Banking Operations Team Lead

Old Mutual Finance (Pty) Ltd

Cape Town

On-site

ZAR 600,000 - 900,000

Full time

3 days ago
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Job summary

Old Mutual South Africa is seeking a seasoned Team Leader to manage operations across account services, transaction processing and loan support. You will lead a team, set direction, drive performance, and ensure quality and timely delivery of services in a banking customer service environment.

Applicants should have 5+ years in banking customer service, exposure to CRM systems (Salesforce, AWS) and familiarity with AI-enabled servicing.

Qualifications

  • Matric with relevant degree in business/finance or related field preferred.
  • Minimum 5+ years in banking customer service environment.
  • Experience managing multiple contact centre KPIs.
  • Exposure to CRM systems – Salesforce and AWS.
  • Exposure to AI in a servicing environment.

Responsibilities

  • Provide operational support services and act as first-line supervisor of a transactional operations area.
  • Explain local action plan and motivate team to achieve local business goals.
  • Respond to personal objectives and monitor team performance, ensuring timeliness and quality.
  • Provide more complex or nonstandard service operations and supervise accordingly.
  • Schedule short-term work allocations to meet expectations while following timelines.
  • Implement improvements using change management protocols and provide routine support services.
  • Clarify existing procedures and precedents; communicate through internal channels.
  • Ensure compliance with organizational policies and regulatory codes.

Skills

Team Leadership
KPI & Performance Management
Customer Service
Change Leadership

Education

Bachelor's/Equivalent Degree or Higher

Tools

Salesforce
AWS

Job description

Old Mutual South Africa is seeking a seasoned Team Leader to manage operations across account services, transaction processing and loan support. You will lead a team, set direction, drive performance, and ensure quality and timely delivery of services in a banking customer service environment.

Applicants should have 5+ years in banking customer service, exposure to CRM systems (Salesforce, AWS) and familiarity with AI-enabled servicing.

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