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
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