Retail Operations Analyst

United Federal Credit UnionSaint Joseph, MI
23h

About The Position

The Retail Operations Analyst provides complete and accurate documentation, high level testing, reporting, research support, and recommendations of forward movement for United Federal Credit Union Products. The Retail Operations Analyst is responsible for developing and improving retail policy and procedure along with retail & member-facing forms. The Retail Operations Analyst is responsible for extended research needs that involve other departments or vendors. The Retail Operations Analyst will actively participate in process improvement testing as well as deposit product testing and core systems testing, as necessary. This position is a liaison between our Core System, Products and works jointly with the Operations Departments to ensure that our procedures and products work in tandem with the core.

Requirements

  • High school diploma or equivalent required.
  • Minimum four years of banking experience
  • Extensive knowledge of branch operations and related functions, legal and regulatory requirements.
  • Strong knowledge of branch equipment for troubleshooting, set up and use.
  • Strong analytical abilities.
  • Strong written and verbal communication skills.
  • Able to meet deadlines and manage projects.
  • Must have reliable transportation and valid driver’s license.
  • Positive attitude.
  • Problem Solving
  • Dealing with Ambiguity
  • Time Management
  • Demonstrates Courage
  • Drive for Results
  • Interpersonal Savvy
  • Customer Focus
  • Integrity and Trust
  • Self-Development
  • Ability to work under pressure.
  • Proven problem-solving abilities.
  • High level of ability to analyze and evaluate information.
  • High level of ability to interpret policies, guidelines, and regulations.
  • Ability to prepare and make comprehensive presentations, participate in formal debate, communicate spontaneously, and communicate resourcefully before an audience.
  • Ability to concentrate in a multi-task environment.

Nice To Haves

  • Operations experience preferred.

Responsibilities

  • Acts a liaison for Retail Operations to all business lines. Assist management, other credit union departments and stakeholders with special projects and high-level testing for new Products, Process Improvement items and Core enhancements and rollouts. Provide detailed results of outcomes and give recommendations of forward movement. Prepare, compile, and maintain all necessary documentation and research of current and potential system parameters for all Credit Union products.
  • Authors retail policy and procedures that are clearly defined and digitally stored in an organized fashion. Ensure policies and procedures are current and relevant to new systems and tools. Works with training to ensure new or updated procedures are properly incorporated into training courses. Develops retail forms and other retail communication documents and other as needed to support the Retail Operations Department.
  • Responsible for retail innovation. Evaluate departmental processes and procedures and recommend improvements. Report to Retail Operations Manager any processes requiring improvement.
  • Assist and support branch set up consistency to include new branch locations.
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