MF Services

Banker

• Coordinate the daily operation of assigned phone-banking programs
• Conduct shift launches covering approved scripts, call lists, goals, schedules, compliance requirements, and reporting expectations
• Assign call lists and ensure employees have access to necessary systems, equipment, and materials
• Train Phone Bankers on approved scripts, phone-banking platforms, data entry, voter-contact procedures, confidentiality, and workplace expectations
• Supervise, schedule, coach, and motivate assigned employees
• Monitor calls, contacts, responses, conversion rates, data quality, and other performance measures
• Observe calls and review results to provide feedback, support, and retraining
• Conduct shift debriefings and communicate operational concerns, trends, or resource needs to management
• Contact community members by telephone and model effective outreach practices when needed
• Use approved scripts, talking points, and program materials
• Review employee data entries for accuracy, completeness, and timeliness
• Use VAN, PDI, predictive dialers, spreadsheets, databases, or other designated platforms
• Maintain staffing, shift, performance, incident, and program records
• Prepare and submit daily, weekly, and campaign reports
• Monitor employee timekeeping records and follow up on missing or inaccurate entries
• Protect confidential employee, voter, supporter, community, and organizational information
• Follow voter-contact, privacy, communications, data-security, and program requirements
• Report suspected data-quality, confidentiality, payroll, performance, conduct, or compliance concerns
• Foster a professional, respectful, inclusive, and accountable team environment
• Perform other related duties as assigned

Phone Banker Lead