Demo

Call Center Manager for Financial Services Company

ValuTeachers
Ponte Vedra, FL Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/2/2025
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About Us

ValuTeachers is a trusted leader in financial services dedicated to the millions of employees in the K-12 public school systems across the country. We are committed to delivering exceptional customer support and efficient service to assure our mission that every teacher and employee can ‘Retire with Financial Dignity’. We are looking for an experienced Call Center Manager to lead our customer service team, optimize operations, and effectively manage our client database.

Key Responsibilities

  • Oversee daily call center operations, ensuring high performance and regulatory compliance.
  • Hire, lead, train, and mentor a team of supervisors and agents to achieve key performance indicators (KPIs).
  • Monitor and analyze call center metrics, and overall service levels.
  • Manage and organize the client database to improve accessibility, accuracy, and efficiency.
  • Implement database segmentation strategies for better client engagement and service delivery.
  • Ensure compliance with financial regulations and data security protocols.
  • Utilize CRM and call center software to enhance efficiency.
  • Collaborate with leadership to develop and implement strategies for customer retention and business growth.
  • Optimize workforce scheduling, forecasting, and process improvements to enhance productivity.
Qualifications & Skills

  • Minimum 10 years of experience managing a call center, preferably in financial services.
  • Securities Licensed highly desired (6, 63,65, 66 and 7 or a combination).
  • Proven expertise in customer service leadership, database management, and process optimization.
  • Strong knowledge of financial industry regulations and data security best practices.
  • Experience working with and managing CRM and call center software.
  • Analytical mindset with the ability to interpret data and drive informed decisions.
  • Excellent leadership, communication, and problem-solving skills.
  • Ability to manage budgets, develop strategies, and drive operational success.
What We Offer

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package, including health, dental, and 401(k).
  • Career growth opportunities within a dynamic and fast-paced industry.
  • A collaborative and supportive work environment.
Join Our Team Today!
If you have the experience, leadership skills, and database management expertise to take our call center operations to the next level, we want to hear from you! 

Salary : $75,000 - $90,000

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