Posted 7 months ago
Team Leader | Banking and Financial Account | Clark
AI Summary
Team Leader in a BPO setting, managing a banking and financial account team. Focuses on improving team performance and customer experience metrics, driving attendance and engagement, and acting as a client advocate.
About this role
Team Leader | Banking and Financial Account | Clark
About Sutherland
Artificial Intelligence. Automation. Cloud engineering. Advanced analytics. For business leaders, these are key factors of success. For us, they’re our core expertise.
We work with iconic brands worldwide. We bring them a unique value proposition through market-leading technology and business process excellence.
We’ve created over 200 unique inventions under several patents across AI and other critical technologies. Leveraging our advanced products and platforms, we drive digital transformation, optimize critical business operations, reinvent experiences, and pioneer new solutions, all provided through a seamless “as a service” model.
For each company, we provide new keys for their businesses, the people they work with, and the customers they serve. We tailor proven and rapid formulas, to fit their unique DNA. We bring together human expertise and artificial intelligence to develop digital chemistry. This unlocks new possibilities, transformative outcomes and enduring relationships.
Sutherland
Unlocking digital performance. Delivering measurable results.
- Managing Team Performance: Improve team performance on Customer Experience metrics (Resolution and CSAT) through call listening, behavioral coaching and setting effective action plans. Address Team level variation through targeted coaching for outliers and involving on Continuous Improvement activities
- i. Accomplish weekly deliverables, such as:
- Coaching compliance inclusive of RCAs and action Plans.
- Weekly Audit requirement and call scrubbings
- Team attendance infractions insights thru internal Sutherland attendance tool
- ii. Provide ideas that can help the client improve their product, business, processes and/or policies
- iii. Present Team Performance to Clients in as needed basis
- i. Accomplish weekly deliverables, such as:
- Client advocate: Address team attendance and attrition through relationship building and removing barriers that affect People Metrics. Improve employee morale
- i. Set up accountability discussions on attendance and performance challenges
- ii. Report potential red flag on employee retention and partner with Operations Manager on stay interviews
- iii. Keep employees in the loop for any internal and external updates
- Have Team participate on Site and Program employee engagement activities
- iv. Come up with Team level mini engagement activities to hype morale
Qualifications
Our most successful candidates will have:
- At least 2 years of experience as a Team Leader/Team Manager in a BPO setup with banking and financial background
- Be able to work in MS Office
- Be able to work in a fast-paced environment
- Be pro-active in developing trust and professional rapport with employees and team members; work as a team-player
- Have strong analytical skills; be able to interpret data, identify trends, and make suggestions for improvements
- Have strong verbal and written communication skills; be able to communicate in a clear, constructive, and professional manner
Additional Information
All your information will be kept confidential according to EEO guidelines.
Skills
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Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.