Member Services Operations Analyst

Civic Credit UnionRaleigh, NC

About The Position

The Member Services Operations Analyst has day-to-day responsibility for maintaining alignment between internal service teams and our Members through various interaction channels. This role ensures timely & accurate documentation of policies and procedures, identifies and addresses gaps in existing processes, and assists with the coordination/communication of operational updates across teams. Reporting to the Vice President, Member Services Operations, this role helps ensure operational metrics and service delivery information remain accurate, accessible, and responsive to dynamic business needs. This position plays an important role in maintaining operational dashboards and reporting as well as supporting teams with actionable reporting to drive KPI performance in support of a continuous improvement culture across the Member Experience organization.

Requirements

  • Minimum 1-3 years of experience in financial services environment, contact center operations, or operational support functions.
  • Experience with documentation, operational reporting, or business support functions.
  • Strong attention to detail and ability to organize information clearly and accurately.
  • Proficiency in Microsoft Excel and other reporting or analytics tools.
  • Ability to work collaboratively across teams and communicate operational information clearly.
  • Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.
  • Ability to lift a minimum of 25 lbs. (file boxes, computer).
  • Travel required on occasion.

Nice To Haves

  • Experience supporting the creation of operational procedures or knowledge base documentation.
  • Exposure to operational reporting, dashboards, or service performance metrics.
  • Experience working with vendor partners or supporting vendor reporting activities.
  • Familiarity with contact center or member service operations.

Responsibilities

  • Maintain and update operational documentation including policies, procedures, workflow guides, and member interaction standards.
  • Partner with the Member Experience Center leadership team to ensure procedures exist and remain current for all member interaction types across channels.
  • Support the development and maintenance of operational dashboards and reporting related to service performance, vendor metrics, and member experience outcomes.
  • Prepare recurring operational reports and performance summaries for leadership.
  • Assist in tracking service performance against key performance indicators (KPIs), identifying trends and areas for operational improvement.
  • Document operational changes related to system updates, product launches, or policy adjustments and coordinate communication to relevant teams.
  • Assist with vendor performance tracking and maintain documentation related to service-level agreements and operational commitments.
  • Support issue tracking and resolution by maintaining logs of operational escalations, technology gaps, or service disruptions.
  • Collaborate with IT and operations teams to document system changes, service workflows, and interaction logic used in voice and chat channels.
  • Work with key stakeholders such as Learning and Development, Quality Assurance, and Member Experience Center leadership to ensure documentation aligns with training materials and service expectations.
  • Demonstrate accountability, learning agility, and strong communication while supporting continuous improvement initiatives across the Member Experience team.
  • Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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