Operations Coordinator

The Operations Coordinator supports theoperationsleadershipteam by coordinating departmental processes, organizing information, and ensuring smooth day-to-day operations. This role manages timelines, prepares materials,maintains documentation, and supports communication across teams to help initiatives move forward. The Operations Coordinator  plays a keypartin keeping work organized, ensuring follow-through, andmaintainingefficient administrative and operational support for the department.

• Coordinates operational workflows, timelines, and recurring processes to support departmental goals.
• Tracks project milestones, meeting action items, and follow-up tasks to maintain visibility into progress and ensure timely completion.
• Manages calendars, travel arrangements, department logistics, and expense processing to support effective coordination of departmental activities.
• Assists with routine operational tasks such as intake routing, form preparation, and organizing information needed for reviews or decisions.

• Prepares and organizes department materials, including reports, presentations, summaries, and reference documents.
• Maintains department records, templates, trackers, and documentation to support process consistency and audit readiness.
• Ensures documents, files, and shared resources are accurate, updated, and easy for stakeholders to access.
• Handles sensitive information with professionalism, discretion, and sound judgment.

• Schedules and coordinates departmental meetings, conference calls, and events, including preparing agendas, assembling materials, and documenting notes.
• Monitors and communicates follow-up tasks to keep work moving forward and ensure alignment across stakeholders.
• Drafts or proofreads internal communications, updates, and summaries to support consistent and timely information flow.
• Partners with cross-functional teams to collect information and consolidate updates for departmental reporting.

• Supports logistics for department-wide activities such as trainings, compliance reviews, or operational updates.
• Coordinates supplies, resources, and technology needs to ensure the department operates effectively.
• Identifies opportunities to streamline administrative processes and contributes to updating or improving departmental procedures.

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

• High school diploma or equivalent
• 2+ years of administrative, coordination, or office support experience, preferably supporting multiple leaders or departments

• Associate’s or Bachelor’sdegree in business administration, communications, or a related field—or equivalent experience
• Experience in a financial institution or highly regulated industry

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

• Skilled in organizing information, managing multiple priorities, and maintaining accuracy and attention to detail
• Skilled in preparing clear, professional documents, reports, and presentations
• Skilled in using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and digital collaboration tools
• Strong written and verbal communication skills to support clear information flow
• Ability to track timelines, follow up on action items, and keep work moving forward
• Ability to maintain confidentiality and use sound judgment when handling sensitive information
• Ability to build positive relationships and work collaboratively across teams
• Ability to adapt to shifting priorities in a dynamic environment

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

• Hybrid work environment (combination of remote & onsite); requires regular use of online tools, systems, and collaboration platforms
• General office setting or branch environment when working onsite
• Travel to branch locations, vendor sites, or other business-related…