Customer Support Lead

SteerBridgeVienna, VA
$80,000 - $95,000Onsite

About The Position

SteerBridge Strategies is seeking an experienced Customer Support Lead to oversee daily operations within our Credit Card Customer Service team. This individual will lead a team of customer support professionals, ensure exceptional customer experiences, manage escalated issues, and drive operational excellence through process improvements and performance management. The ideal candidate is a strong people leader with experience supporting credit card products or financial services, excellent communication skills, and a passion for delivering outstanding customer service in a regulated environment.

Requirements

  • Bachelor's degree or equivalent professional experience.
  • 3–5+ years of customer service experience in banking, financial services, credit card servicing, or a related industry.
  • 1–3+ years of leadership or supervisory experience.
  • Strong understanding of: Credit card products, Billing cycles, Payment processing, Disputes and chargebacks, Fraud prevention.
  • Experience using CRM or customer service platforms (Salesforce, Zendesk, Genesys, or similar).
  • Excellent communication, conflict resolution, and problem-solving skills.
  • Strong organizational and multitasking abilities.
  • Proficiency with Microsoft Office applications.

Nice To Haves

  • Experience working in a regulated financial services environment.
  • Knowledge of consumer banking regulations and compliance.
  • Experience leading quality assurance or performance improvement initiatives.
  • Experience with workforce management and contact center operations.
  • Familiarity with IVR design and customer self-service technologies.

Responsibilities

  • Lead, mentor, and develop a team of customer support representatives.
  • Foster a customer-first culture focused on service excellence and accountability.
  • Conduct coaching sessions, performance reviews, and ongoing training.
  • Assist with workforce planning, scheduling, and resource allocation.
  • Handle complex customer inquiries and escalations involving: Credit card accounts, Billing, Payment processing, Disputes, Chargebacks, Fraud concerns, Rewards programs, Account maintenance.
  • Ensure timely, accurate resolution while maintaining high customer satisfaction.
  • Monitor customer interactions to ensure quality standards and compliance.
  • Design, document, and optimize customer service processes.
  • Evaluate and improve CRM and customer support technologies.
  • Develop and optimize IVR call flows and customer self-service experiences.
  • Support implementation of new technologies and operational enhancements.
  • Conduct User Acceptance Testing (UAT) for new systems and process changes.
  • Maintain SOPs, process documentation, and knowledge base articles.
  • Monitor and report on key customer service metrics, including: Service Levels, Customer Satisfaction (CSAT), First Contact Resolution (FCR), Average Handle Time (AHT), Quality Scores.
  • Present performance insights and recommendations to leadership.
  • Identify opportunities to improve efficiency and customer experience.
  • Ensure customer interactions comply with company policies and applicable regulations.
  • Maintain awareness of consumer banking and credit card regulations.
  • Identify potential operational, fraud, or compliance risks and escalate appropriately.
  • Support onboarding of new customer support representatives.
  • Create training materials and best practices.
  • Promote continuous learning and professional development across the team.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life Insurance
  • 401(k) Retirement Plan with matching
  • Paid Time Off
  • Paid Federal Holidays
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