Business Continuity & Vendor Management Specialist

Truity Credit Union; Bartlesville (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Truity Credit Union is seeking a proactive Business Continuity and Vendor Management Coordinator to align BCP updates with internal teams and outside providers. You will help shape recovery plans, manage vendor relationships, and ensure regulatory compliance while partnering across branches and IT to keep operations resilient.

You will coordinate annual testing, document incidents, and support education initiatives to keep our policies current and effective in a dynamic financial environment.

Qualifications

• Two-year college degree or 64 credits equivalent.
• Successfully complete all applicable compliance training and testing.

Responsibilities

• Coordinate the Business Continuity Program updates with cross-functional teams.
• Assist with input requirements of BCP phases.
• Plan and coordinate annual BCP testing with the vendor.
• Develop recovery options for each location/department.
• Meet with Crisis Management Teams to ensure readiness.
• Document incidents and improve response.
• Support Vendor Management and contract renewal monitoring.
• Attend conferences and trainings on BCP and vendor management.

Skills

Communication skills

Interpersonal skills

Attention to detail

Decision making

Problem solving

Self-directed

Verbal communication

Education

Associate degree or equivalent (64 credits)

Tools

Symitar

Synergy

Microsoft Word

Excel

Teams

Job description

Our culture is not just a poster in the hallway; it is a guiding principle we live by each and every day, one we carry forward even as our work changes around us. Non-stop change is part of our path, and we meet it by simplifying, not just doing more.

That means this role is expected to accept and adopt High Tech, High Touch practices using artificial intelligence and other digital tools to simplify outdated, low-value work so technology handles the routine, freeing us to stay present for what only a person can do: building relationships, solving complex problems, and responding with genuine care. Digital tools don’t replace those relationships; they remove the barriers that get in their way.

Central To This Commitment Is Our Cross-functional Employee Team, Known As Our "Culture Crew," Dedicated To Fostering Community Through Engaging Activities, Reinforcing Our Cultural Values, And Ensuring Their Continuous Integration Into Our Daily Operations. We Define Our Culture According To Our Cultural Pillars Of

• Membership Centric
• People Focused
• One Team
• Personal Achievement
• Innovation

Job Summary

This position coordinates Business Continuity Plan with the internal team and outside provider, as well as the Vendor Management program with relationship owners.

Essential Functions

May include any and/or all of the following:

• Coordinate the Business Continuity Program updates
  • Assists Managers with input requirements of BCP phases
  • Reviews input from Managers to provide:
    • Consistency between departments
    • Realistic goals for recovery and resources from each department
• Works with BCP vendor to plan and complete their annual testing requirements
• Submits annual goals for BCP program enhancements for approval by Supervisor
• Works with Branch/Department managers and I.T. to develop recovery options and plans for each location/department
• Meets with Crisis Management Teams and Business Unit recovery teams to ensure readiness
• Tests emergency communication methods at all levels at least annually
• Documents incidents as they occur and gathers input to improve response
• Coordinates compliance with the Vendor Management Program
  • Ensures due diligence is performed on new vendors
  • Follows up with managers on their annual updates
  • Monitors contract renewals
  • Ensures BCP vendor list is reconciled with Vendor Management
• Fulfills requirements for education and training
  • Attend conferences and trainings as appropriate
  • Monitor and distribute information regarding BCP, vendor management, and industry
• Assists the compliance department with audits
• BCP and vendor management related questions from inside the credit union
• Other duties as assigned

Knowledge, Skills, Abilities And Personal Characteristics

• Knowledge of:
  • Modern office equipment, 10-key and procedures
  • Technology and various software programs including Symitar, Synergy, Microsoft Word, Excel, and Teams
  • Credit Union processes, policies and procedures across multiple departments
• Ability to:
  • Carry out Credit Union mission, philosophies, values and practices
  • Solve practical problems and deal with variables in situations
  • Write routine reports and correspondence
  • Organize and prioritize in order to meet deadlines
  • Read and interpret a variety of instructions and requests furnished in written, oral, or other type forms
  • Self direct with the initiative and drive necessary to activate a project from conception through completion
  • Speak with confidence and clarity
  • Adapt professional style to the needs of co-workers and members
  • Interpret regulation data, compare to internal policies and procedures and make a determination regarding company compliance
  • Provide accurate services
  • Maintain confidentiality and professionalism
• Skill in:
  • Strong verbal and written communication
  • Interpersonal and human relations
  • Paying close attention to detail
  • Making effective and timely decisions

Qualifications

Critical Development Experiences: Pursue opportunities for professional growth and development through training, education and self-study, which may include but not limited to laws and regulations as they pertain to financial institutions, auditing procedures and a general understanding of Credit Union operations

Successfully complete all applicable compliance training and testing

Education And Experience Equivalent To

A two year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

Requirements

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/Disabled

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or [e-mail] for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affir...