Westreet
PRIMARY RESPONSIBILITIES (@ 60% of the time)
Serve as an operational reference to branch staff virtually by providing direction and assistance in resolving member problems and reducing risk.
Provide approval and operational guidance to the Care Center teams by participating in the support chat.
Be the process owner for transaction approval. Evaluate for ongoing efficiency and reduction of wait times.
Serve as the team lead for documenting processes and procedures as well as ongoing system management and maintenance.
Compile and distribute weekly retail communications newsletter with a focus on operations, change management, and skill development.
Support the production of weekly, monthly, and quarterly reporting compiled and distributed from the retail operations team.
Work with retail leadership to create efficiency and reduce risk through process implementation.
ADDITIONAL RESPONSIBILITIES (@ 40% of the time)
Provide an elevated level of IRA and Trust guidance support to the Retail team.
Support fraud monitoring, guidance, and decision making in collaboration with retail, risk, and payments teams.
Provide guidance and support for systems pertaining to operations for Care Center and branch teams.
Assist Care Center Managers with quality assurance call reviews.
Partner with teams across the Credit Union on different projects and strategic initiatives.
Assist Regional Operations Manager with system testing, updates, and maintenance.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to workhours as requested.
Qualifications
Behaviors
Preferred
Team Player
Works well as a member of a group Detail Oriented
Capable of carrying out a given task with all details necessary to get the task done well Functional Expert
Considered a thought leader on a subject Education
Preferred
Bachelors or better. Experience
Required
5 years:
Financial Industry experience Preferred
Experience conducting detailed analysis and providing recommendations Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Behaviors
Preferred
Team Player
Works well as a member of a group Detail Oriented
Capable of carrying out a given task with all details necessary to get the task done well Functional Expert
Considered a thought leader on a subject Education
Preferred
Bachelors or better. Experience
Required
5 years:
Financial Industry experience Preferred
Experience conducting detailed analysis and providing recommendations Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr