Retail Operations Representative III

The Retail Operations Representative III is responsible for providing

administrative and clerical support for activities related to the Credit

Union\'s retail operations products, services, and programs. This

includes assisting in development, implementation, and operations of all

retail products, services and programs. Primary Responsibilities: 1.

Participates in the administration of the Credit Union\'s retail

operations audit program as the primary conductor to evaluate compliance

with policy, procedure, and regulations to include but not limited to

periodic audits of branch and member service center operations. 2.

Monitors QC log and enters any missing or supporting documentation as

needed. Follows up for completed items such as reconciliations of retail

operations accounts; maintenance and Reg E requests; member

beneficiaries on existing deposit accounts; transactions on inactive /

dormant accounts; cashier checks; deposit rate changes; overdraft

protection; exception reports for all debit card file maintenance and

forms; CD / IRA transactions, beneficiaries, forms, and file

maintenance. 3. Monitors transaction and cash difference tracking,

retail operations key insights, employee authorization / signing

authority updates, and other retail forms. Generates or creates reports

as needed. 4. Processes IP capture void transaction requests. 5.

Maintains equipment inventory for branches and member service center.

Documents and reports functionality, end of life, etc. 6. Assists in the

development of retail operations products, services and programs.

Coordinates with staff, vendors, and departments for enhancements and

changes. Participates in testing and deployment to end users. 7.

Provides exceptional member service, resolving issues and answering

inquires. Train and assist retail team members in retail operations,

policies and procedures. 8. Facilitates and leads monthly Branch

Operations meetings with MRRIIIs to review updates, trends and provide

insights on system enhancements. 9. Documents administrative and

clerical updates, changes, decisions, and procedures. 10. Reviews retail

operations policies, procedures, and regulatory guidance to assess

effectiveness of controls and makes recommendations. 11. Keeps up to

date on regulatory guidance other relevant industry standards. 12.

Adheres to all AOCU policies and procedures. Responsible for compliance

with the following regulations: BSA, OFAC, and other regulations as

required. This position is eligible to work remotely up to 2 days per

week after 3 months of hire in accordance with the Work From Home

Policy. Requirements High School Diploma or equivalent. Three years of

related banking experience is required. Strong knowledge of state and

federal banking compliance regulations and knowledge of credit union

operational policies and procedures, products, and services required.

Experience With Branch Audits Is Preferred. Demonstrated Supervisory Or
coaching experience is preferred. Must be very comfortable with

technology. Must have demonstrated analytical and problem-solving skills

and the ability to prioritize tasks and manage deadlines. Must have

demonstrated experience working independently and as part of a team;

strong attention to detail; ability to process work accurately; and

excellent organization and communication skills. Must have proficiency

in Microsoft Office Suite (Word, Excel, Outlook, SharePoint) and ability

to utilize various banking software and platforms. Must have ability to

utilize various types of office equipment, including PC. Must have a

valid driver?s license and ability to travel throughout the branch

network as needed. (Click Here to Read Full Job

Description))