About the role

  • Retail Operations Specialist responsible for developing policies and procedures for TBK Bank. Collaborating with teams to enhance operational effectiveness and ensure compliance across branches in the United States.

Responsibilities

  • Perform support duties of a complex and diverse nature requiring some independent analysis.
  • Responsible for collaborating with team members to develop or update all written policies, procedures, and user manuals in support of key department initiatives.
  • Create, edit and format moderately complex manuals, materials, or other documentation related procedures and policies.
  • Update policies, procedures and user guides as deemed necessary and in accordance with the review schedule.
  • Adhere to established knowledge management writing and voice of TBK Bank guidelines.
  • Support the development and review of retail banking disclosures to ensure clarity, compliance, and consistency.
  • Facilitate and/or participate in functionally aligned meetings with business owners and stakeholders as needed.
  • Compile meeting decks and facilitate meetings, ensuring they run smoothly, stay organized, and achieve intended outcomes.
  • Maintain the intranet’s document library or repository database.
  • Lead and coordinate self-directed projects, maintaining accountability for outcomes and deadlines.
  • Oversee and produce Retail Operational Reports, which include but are not limited to: Teller Transactions, Compliance Training and Retail Performance Reports.
  • Produce research necessary to implement projects.
  • Cultivate and maintain strong partnerships with Regional Managers, Deposit Operations and Branch Operations.
  • Attend meetings to ensure awareness of organizational priorities, and collaborate with peers to support strategic goals.
  • Review audit results and performance reports.
  • Conduct root cause analysis for areas requiring improvement and develop and implement solutions.
  • Perform merger, acquisition and conversion support activities.
  • Create and maintain the Retail Calendar, ensuring key dates and deliverables are tracked and communicated.
  • Perform duties in compliance with applicable laws and regulations.

Requirements

  • Minimum 5 years of experience in retail banking or financial services operations
  • Associate’s degree required; Bachelor’s and/or management experience preferred
  • Comprehensive knowledge of consumer compliance regulations
  • Detail-oriented with strong organizational skills
  • Able to lead and influence teams across geographical locations
  • Proven ability to exercise informed judgement in complex situations
  • Ability to work independently and manage multiple priorities
  • Evidence of a strong work ethic, detail orientation, and organizational skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent communication skills are required, both written and verbal.
  • Must be able to travel 25-50% to branch locations and to future acquisition locations.

Benefits

  • Medical
  • Dental
  • Vision
  • Paid Time Off
  • 401k

Job title

Retail Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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