Senior Branch Ops Leader - Empower Members

Together Credit Union

St. Louis (MO)

On-site

USD 55,000 - 85,000

Full time

2 days ago
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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

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.

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