Operations Policy & Procedure Specialist

Teachers-Federal-Credit-Union; Brentwood (NY); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Annual discretionary bonus

Paid time off

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement

Employee loan discounts

Job summary

Teachers Federal Credit Union is seeking an Operations Procedure Specialist to develop and update policies, procedures, and documentation for retail operations and back-office teams. The role ensures regulatory compliance and improves efficiency while reducing risk.

The ideal candidate will have a bachelor’s degree or eight years of relevant experience, plus strong writing, research, and communication skills.

Qualifications

• Bachelor’s degree required or eight years directly related work experience.
• Minimum three years researching, analyzing, writing and reviewing content.
• Knowledge of branch and back-office operations, policy and procedures, practices, protocols, systems, and financial compliance laws and regulations.
• Proficient in Microsoft Office.
• Strong communication and presentation skills.
• Experience creating documentation for audiences with different levels of technical skill.

Responsibilities

• Writes, edits, and updates operational procedures and guides 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.

Skills

Analytical skills

Written communication

Oral communication

Organizational skills

Public speaking

Education

Bachelor’s degree

Tools

DNA core systems

Velocity

Salesforce CRM

Microsoft Office

Job description

Teachers Federal Credit Union is seeking an Operations Procedure Specialist to develop and update policies, procedures, and documentation for retail operations and back-office teams. The role ensures regulatory compliance and improves efficiency while reducing risk.

The ideal candidate will have a bachelor’s degree or eight years of relevant experience, plus strong writing, research, and communication skills.