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Job Description
Structured overview of role & requirementsAbout This Role
Lead and manage daily transfer and withdrawal processing operations ensuring adherence to procedures, control standards, and service levels.
Drive process improvements and automation initiatives to enhance efficiency, reduce errors, and improve customer transfer experience.
Manage team performance, coordinate with internal and external partners for issue resolution, and report on operational metrics such as queue health and quality trends.
Minimum Requirements
10+ years of experience in operations, service delivery, or process-driven environments.
3+ years managing teams of 6+ members.
Experience leading transfer and withdrawal operations including cash and asset processing.
Proficiency in automation tools (Alteryx, Tableau, Power Automate, VBA, scripting or low-code) and advanced Microsoft 365 (Excel, PowerPoint).
Ideal Candidate Profile
Experienced operations leader skilled at managing workflow-based transfer and withdrawal functions with strong control and quality focus.
Demonstrated ability to deliver measurable automation outcomes to improve cycle times, reduce errors, and increase capacity.
Experience collaborating with multiple stakeholders and leading team coaching, performance management, and development initiatives in client-facing, customer outcome-centric environments.