Call Center Team Lead

Xtend, IncGrand Rapids, MI
$18 - $19Onsite

About The Position

The Member Service Team Lead provides day-to-day guidance and support to Member Service Representatives (MSRs) and Senior MSRs while serving as a liaison to Contact Center management. This role supports staffing, coaching, training, reporting, and special initiatives while remaining actively involved in client and member service.

Requirements

  • High school diploma, GED, or equivalent experience, including 1–2 years of office, call center, or leadership experience.
  • 2–3 years of banking, credit union/CUSO, customer service, call center, or financial services experience.
  • Ability to meet or exceed MSR and Senior MSR qualifications.
  • Experience training employees or clients by phone, virtually, and in person.
  • Advanced knowledge of credit union operations, CUBASE, Xtend Contact Center, and Member Reach processes.
  • Strong communication, organization, decision-making, problem-solving, and coaching skills.
  • Ability to manage multiple priorities independently while maintaining accuracy and confidentiality.
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
  • Strong interpersonal skills and ability to build effective relationships with teams and partners.
  • Regular attendance and a positive, professional approach.

Nice To Haves

  • Advanced knowledge of credit union operations, CUBASE, Xtend Contact Center, and Member Reach processes.

Responsibilities

  • Perform MSR and Senior MSR duties, including queue support, escalations, web chats, voicemails, bill pay inquiries, and card-related requests.
  • Coordinate team schedules, attendance, breaks, and coverage; communicate staffing concerns to management.
  • Review client communications for professionalism and accuracy.
  • Train, coach, and mentor team members, including 30-, 60-, and 90-day check-ins for new agents.
  • Monitor compliance with Contact Center procedures, the Processing Guide, and Rules of Engagement (ROE).
  • Monitor call queues and assist as needed to improve service levels, including ASA and abandonment rates.
  • Provide performance feedback and complete monthly call scoring for Outbound and Bilingual MSR teams.
  • Assist management with training initiatives, reporting, monthly billing, and special projects.
  • Perform additional duties as needed to support team and organizational goals.

Benefits

  • medical coverage
  • dental coverage
  • vision coverage
  • PTO
  • 401(k) matching program
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