Branch Operations Specialist

Redwood Credit Union is looking for a Branch Operations Specialist, who will perform a wide variety of complex operational duties, Member support, service and sales as well as specialized Member requests. Coach, mentor and direct staff progress towards obtaining organizational and branch goals and objectives.

 

o Ensure the balancing of all cash and negotiable items in branch, including vault and TCRs.

o Monitor, order, receive, and prepare cash shipments.

o Ensure optimal TCR utilization and proper logistical cash needs are met.

o Troubleshoot TCR outages using CFM and Symitar. Provide follow-up report(s) to branch management.

o Conduct and provide oversight to weekly, monthly, quarterly, semi-annual and annual branch audits of Redwood Credit Union documents, files and processes.

o Assist in the scheduling, publishing and updating of branch staff schedules.

o Provide support to staff that require override assistance on an account to best serve the Member, while adhering to RCU policy and procedures to provide an optimal Member experience.

o Oversee and monitor branch Wire Transfer requests. Ensure wires are processed within the established guidelines and deadlines. Escalate for approval as necessary.

o Act as Manager on Duty in the absence of Branch Experience Manager and Branch Service Manager to ensure proper operations of the branch, including Member service.

o Perform and provide general oversight of branch opening and closing duties while managing procedural requirements and overtime.

o Assist branch management with the preparation of sales reports and/or branch KPI.

o Provide products and service, detailed branch operations and transaction training to branch staff including daily huddles.

o Acts as an ambassador.

o Provide excellent service to all Members, volunteers, internal employees, and service providers.

o Research Member issues and respond verbally and/or in writing or direct them to the appropriate person or department. Escalate if necessary.

o Safeguard Member information and ensure confidentiality by following established RCU policy and procedures.

o Provide sales and service leadership to all branch staff.

o Conduct sales and service huddles.

o Conduct sales and service meetings with the assistance of branch management.

o Open new accounts, process loan applications and fund loans as needed.

o Ensure branch staff consistently operates at the highest level of service.

o Provide general support to the platform side as needed.

o Cross-sell RCU products and services including Insurance and Investments.

o Perform teller transactions when needed and reconcile cash nightly.

o Comply with all safety and security regulations.

 

 

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

 

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.