Retail Operations Advocate

The Retail Operations Advocate will assume, but not be limited to, the following responsibilities :

• Subject matter expert of established Credit Union operational polices.
• Primary liaison for all inquiries related to Branch or Contact Center operations.
• Assists in the implementation of projects and programs aimed at enhancing Retail Operations, including release testing and the introduction of new processes to Branches and Contact Centers.
• Maintains current knowledge of the operational aspects of the IRA portfolio and ensures regulatory compliance.
• The individual examines IRA account documents from different branches and departments, determines the required transaction or action, and approves or completes transactions as necessary.
• Coordinates decedent account processing ensuring appropriate paperwork is accurately prepared ensuring the credit union's fiduciary responsibilities are upheld.
• Recommend policies, procedures and guidelines changes to keep within our core purpose.

The successful candidate will possess the following education, knowledge and skillsets :

We provide competitive compensation and benefits package that includes :

EOE

Job Posted by ApplicantPro