Retail Process Specialist

Corda Credit Union; New Buffalo (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

Corda Credit Union is seeking a detail-oriented professional to write, maintain, and improve retail procedures. You’ll analyze tasks, identify efficiency gains, and help roll out new products and systems with thorough testing and clear documentation.

The role emphasizes strong communication, rigorous problem-solving, and collaboration across departments to ensure procedures stay accurate and effective.

Qualifications

• 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.

Responsibilities

• 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.

Tools

Microsoft Office

Job description

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.