Head of Customer Complaints Intake (People Leadership & Process Reengineering) - Hybrid
M&T Bank · Bridgeport, CT · 3 mo ago
Engineering$75k–$124k/yrFull-time
Overview
The Head of Complaints Intake supports the day-to-day operation and ongoing improvement of the escalated complaints intake process. This role blends hands-on process work with coordination across partners to help improve consistency, quality, and efficiency of intake activities across multiple channels.
Complaint Intake Operations & Process Improvement (Initial Focus)
- Support improvements to the complaint intake process by helping move intake activities from manual handling toward more consistent, rules-based processing where appropriate.
- Document and review existing intake workflows to identify inefficiencies, risks, and control gaps, and support updates that simplify intake steps and improve consistency.
- Aid with the configuration, testing, and rollout of intake system enhancements, working closely with technology, data, and operations partners.
- Gather and document business requirements for intake enhancements, participate in user testing, and provide feedback to ensure solutions work as intended.
- Help reduce unnecessary manual intake steps, duplicate controls, and reporting as system capabilities and processes are updated.
- Define and document basic intake rules and exception criteria to support consistent routing and handling of complaints.
- Partner with Risk, Compliance, and policy owners to review intake-related procedures and standards, ensuring updates remain compliant with regulatory requirements.
Operate the Intake Function (Ongoing)
- Support the day-to-day operation of the complaint intake process, helping ensure complaints are received, reviewed, prioritized, and routed consistently to the appropriate Complaint Handling Areas.
- Maintain clear and consistent intake records.
- Track and report on basic intake performance measures, including: Timeliness of intake processing, first-pass accuracy, rework and exception volumes, SLA adherence.
- Review intake trends and performance data to identify opportunities for process improvements, system enhancements, or additional guidance.
- Ensure intake activities support downstream processes such as quality review, root cause analysis, and issue tracking.
- Assist with the review and handling of complex or sensitive complaints as needed, particularly during exception handling, backlog remediation, or process changes.
- Follow established operational risk controls, internal procedures, and regulatory requirements, and support timely resolution of audit or compliance findings related to intake.
Change Support & Adoption
- Support training and communication efforts related to intake process changes and system updates to help ensure processes are understood and applied consistently.
- Document intake procedures, job aids, and reference materials to support consistent use of intake tools and processes across channels.
- Engage upstream complaint sources (e.g., branches, contact centers, executive offices) to address recurring intake documentation or quality issues and reinforce standard intake practices.
- Provide feedback from users and partners on intake challenges or usability issues to support ongoing process and system improvements.
Team Support & Collaboration
- Support the intake team’s day-to-day activities by assisting with workload coordination, process questions, and documentation needs as processes evolve.
- Identify training or guidance needs related to intake quality, exception handling, or updated procedures, and escalate observations as appropriate.
- Collaborate with peers and partners to promote consistent intake practices and a respectful, inclusive working environment.
Scope of Responsibilities
- Support complaints received through multiple channels, including: Regulatory agencies, Executive offices, Bank business units, Contact center, Branch network, Customer surveys, Social media and other digital channels.
Supervisory Responsibilities
- Directly supervise a team of approximately 3-5 Intake Specialists.
- Support workload coordination, coaching, and day-to-day guidance, with team responsibilities evolving as intake processes and tools are updated.
Education and Experience Required
- Bachelor's degree, or equivalent work experience
- 3+ years of experience in customer service, complaint management, customer advocacy, operations, compliance, risk management, or a related role within banking or a regulated industry.
Education and Experience Preferred
- Bachelor’s degree preferred in Business Administration, Finance, Risk Management, Compliance, Legal Studies, Operations Management, or a related field.
- Experience working cross-functionally with Compliance, Legal, Audit, Risk, Technology, or business partners.
- Background supporting operational controls, data quality, and end-to-end process execution.
- Comfort interacting with senior stakeholders and executive offices on intake-related matters.
- Experience supporting or coaching staff in a workflow-based or operational environment.
- Experience improving manual processes and supporting system or workflow enhancements in a regulated environment.
- Experience supporting regulatory inquiries, audits, or examinations.
- Exposure to project coordination, process improvement, or system enhancement initiatives.
Key Competencies
- Strong organizational and documentation skills.
- Sound judgment in regulated environments.
- Ability to analyze data and identify practical process improvements.
- Clear written and verbal communication skills.
- Comfort working across teams and functions.
- Ability to manage ambiguity while following established procedures and knowing when to escalate.
Success in This Role Looks Like
- Complaint intake processes are applied consistently across channels, with improved use of standard tools and procedures.
- Manual intake effort is reduced over time through better use of existing system features and process improvements.
- Intake records are generally complete and accurate, supporting reporting, review, and downstream handling.
- Basic performance measures show improvement in intake timeliness, accuracy, and reduction in rework.
- Older or duplicative intake steps are reduced as processes are updated and clarified.
- Partners and stakeholders experience fewer intake-related issues or delays as processes become clearer and more consistent.
- The intake team spends less time correcting basic intake errors and more time supporting exception handling and quality review.
Work Model & Office Location
This is a hybrid role requiring four days in-office per week. Eligible candidates must live within reasonable commuting distance to either office below:
- 1100 Wehrle Drive, Williamsville, NY 14221
- 850 Main Street, Bridgeport, CT 06604
Anticipated Travel Requirements
Employees in this position should be prepared to travel at least once per quarter within the M&T Bank east coast footprint. Travel may occur more often than this and is based upon the needs of the business and projects assigned.