Operations Procedure Specialist

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

Benefits offered by this job

Annual discretionary bonus program

Paid time off: vacation, personal days

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement for full-time

Credit card loan discounts

Other loan discounts

Job summary

Teachers Federal Credit Union in Hauppauge, NY, seeks an Operations Procedure Specialist to develop, update, and standardize documentation for retail operations, contact centers, and back-office teams. You will ensure compliance with regulatory changes and improve process efficiency while mitigating risk.

The role requires strong writing skills, attention to detail, and the ability to work with multiple departments to produce clear, user-friendly guides and knowledge resources.

Qualifications

• Bachelor’s degree or eight years of 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

Responsibilities

• 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

Skills

Analytical skills

Oral and written communication

Public speaking

Documentation/writing

Education

Bachelor’s degree

8 years related work experience

Tools

Microsoft Office

DNA core systems

Velocity

CRM Salesforce

Job description

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. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

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

• 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

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.


• Paid time off for vacation, personal days, and holidays


• 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 $28.50 - $34.00 per hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers