Senior Branch Operations Specialist

Together Credit Union; St. Louis (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Together Credit Union seeks a Senior Branch Operations Specialist to partner with retail branch teams, ensuring efficient operations and strong member relationships. The role focuses on understanding credit union workflows and delivering financial guidance to empower members toward their goals.

The position involves onboarding staff, leading process improvements, and collaborating on branch technology and compliance initiatives while maintaining accurate cash handling and transaction practices.

Qualifications

• H.S. Diploma or GED required.
• Minimum 5 years of relevant financial services experience including cash handling, customer service and fintech platforms.

Responsibilities

• Collaborates with departments to identify areas of improvement and maintains operational integrity.
• Onboards new employees and provides ongoing on-the-job training to branch staff.
• Works with branch managers to remediate performance deficiencies, including training.
• Serves on committees and task forces for branch technology and project lifecycles.
• Documents project scope, objectives, requirements, and deliverables with stakeholders.
• Supports personal service counselor role to achieve branch objectives.
• Acts as point of contact for retail branch operations in absence of management.
• Engages with membership teams to identify financial needs and recommend products.
• Performs savings and lending transactions and maintains daily cash drawer balance.
• Follows up on membership appointments and loan leads.
• Promotes credit union growth through outbound calls and community outreach.
• Keeps knowledge of products, policies, promotions and applies them to member conversations.

Skills

Customer service

Relationship building

Cash handling

Financial technology

Notary public

Education

High school diploma or GED

Job description

Job Title : Senior Branch Operations Specialist

Job Title : Senior Branch Operations Specialist

Reports T o : Assistant Branch Manager

Positions S upervised : N/A

FLSA Status : Non-Exempt

Job Summary

The senior branch operations specialist is responsible for developing relationships with retail branch teams and ensuring efficiency and effectiveness in operational processes. This role maintains a strong understanding of credit union operations and prioritizing building relationships and providing financial guidance to empower members to achieve their best life.

Job Responsibilities

The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks others than those specifically stated in this description.

• Collaborates with departments to identify areas of improvement, implementing best practices and maintains operational integrity.
• Assists with onboarding new employees and provides ongoing on-the-job training to branch employees.
• Works with branch managers to remediate performance deficiencies, to include training branch team members.
• Serves on committees and task forces for special projects related to creating and implementing new branch technology, due diligence, initiation, planning, execution, and closing stages.
• Documents project scope, objectives, requirements, and deliverables that support business goals in collaboration with stakeholders.
• Works universally and collaboratively in the personal service counselor role as needed to achieve overall branch objectives.
• Acts as a point of contact for retail branch operations employees in absence of management.
• Engages with membership teams to build relationships, identify financial needs and opportunities, and provides relevant product recommendations to members.
• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner; maintains responsibility for daily balance of cash drawer.
• Proactively follows up on existing and potential membership appointments and loan leads.
• Promotes Credit Union growth through outbound calls, community outreach, and networking.
• Maintains current knowledge of Credit Union products and services, procedures, policies, promotions and integrates them into daily activities and member conversations.

Required Qualifications

An equivalent combination of education, training, and experience will be considered.

• H.S. Diploma or GED
• Minimum 5 years of relevant experience in financial services to include experience in cash handling, customer service, and financial technology platforms

Knowledge, Skills, and Abilities (KSA’s)

A representation of the knowledge, skills, and abilities necessary to perform this job competently.

• Demonstrated ability to meeting goals.
• Passionate commitment and drive to deliver exceptional service to internal and external members.
• Interpersonal skills, including the ability to influence and build rapport.
• Courage and confidence to initiate conversations with members.
• Organizational, listening, problem-solving, and verbal and written communication skills.
• Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications or must be obtained through training.

Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.

• May work at multiple branches based on needs; work schedule may differ from week to week in terms of days worked and hours.
• Local and out-of-state travel required
• Evening and weekend work may be required as job duties demand

Physical Abilities

The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to work at a computer in a stationary manner up to 8 hours daily.

Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.