SECU · 1 month ago
Branch Operations Specialist
SECU is an organization that prioritizes employee well-being and community service. The Branch Operations Specialist provides operational support across various departments, focusing on the Retail network, while ensuring compliance and enhancing member satisfaction.
AccountingBankingFinancial Services
Responsibilities
Educates staff on SECU products and services. Shares knowledge not only with Retail but across the credit union and consortium
Monitors email requests from all locations within SECU and the consortium. Responds to inquiries within department SLA
Educates and coaches staff as needed and meets department SLAs for responses
Develops and communicates updates to policy and procedures and system functionality to all staff
Processes transactions that exceed the branch authorities. Provides approval of transactions, such as wires, over the FCM and AFCM limits
Serve as a subject matter expert for all branch deposit related functions, policies and procedures, and systems
Collaborates with others to identify member impacts and distributes timely alerts throughout the issue with a focus on providing work-around solutions
Serves as liaison for our consortium to answer questions, assist with implementation of changes and update job resource materials
Maintains expertise in all deposit-related regulations and State and Federal laws and ensures SECU and staff compliance
Completes thorough research into escalated member complaints to the CEO, DLLR, BBB, NCUA and other sensitive matters. Documenting member issues, resolution and response with a focus on member service and mitigating risk to SECU
Conducts periodic quality control reviews to address errors proactively, coordinate corrections, and provide coaching if needed
Identifies root causes for any member or staff friction, proposes solutions, and collaborates with others to resolve as needed
Provides operational support on project teams, educates others on processes, delivers tasks on time, and ensures effective implementation
Maintains strong attention to detail when testing new system functionality and system upgrades to ensure systems work as necessary and minimize go-live issues for staff or members
Completes various tasks to support departmental and organizational objectives
Reviews monthly Branch Audit reports to ensure compliance, coach retail management on any errors, and prepare reports on branch compliance as needed
Assists with annual audits to ensure compliance with all SECU policies and procedures
Conducts onsite audits of financial centers to confirm that proper operational controls are in place. Train and coach staff as needed
Independently conducts annual Operational Reviews of SECU branches to ensure the staff follow all required policies and procedures. Partner with Retail leadership on action plans to address issues
Qualification
Required
B.A. or B.S. degree in a related field (such as finance, business management, logistics, or process management), or an equivalent combination of education and experience that provides the skills and knowledge required to perform the essential functions of the role effectively
3-5 years of progressively responsible related work experience in banking/credit union processing, operations, or consumer service is required
Financial Institution experience required, preferably in a branch environment
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
Ability to travel to financial centers and SECU Headquarters in Linthicum, Maryland as needed
Willingness to work evenings, weekends, and holidays when required
Preferred
Management experience preferred. Ability to effectively have coaching conversations with leaders throughout the organization
User acceptance testing experience preferred
Knowledge of regulations applicable to financial institutions preferred
Benefits
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025SECUBenefitsGuide.pdf
Company
SECU
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
Funding
Current Stage
Late StageRecent News
2025-10-23
State Employees' Credit Union (SECU)
2025-09-17
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