PCB Client Support Team Lead - RJ Bank

Job Description Summary

The Contact Center Team Lead is responsible for leading and motivating a team of client support specialists to deliver exceptional service while achieving operational and performance goals. This role ensures adherence to banking policies, regulatory requirements, and service standards while fostering a positive, high-performing team environment.

Responsibilities

• Lead, coach, and develop a team of client support specialists to achieve individual and team performance objectives.
• Monitor daily operations, including call volume, staffing, schedules, and service levels.
• Conduct regular coaching sessions, performance reviews, and quality evaluations.
• Ensure representatives comply with banking regulations, security procedures, and internal policies.
• Resolve complex customer inquiries, complaints, and escalated issues in a professional and timely manner.
• Identify training needs and partner with leadership to improve team performance.
• Support new employee onboarding, mentoring, and ongoing development.
• Collaborate with other departments to resolve customer issues and improve processes.
• Promote a culture of customer excellence, accountability, teamwork, and continuous improvement.
• Prepare operational reports and provide recommendations to management.
• Participate in projects, process improvements, and system implementations as assigned.
• Ensure business continuity procedures are followed during operational disruptions

Skills

• Leads and motivates a team by setting clear expectations, fostering accountability, and creating an inclusive, high-performing work environment.
• Coaches employees through ongoing feedback, performance observations, and development planning to improve individual performance and support career growth.
• Oversees daily contact center operations by balancing customer demand, service levels, quality standards, and operational priorities to achieve business results.
• Prioritizes team activities and resources to ensure timely resolution of customer requests while maintaining productivity and service standards.
• Exercises sound judgment to make timely operational decisions, resolve escalated issues, and balance customer experience, business needs, and organizational risk.
• Assesses transaction risk by reviewing customer requests, supporting documentation, and applicable policies to ensure compliant, accurate, and appropriate approval decisions.
• Supports business processes with minimal supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

General Experience - 13 months to 3 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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