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Teachers Federal Credit Union · 2 weeks ago

Retail - Operations Policy & Procedure Specialist

Hauppauge, NY

Full-time

Onsite

Mid, Senior Level

$28.50/hr - $34/hr

3+ years exp

Teachers Federal Credit Union is one of the nation’s leading credit unions, committed to guiding members toward building a strong financial foundation. The Operations Procedure Specialist develops and updates policies and procedures for retail operations, ensuring compliance with regulatory changes and improving operational efficiency.

BankingFinance

Responsibilities

Creates, writes, edits, and updates operational procedures, technical guides, and resources for retail operations, contact centers, and back-office teams

Collaborate with managers and program teams to ensure all documentation meets quality, clarity, and industry standards

Creates user-friendly documentation, including charts, graphs, and tables to enhance clarity and understanding

Standardizes content across various platforms and updates KnowledgeBase with accurate procedures

Develops and implements solutions to streamline processes and address operational gaps

Communicates policy changes through presentations, workshops, and leader connects

Manages and maintains Risk Operations internal intranet page and ticket system

Supports the creation of educational resources and job aids for new and existing procedures

Assists with departmental projects and helps implement new procedures

Perform other duties as assigned by the supervisor

Qualification

PolicyProcedures knowledgeFinancial compliance lawsMicrosoft Office proficiencyDNA core systems knowledgeCRM Salesforce knowledgeAnalytical skillsListening skillsProblem-solving skillsOrganizational skillsCommunication skillsPresentation skillsTeamwork

Required

Bachelor's degree or a minimum eight years' directly related work experience required

Minimum three years experience researching, analyzing, writing and reviewing content required

Knowledge of branch and back office operations, policy and procedures, practices, protocols, systems, and financial compliance laws and regulations required

Proficient in Microsoft Office

Good knowledge of DNA core systems, Velocity, CRM Salesforce

Strong analytical skills, organized, problem-solving, planning, and ability to operate in a fast-paced environment

Strong oral and written communication skills at a professional business level

Solid PowerPoint presentation and public speaking skills

Excellent ability to listen, record, and prioritize

Experience in creating documentation for audiences with different levels of technical skill

Ability to work independently while supporting an overall team effort