Banking Operations Team Lead

Accenture; Taguig; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Accenture in Manila recruits for a senior role overseeing a team delivering high-quality support to wealth management clients and financial advisors. The position focuses on leadership, operations, and client service within a fast-paced banking environment.

You will coach staff, manage performance, and collaborate with internal stakeholders to resolve client issues while ensuring compliance with controls and regulations. Night shifts and on-site work are required.

Qualifications

• Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent.
• Minimum 1 year of leadership, supervisory, or team lead experience.
• At least 3 years of client service experience within Banking, Wealth Management, Financial Services, or Investments.
• Experience with Salesforce, Client Central, or similar banking platforms is preferred.
• Strong communication and stakeholder management skills.

Responsibilities

• Lead a team responsible for delivering high-quality support to banking and wealth clients.
• Oversee daily operational activities including account servicing, money movement requests, and transaction support.
• Drive service excellence through coaching, guidance, and performance management.
• Partner with advisors and internal stakeholders to resolve client issues efficiently.
• Ensure operational processes comply with internal controls and regulatory requirements.
• Monitor service levels, quality metrics, and productivity targets.
• Support the team's professional development and growth.
• Maintain accurate documentation and reporting through CRM and Salesforce platforms.

Skills

Leadership

Client service

Communication

Stakeholder management

Problem-solving

Education

Bachelor's Degree or higher in Business, Finance, Accounting, Banking, or equivalent

Tools

Salesforce

Client Central

Job description

Join a high-performing financial services team where you'll oversee specialists supporting wealth management clients and financial advisors. This role combines people leadership, operational excellence, and client service within a fast-paced banking environment.

Key Responsibilities

• Lead a team responsible for delivering high-quality support to banking and wealth clients.

• Oversee daily operational activities including account servicing, money movement requests, and transaction support.

• Drive service excellence through coaching, guidance, and performance management.

• Partner with advisors and internal stakeholders to resolve client issues efficiently.

• Ensure operational processes comply with internal controls and regulatory requirements.

• Monitor service levels, quality metrics, and productivity targets.

• Support the team's professional development and growth.

• Maintain accurate documentation and reporting through CRM and Salesforce platforms.

Qualifications

• Bachelor's Degree or higher in Business, Finance, Accounting, Banking, or equivalent.

• Minimum 1 year of leadership, supervisory, or team lead experience.

• At least 3 years of client service experience within Banking, Wealth Management, Financial Services, or Investments.

• Experience with Salesforce, Client Central, or similar banking platforms is preferred.

• Strong communication and stakeholder management skills.

• Highly organized with excellent problem-solving capabilities.

• Willing to work onsite and on a night shift schedule.

Joining Bonus opportunities available for successful applicants.