Retail Process Specialist

Corda Credit Union; Cedar Rapids (IA); On-site; USD 60,000 - 75,000; Full time

Job summary

Corda Credit Union in Cedar Rapids, IA is seeking a Retail Process Specialist to help streamline retail procedures, ensure accuracy and consistency, and empower staff with clear, practical guidelines. You will analyze processes, write and maintain procedures, identify gaps, test new products or systems, and communicate changes across the organization to drive efficient operations.

The role emphasizes collaboration, attention to detail, and a proactive mindset to continually improve member

Qualifications

• Analytical mindset with ability to translate complex processes into clear procedures.
• Meticulous attention to detail and strong organizational skills.
• Excellent written and verbal communication; comfortable cross‑functional collaboration.

Responsibilities

• Write, maintain, and improve retail procedures that are clear and practical.
• Analyze different ways to complete a task and recommend best practices.
• Regularly review procedures to keep them accurate and effective.
• Identify gaps and opportunities to improve efficiency and consistency.
• Assist in rollout of new products, services, or systems by testing processes and developing resources.
• Communicate changes to employees and ensure understanding.
• Identify opportunities for coaching and process education.

Skills

Analytical

Detail-oriented

Curious

Strong communicator

Ask better questions

Written & spoken comms

Process analysis

Collaboration across departments

Critical thinking

Financial services experience

Job description

Do you enjoy taking complex processes, identifying opportunities to improve efficiency, and turning them into clear, easy-to-follow procedures that others can understand and use?

Corda Credit Union is looking for a Retail Process Specialist to join our team and play an important role in making sure our retail procedures are accurate, efficient, consistent, and easy for our employees to use.

What You'll Do

• Write, maintain, and improve retail procedures that are clear, accurate, and practical.
• Analyze different ways to complete a task and recommend effective best practices.
• Regularly review existing procedures to ensure they remain accurate and effective.
• Identify process gaps, deficiencies, and opportunities to improve efficiency and consistency.
• Participate in the rollout of new products, services, systems, and technology by helping test processes and developing the procedures and resources needed for a successful launch.
• Communicate new and updated procedures to employees and ensure they understand the changes.
• Help identify opportunities for coaching, education, and process improvement.

What We Are Looking For

We're looking for someone who is analytical, detail-oriented, curious, a strong communicator, and comfortable asking "Is there a better way to do this?"

The ideal candidate will have:

• Strong written and verbal communication skills.
• The ability to analyze processes and identify opportunities for improvement.
• Excellent attention to detail and organizational skills.
• The ability to work collaboratively with people and departments across an organization.
• Strong critical-thinking and problem-solving skills.
• Experience with financial services, credit unions, banking operations, compliance, procedures, process improvement, or systems implementation is helpful.

Why Corda?

At Corda, we believe in doing things the right way for our members, our employees, and our communities.

If you enjoy understanding how things work, implementing best practices, and turning those improvements into clear and effective processes, we'd love to hear from you.