Retail Operations Policy & Procedure Specialist
7 Days Old
Retail Operations Policy & Procedure Specialist Join the Retail Operations Policy & Procedure Specialist role at Teachers Federal Credit Union
Brief Description
Join Our Team
For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions.
Summary
The Operations Procedure Specialist develops and updates policies, procedures, and documentation for Teachers retail operations. The Specialist ensures compliance with regulatory changes, collaborates with various teams, and improves operational efficiency while mitigating risk.
Education And/or Experience
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
Job 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
Benefits Of Joining The Teachers Team
We provide a competitive compensation and benefits package that includes:
Paid time off for vacation, personal days, and holidays
Fully-funded pension plan
401(k) company contribution
Teachers pays 100% of Dental & Vision premium
Tuition reimbursement is offered to full-time employees
Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers
The good faith range for this position is $28.00-$33.50 an hour.
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.
Teachers Federal Credit Union is an equal opportunity employer.
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- Location:
- Hauppauge, NY, United States
- Job Type:
- FullTime
- Category:
- Finance