Business Continuity & Vendor Management Specialist

Truity Credit Union•Bartlesville, OK

About The Position

This position coordinates the Business Continuity Plan with the internal team and an outside provider, and coordinates the Vendor Management program with relationship owners. The role supports business continuity planning, readiness, testing, incident documentation, vendor due diligence and renewals, compliance activities, and related education and training. It also requires adopting High Tech, High Touch practices by using artificial intelligence and other digital tools to simplify routine work while preserving human relationships and service. The position maintains confidentiality and follows regulatory and Credit Union policy requirements, including BSA, OFAC, AML, and Identity Theft Red Flags requirements.

Requirements

Education and experience equivalent to a two-year college degree or completion of a specialized business or trade school course of study equivalent to approximately 64 credit hours.
Successfully complete all applicable compliance training and testing.
Regular attendance and timeliness are essential functions of the position.
Knowledge of modern office equipment, 10-key, and office procedures.
Knowledge of technology and software programs, including Symitar, Synergy, Microsoft Word, Excel, and Teams.
Knowledge of Credit Union processes, policies, and procedures across multiple departments.
Ability to carry out the Credit Union mission, philosophies, values, and practices; solve practical problems; write routine reports and correspondence; organize and prioritize work to meet deadlines; and interpret instructions and requests in various forms.
Ability to self-direct and take initiative to move a project from conception through completion.
Ability to communicate clearly and confidently, adapt professional style to co-workers and members, interpret regulatory data against internal policies and procedures, provide accurate service, and maintain confidentiality and professionalism.
Strong verbal and written communication, interpersonal and human relations, attention to detail, and effective and timely decision-making skills.
Pursue professional growth and development through training, education, and self-study, including learning about laws and regulations applicable to financial institutions, auditing procedures, and Credit Union operations.
Ability to sit or stand for significant periods and perform tasks requiring manual dexterity; occasionally reach above or below normal body position, stoop or bend, and carry, lift, or move objects weighing up to 25 pounds.
A normal range of hearing, vision, and speech is required to work effectively with co-employees and members.

Responsibilities

Coordinate updates to the Business Continuity Program.
Assist managers with input requirements for business continuity planning phases and review their input for consistency across departments and realistic recovery goals and resource requirements.
Work with the business continuity vendor to plan and complete annual testing requirements.
Submit annual goals for Business Continuity Program enhancements for supervisor approval.
Work with branch and department managers and I.T. to develop recovery options and plans for each location or department.
Meet with Crisis Management Teams and Business Unit recovery teams to ensure readiness.
Test emergency communication methods at all levels at least annually.
Document incidents as they occur and gather input to improve responses.
Coordinate compliance with the Vendor Management Program.
Ensure due diligence is performed on new vendors.
Follow up with managers on annual vendor updates and monitor contract renewals.
Ensure the business continuity vendor list is reconciled with Vendor Management.
Complete required education and training, attend conferences and trainings as appropriate, and monitor and distribute information about business continuity, vendor management, and the industry.
Assist the compliance department with audits and respond to internal Credit Union questions related to business continuity and vendor management.
Maintain confidentiality regarding non-public member and Credit Union information and follow regulatory and policy compliance requirements.
Perform other duties as assigned.