Branch Operations Specialist
Listed on 2025-12-11
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Finance & Banking
Current job opportunities are posted here as they become available.
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member’s financial well-being, and we’ll always do what’s right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference.
What you will do:The Branch Operations Specialist is responsible for providing operational support to various departments and initiatives across SECU, with a focus on our Retail network. Using their knowledge, experience, and judgment, this role responds to daily inquiries, conducts research, resolves issues, and consistently demonstrates a strong commitment to service.
The Branch Operations Specialist acts independently to make time-sensitive decisions while balancing Member and Employee Satisfaction goals with operational guidelines and regulations.
The role also includes educating, training, and coaching staff and leaders. The Specialist conducts audits of branch operations and provides operational reports to Market Managers on opportunities for improvement in financial centers. This position requires collaboration, clear communication, and continual follow-up to meet service expectations.
In addition, the Branch Operations Specialist collaborates across the organization to implement new procedures, improve existing ones, and enhance system functionality. They also build strong partnerships with SECU staff, consortium departments, and external vendors.
The Branch Operations Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:Deposit Operations & Compliance
- Educates staff on SECU products and services. Shares knowledge not only with Retail but across the credit union and consortium.
- Educates and coaches staff as needed and meets department SLAs for responses.
- Develops and communicates updates to policy and procedures and system functionality to all staff.
- Processes transactions that exceed the branch authorities. Provides approval of transactions, such as wires, over the FCM and AFCM limits.
- Serve as a subject matter expert for all branch deposit related functions, policies and procedures, and systems.
- Collaborates with others to identify member impacts and distributes timely alerts throughout the issue with a focus on providing work-around solutions.
- Serves as liaison for our consortium to answer questions, assist with implementation of changes and update job resource materials.
- Maintains expertise in all deposit-related regulations and State and Federal laws and ensures SECU and staff compliance.
- Completes thorough research into escalated member complaints to the CEO, DLLR, BBB, NCUA and other sensitive matters. Documenting member issues, resolution and response with a focus on member service and mitigating risk to SECU.
- Conducts periodic quality control reviews to address errors proactively, coordinate corrections, and provide coaching if needed.
- Identifies root causes for any member or staff friction, proposes solutions, and collaborates with others to resolve as needed.
- Provides operational support on project teams, educates others on processes, delivers tasks on time, and ensures effective implementation.
- Maintains strong attention to detail when testing new system functionality and system upgrades to ensure systems work as necessary and minimize go‑live issues for staff or members.
- Completes various tasks to support departmental…
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