What You’ll Do:
- Coaching and Development: Lead, coach, and develop agents supporting customer service voice, Reg E intake, dispute investigations, and web/mobile application support.
- Hands-on Support: Handle customer calls, dispute cases, web/mobile support cases, escalations, and queue work as needed to support staffing gaps, volume spikes, nesting, backlog recovery and business as usual workload.
- Floor Support and Escalation Management: Provide real-time guidance, issue resolution, and first-level escalation review for customer complaints, sensitive account concerns, technical issues, disputed transactions, and process exceptions.
- Voice Operations Management: Monitor live call behavior, customer experience standards, adherence to scripting, call handling quality, and consistent execution of client procedures.
- Reg E Intake and Dispute Oversight: Oversee intake and investigation workflows, including initial cardholder interviews, preliminary dispute coverage assessment, written confirmation requests, documentation accuracy, case notes, follow‑up actions, and proper escalation.
- Queue, SLA, and Backlog Management: Track daily workload, call volumes, dispute case inventory, aging, turnaround times, and staffing coverage to ensure timely completion of voice and back-office work.
- Quality, Compliance, and Calibration: Partner with Quality and Compliance on audit readiness, voice and dispute review standards, calibration sessions, scoring alignment, coaching closure, data privacy, and financial services compliance expectations.
- Training and Knowledge Management: Support nesting, certification, recurrent training, SOP updates, quick reference guides, escalation matrices, known‑issue trackers, and retraining requirements tied to client workflow or regulatory changes.
What We’re Looking For:
- BPO and Collections Experience: Minimum of 3 years of BPO/contact center experience, preferably in fintech, digital banking, card services, payments, disputes, or regulated financial services operations.
- Leadership Experience: Minimum of 1 year as a Team Leader, SME, floor support lead, or equivalent people/operations leadership role; direct TL experience preferred.
- Voice and Disputes Exposure: Experience supporting customer service voice, dispute intake, chargeback operations, Reg E/EFTA workflows, or financial services case management is highly preferred.
- Launch or Ramp Experience: Experience supporting new program launch, transition, nesting, stabilization, or small‑team ramp environments is preferred.
- Tools and Reporting Experience: Working knowledge of CRM/ticketing systems, Microsoft Excel/Google Sheets, Slack/email communication, and basic operational reporting is required.
Skills:
- Voice Operations Leadership: Ability to manage live call support, call handling behavior, customer experience standards, escalation control, and real‑time floor assistance.
- Dispute Investigation Knowledge: Working understanding of dispute lifecycle, intake requirements, documentation standards, provisional credit considerations, chargeback workflows, and investigation decisioning.
- Reg E and Compliance Awareness: Familiarity with regulated financial services environments, customer protection requirements, dispute timelines, data privacy, and compliance-driven workflows.
- Performance Coaching: Ability to coach agents using QA findings, call observations, case reviews, compliance defects, productivity trends, and documented action plans.
- Queue and Backlog Management: Ability to prioritize workload, monitor case aging, allocate resources, manage daily inventory, and identify SLA or turnaround‑time risks.
- Analytical Thinking: Ability to identify root causes from quality trends, dispute errors, call drivers, escalations, and productivity gaps, then recommend practical corrective actions.
- Communication and Stakeholder Management: Strong verbal and written communication skills with the ability to explain operational, regulatory, and customer‑impacting issues clearly to agents, support teams, and client stakeholders.
- Judgment and Decision‑Making: Sound judgment in handling sensitive account concerns, customer‑impacting decisions, ambiguous launch scenarios, and process exceptions.
Personal Attributes:
- Integrity and Confidentiality: Professional, ethical, and compliance-oriented, with strong discretion when handling customer and account information.
- Customer‑Centric Mindset: Able to balance customer experience, regulatory expectations, operational controls, and business needs.
- Composure and Adaptability: Calm under pressure and comfortable working in a launch environment where processes, metrics, and client expectations may still be stabilizing.
- Hands‑On Ownership: Willing to lead by example by supporting calls, cases, escalations, coaching, and process changes when business needs require it.
Other Requirements:
- Amenable to shifting working schedules as required by the program needs within standard working hours
- Willing to support occasional schedule adjustments, calibration sessions, training, client meetings, or operational needs outside regular hours when required.
- Must complete client‑required training, process certification, tool access requirements, information security training, and any required background or compliance checks.
- High English proficiency is required
- Must be comfortable working with financial services customers, cardholder account concerns, dispute intake scenarios, sensitive customer information, and client‑owned workflows.
- Must be willing to undergo additional training related to Reg E dispute intake, prepaid card operations, web/mobile application support, quality standards, and client‑specific systems.
Why Join Us?
Head: Access to career development programs that help you grow professionally and personally.
Heart: Be part of a people‑first culture that values your contributions and supports your aspirations.
Hustle: Thrive in a dynamic, fast‑paced environment where your hard work and dedication are celebrated.
At Ubiquity, we’re more than a workplace—we’re a community that’s invested in your success. If you’re ready to make an impact and grow with us,