Retail Operations Specialist

Description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

Summary:

The Retail Operations Specialist will conduct Retail Channel internal audits to determine whether business controls are sufficient and effectively executed in accordance with company policies and procedures.

Education and/or Experience:

• Bachelor's degree required or six years directly related experience
• Minimum three years Retail/Operations financial services experience required
• Knowledge of Branch and back-office operations, policies, practices, protocols, systems and programs required
• Ability to travel locally to Retail locations 30% of the time

Essential Skills:

• Proficient in Microsoft Office
• Strong analytical skills with attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills to work with various departments
• Strong time management and organizational skills, takes initiative to tackle challenges

Job Responsibilities:

• Collaborate with Compliance, BSA, Operations Risk, Internal Audit and other business support teams to identify risk exposure within the Retail Channel
• Determines whether branches are performing in compliance with instructions, policies, and procedures
• Evaluates functions and activities in the retail channel to determine the nature of operations and the adequacy of systems to achieve established objectives and recommends corrective actions and improvements
• Tests established procedures to ensure operational efficiency within branch offices
• Supports Retail Operations Manager to ensure compliance with regulatory changes, NCUA audits and Credit Union policies and procedures
• Responsible for the dissemination and follow up of audit reports in collaboration with Operations Risk to ensure Retail Channel is in compliance
• Contributes to the continuous effort of operational communications amongst the Retail Channel and other lines of business
• Administer and review head count and overtime hours for compliance with applicable policy and procedure
• Work with member-facing staff and back office departments to handle operational processes and exceptions
• Provide training and support to ensure quality assurance across the Credit Union
• Responsible for the design and creation of job aids or other materials to support desired organizational risk management framework and culture
• Creates, deploys and maintains procedures, job aids and internal resources
• Analyze and approve vendor invoices and inventory for the Retail Channel
• Performs other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

• Paid time off for vacation, personal days, and holidays
• Fully-funded pension plan
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is$24.50- $34.72 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

To learn more about Teachers and to view a full list of our job opportunities please visit

Click here to view: California Privacy Notice