What are the responsibilities and job description for the Operations Support Specialist position at Fortera Federal Credit Union?

Job Description

Position Purpose

Performs a variety of administrative and support duties related to front and back office Retail Operations. Complies with all Credit Union policies, procedures, and requirements. Required to work at any Credit Union location, which may include extended hours holidays, and Saturdays. Assists Information Systems Department in core system testing as needed. Performs other duties as assigned by the Regional Managers.

Essential functions and basic duties

Collects statistical data and compiles periodic reports, including weekly cross-sales statistics, monthly teller incentive report, and other such reporting functions as assigned.
Maintains inventory information for supplies as needed for deposit operations. Responsible for the replenishment of supplies after review of items for updates and approval for purchases. Forwards supply requests to Facilities for fulfillment.
Assists in maintaining the operations team channels of communication.
Leads Branch Reviews for Retail.
Serves as a backup for all departmental roles, ensuring seamless operation during staff absences, staffing shortages, or increased workloads.
Assists updating Operations policy and procedure manuals which may include compiling information, creating appropriate documents, preparing training materials, and disseminating information.
Maintains database and contact information for vendors, equipment, facilities, and contracts related to Operations functions. Assists with keeping information and processes current.
Assists in the review of quality assurance data for membership and account information. Ensures data integrity through report review and file maintenance when needed or assigned for correction and resolution. Informs supervisor of recurring situations indicating additional training needed or a misunderstanding of proper procedure.
Assists in research and resolution of member and operational issues. Informs Operations management using current system information, Synergy, Internet, and / or other resources needed to complete the assignment.
Participates in record retention and storage methods to include scanning, indexing, and quality control of account data records.
Satisfactorily completes all required compliance training. Complies with all regulations within the scope of the position to include Bank Secrecy Act / Anti-Money Laundering Act and USA Patriot Act compliance.
Attends and participates in all trainings, meetings, and committees as required.
Participates in community and civic events to promote awareness of the Credit Union in the community.
Work area and assigned equipment is clean, secure, and well-maintained.
Performs other duties as assigned by management.

PERFORMANCE MEASUREMENTS

Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards.

Good business relations exist with members and their questions and problems promptly resolved.

Good working relations exist with Branch personnel. Assistance is provided as needed.

Required reports and records are accurate and timely.

Management is appropriately informed of area activities and of any significant problems.

Sales and Service Standards are met.

Fortera Core Values are satisfactorily demonstrated.

Special Note : Fortera Federal Credit Union is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

QUALIFICATIONS

EDUCATION / CERTIFICATION :

High School diploma or equivalent. Four-year college degree in a business-related field preferred.

REEQUIRED KNOWLEDGE :

Working knowledge of Credit Union and financial industry developments, trends, programs, products and services, and systems.

Understanding of Credit Union field of membership.

EXPERIENCE REQUIRED :

Minimum of 1 year of experience in a Relationship Manager, Universal Banker, or similar role.

Demonstrated knowledge of retail branch operations, audit functions, and regulatory and compliance standards.

KNOWLEDGE, SKILLS & ABILITIES :

Ability to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.

Excellent oral, written, and interpersonal communication skills.

Able to work in a cooperative manner with others.

Strong organizational skills, analytical, and problem-solving skills.

Able to exercise sound judgment and decision-making.

Able to work independently or as part of a team and handle multiple tasks in a fast-paced environment.

Able to meet deadlines and maintain and effective and efficient workflow.

Able to use PC, related software applications and standard office equipment.

Able to work with little or no supervision and always represent the Credit Union professionally.

Able to maintain and effective and efficient workflow.

Demonstrated knowledge and ability to train, coach and mentor branch staff in the performance of Member Advisor duties.

Able perform as a Member Advisor within any branch, the Contact Center, and / or Consumer Lending in the event of staffing shortages.

Professional dress, appearance, and attitude.

Regular and predictable attendance.

Required to work at any Credit Union location that may include extended hours, holidays, or Saturdays.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Repetitive Motion :

Movements frequently and regularly required using the wrists, hands, and / or fingers.

Talking :

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Visual Abilities :

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Average Hearing :

Able to hear average or normal conversations and receive ordinary information.

Physical Strength :

Exerts up to 50 lbs. occasionally, and / or up to 10 lbs. frequently.

WORKING CONDITIONS

None :

No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability :

Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Mathematics Ability :

Ability to compute discount, interest, profit, and loss; commission markup and selling price; ratio and proportion and percentage.

Able to perform very simple algebra.

Language Ability :

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

Ability to conduct training, communicate at panel discussions and to make professional presentations.

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