Potential to impact customer experiences directly.
  • Join a team committed to high-quality service delivery.
Full Job Description
LEADERSHIP IS YOUR calling

The Opportunity
When you recall the best Call Centre experience you ever had, you can't help but think, "How would I have done it even better?" Putting smiles on people's faces - even over the phone - is just what you do. You're an excellent communicator who listens when people talk; and when you talk, people listen. For you, it's all about coaching a team to deliver results, and the satisfaction of resolving service challenges with innovative solutions. We love that about you.

How You'll Make an Impact
  • Report to the Director, Operations.
  • Ensure exceptional service delivery in a Contact Centre (Customer Experience Centre) environment.
  • Lead the Customer Experience and Direct Sales team to deliver high-quality, timely products and services in accordance with Bridgewater's goals and objectives.
  • Communicate performance expectations and hold employees accountable for results.
  • Coach employees to succeed in their roles - including recruitment and training of new employees.
  • Support Bridgewater Bank as a telephony expert and act as a liaison to AMA Telephony.
  • Prepare and enact, when necessary, a BPC plan for CEC and Direct Sales.
  • Administer the Bank's call recording program and escalation platform (ECHO), while providing employees with support in both system usage and escalation handling.
  • Help identify customer-related issues and develop positive customer options.
  • Investigate and report privacy concerns.
  • Act as the primary point of contact for the Bank's four-step escalation process at Level 2, and support ombudsman at Level 3.
  • Ensure an optimal renewal process for our mortgage and direct deposits customers.
  • Manage headcount forCECand Direct Sales, according to staffing budget.
  • Ensure collection of all fees by the CEC and Direct Sales team.
  • Assist existing customers in changing their mortgage when facing life events and home changes to ensure continued revenue for the Bank.


What You Bring to the Table
  • You have post-secondary education in a relevant field, such as commerce, business management or finance - or the equivalent combination of education and experience.
  • You have at least 10 years' experience supervising successful teams in a fast-paced customer service and sales environment.
  • You get Brownie points if you have advanced understanding of financial performance metrics, and experience working in the financial services industry.
  • You're proficient with such software programs as Microsoft Office (especially Excel), Outlook, Visio, Wealthview, and Contact Centre software (recording, scheduling and reporting programs).
  • You're no newbie in a Contact Centre. Your CV includes experience working with telephony applications and multi-channel service delivery.
  • You can share examples of your ability to be detail-oriented yet still see the big picture when it comes to process and system-related issues. Analytics are where you shine!
  • You have experience with queue management and design.
  • You're fluent in conflict management and have a demonstrated knack for resolving escalated customer issues.

WORK MODEL:
In-Office

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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