Operations Manager

Essential Functions and Responsibilities

• Serves as a subject matter expert for complex account-related issues, providing guidance, resolving escalated matters, and ensuring appropriate outcomes.
• Oversees account and membership operations and related controls, including online account opening, membership establishment, certificates, IRAs, special account roles, and audit readiness to ensure accuracy, compliance, and operational effectiveness.
• Ensures regulatory compliance by maintaining adherence to applicable laws, regulations, internal policies, and procedures.
• Directs file maintenance activities, ensuring member and account records are accurate, complete, and maintained according to established standards.
• Maintains operational risk by identifying control weaknesses, implementing corrective actions, and supporting a strong internal control environment.
• Drives continuous improvement initiatives by proactively enhancing processes, increasing efficiency, and improving the member experience.

Work Experience

• Three or more years of management or supervisory experience is required.
• Experience working in credit union operations is preferred.

Education, Licenses, and Certifications

• A Bachelors degree in business, organizational management, finance, or in a similar field is required, OR an equivalent combination of education, training, relevant work experience, or military experience is required.

Other Skills Required

• Must have the ability to prioritize demands from multiple projects.
• Possesses strong data analysis skills.
• Exhibits excellent written and verbal communication skills with the ability to effectively interact with all levels of the organization.
• Displays high proficiency with Word, Excel, PowerPoint and Outlook.
• Shows strong problem solving skills and the ability to address new problems and issues with unique solutions.