Team Leader, Deposit

Extend Your Team

. Work the operations queue, including ACH returns and exceptions, manual reviews of transfers and bill payments, account closures, and account updates .

Posted 11/4/2026full-timeRemote • PhilippinesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing operations queues and resolving customer inquiries in U.S. consumer banking, with a strong focus on ACH transactions, debit card processes, and compliance-related communications. Proven ability to document and manage cases effectively using customer support tools while maintaining professionalism in customer interactions.

Highest-signal resume keywords

5+ Years Experience In OperationsWorking Knowledge Of ACH TransactionsExperience Using ZendeskExcellent Verbal And Written Communication SkillsInvestigative Mindset And Attention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ACH TransactionsDebit Card TransactionsAccount ClosuresAccount UpdatesFraud InvestigationReg E ComplianceTransaction ResolutionCase ManagementProcess ImprovementCustomer Support

Soft Skills

ProfessionalismEffective De-EscalationOwnershipCandorAttention To Detail

Tools & Technologies

ZendeskAsanaAmazon Connect

Industry Keywords

U.S. Consumer BankingCredit Union ProductsFinancial ServicesOperational QueuesCustomer Communications

About the role

Key responsibilities & impact

Work the operations queue, including ACH returns and exceptions, manual reviews of transfers and bill payments, account closures, and account updates
Follow and update documented procedures and flag potential fraud to the fraud team
Investigate and resolve transaction and account issues involving ACH activity, debit cards, holds and posting, statements, and account access
Confirm facts in internal systems before acting or responding to customers
Assist with Reg E-related inquiries, including dispute intake, status updates, and customer communications, in coordination with Operations and Compliance
Manage cases end-to-end in Zendesk and Asana, accurately documenting actions and outcomes
Identify recurring issues and process gaps and help update procedures
Support customers by phone and email as needed, including escalated and time-sensitive financial concerns, with professionalism and effective de-escalation

Requirements

What you’ll need

5+ years of experience in operations or customer support for U.S. consumer banking or credit union products, including checking accounts, debit cards, credit cards, or mortgages
Experience working operational queues such as returns, exceptions, and manual reviews in a regulated financial services environment
Comfortable handling phone and email support when needed
Working knowledge of ACH deposits, withdrawals, and returns
Working knowledge of debit card transactions
Working knowledge of pending versus posted transactions
Working knowledge of basic holds and posting timelines
Working knowledge of monthly statements
Excellent verbal and written communication skills, with the ability to explain financial concepts clearly to customers
Investigative mindset and attention to detail; verifies facts in internal systems before acting or responding
Ownership and candor; asks questions early, flags uncertainty, and escalates instead of guessing
Experience using Zendesk, Amazon Connect, Asana, or similar customer support and case management tools
Ability to work U.S. Pacific Time, 8:00 AM–5:00 PM with a 1-hour break

Benefits

Comp & perks

Internet allowance
HMO healthcare coverage
Devices and equipment are provided