Posted:1 day ago|
Platform:
On-site
Full Time
Conduct quality evaluations of Elite Banker interactions (calls, emails, chats, meetings).
Assess adherence to service standards, compliance requirements, and best practices.
Provide detailed feedback and coaching insights to Elite Bankers and leadership.
Identify trends, gaps, and root causes impacting service quality.
Prepare quality reports, scorecards, and performance dashboards.
Collaborate with training and operations teams to drive continuous improvement.
Support audits, compliance reviews, and regulatory requirements.
Recommend process improvements to enhance client satisfaction and efficiency.
Bachelors degree in Finance, Business, Banking, or related field.
25 years of experience in Quality Assurance, Banking Operations, or Wealth Management.
Strong knowledge of elite/priority banking services and compliance standards.
Excellent analytical, documentation, and communication skills.
Experience with quality monitoring tools and CRM systems.
High attention to detail and ability to handle confidential information.
Experience supporting High Net Worth (HNW) or Ultra HNW clients.
Certification in Quality Management or Six Sigma (preferred).
Prior experience in coaching or performance management.
Quality Auditing & Analysis
Compliance & Risk Awareness
Client Experience Management
Reporting & Data Analysis
Stakeholder Communication
Competitive compensation and benefits
Career growth in Elite/Wealth Banking
Collaborative and high-performance work environment
Acura Solutions.
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