Senior Retail Operations Advocate

Job Description

Job Description

The Senior Retail Operations Advocate will assume, but not be limited to, the following responsibilities:

• Subject matter expert of established Credit Union operational polices, legal and requirement, and audit standards and ensure the retail network is operating within acceptable standard and risk tolerance. Identifies and implements improvement across all branches/dept.
• Ensures operations are conducted in accordance with established Credit Union Polices, legal and regulatory requirements, and audit standards. Provide suggestions for improved effectiveness.
• Review all new membership, Loan applications and file maintenance activities and other related tasks conducted throughout the retail network.
• Conducts branch/dept visits throughout the retail network to ensure operational and security procedures are followed and adhered to.
• Review and identify deficiencies in audit packages to ensure all branch/dept documentation remain in compliance with established procedures.
• Train and develop retail staff in the area of operational policies, procedures and compliance.
• Develop and implement policies, procedures and guidelines to keep within our core purpose.

The successful candidate will possess the following education, knowledge and skillsets:

• High school diploma, GED or equivalent
• Minimum three to five years relevant work experience in a financial institution.
• Extensive knowledge of Federal and State Banking regulations
• Comprehensive knowledge of Operational activities and efficiencies
• Ability to plan, organize, administer, coordinate, review, evaluate and personally participate in operations and member service activities.
• Ability to use tact, initiative, prudence and independent judgment within general policy and legal guidelines.
• Knowledge of Credit Union and Financial Services industry preferred
• Professional verbal and written communication skills in English

We provide competitive compensation and benefits package that includes:

• Health, dental, and vision plans
• 401(k) plan
• Life insurance
• Paid Time Off (PTO) Plan
• Paid holidays

EOE

Job Posted by ApplicantPro