Senior Branch Operations Specialist

• Collaborates with departments to identify areas of improvement implementing best practices and maintains operational integrity.
• Assists with onboarding new employees and provides ongoing on-the-job training to branch employees.
• Works with branch managers to remediate performance deficiencies to include training branch team members.
• Serves on committees and task forces for special projects related to creating and implementing new branch technology due diligence initiation planning execution and closing stages.
• Documents project scope objectives requirements and deliverables that support business goals in collaboration with stakeholders.
• Works universally and collaboratively in the personal service counselor role as needed to achieve overall branch objectives.
• Acts as a point of contact for retail branch operations employees in absence of management.
• Engages with membership teams to build relationships identify financial needs and opportunities and provides relevant product recommendations to members.
• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner; maintains responsibility for daily balance of cash drawer.
• Proactively follows up on existing and potential membership appointments and loan leads.
• Promotes Credit Union growth through outbound calls community outreach and networking.
• Maintains current knowledge of Credit Union products and services procedures policies promotions and integrates them into daily activities and member conversations.

• H.S. Diploma or GED
• Minimum 5 years of relevant experience in financial services to include experience in cash handling customer service and financial technology platforms

• Demonstrated ability to meeting goals.
• Passionate commitment and drive to deliver exceptional service to internal and external members.
• Interpersonal skills including the ability to influence and build rapport.
• Courage and confidence to initiate conversations with members.
• Organizational listening problem-solving and verbal and written communication skills.
• Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications or must be obtained through training.

• May work at multiple branches based on needs; work schedule may differ from week to week in terms of days worked and hours.
• Local and out-of-state travel required
• Evening and weekend work may be required as job duties demand

• Ability to work at a computer in a stationary manner up to 8 hours daily.

Required Experience:

Senior IC