Customer Service Lead

TL;DR

Customer Service Lead (Fintech): Delivering high-quality account management services to credit union clients while providing leadership and operational support to the service team. Focus on resolving complex client issues, optimizing internal workflows, and driving continuous process improvement within leasing operations.

Location: On-site in San Diego, CA

Salary: $26–$30 per hour

Company

A large financial services organization specializing in automotive leasing and credit union solutions.

What you will do

• Serve as the primary escalation point for complex client and lessee inquiries.
• Provide daily guidance, mentoring, and operational support to the Client Service team.
• Maintain strong relationships with credit union clients and handle sensitive resolutions.
• Identify operational inefficiencies and recommend automation or process enhancements.
• Lead onboarding and training initiatives for new team members and clients.
• Partner with leadership on strategic departmental projects and system testing.

Requirements

• Must be based in or able to work on-site in San Diego, CA.
• Proven experience in client relations, account management, or leasing operations.
• Strong leadership capabilities with experience mentoring or guiding team members.
• Advanced problem-solving skills and high attention to detail.
• Ability to travel approximately 15% of the time to client locations.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401K matching and Employee Stock Ownership Program.
• Paid vacation, sick days, and holidays.
• Career path development and internal training opportunities.
• Employee loan assistance and various discount programs.