Assistant Operations Manager

Job Description

Job Description

Job Summary: The Assistant Operations Manager supports the Operations Manager in the oversight of daily operational functions, process improvement initiatives, branch support activities, and administrative operations. This position serves as a working leader who provides guidance and direction to Operations staff, coordinates operational projects, monitors departmental performance, and ensures the efficient execution of operational processes. The Assistant Operations Manager acts as a resource for branches and departments while helping maintain compliance, service standards, and organizational objectives.

Essential Duties and Responsibilities:

• Assist with the day-to-day management of the Operations Department.
• Provide leadership, coaching, training, and guidance to Operations Assistants.
• Assist in assigning, prioritizing, and monitoring departmental workloads.
• Support employee onboarding and cross-training within Operations.
• Serve as a departmental resource for branch and corporate staff.
• Act as backup to the Operations Manager during absences.
• Assist with performance coaching and development of Operations staff.
• Oversee daily operational activities to ensure accuracy, efficiency, and service excellence.
• Monitor departmental workflows and identify opportunities for process improvement.
• Assist with implementation and maintenance of operational procedures.
• Create, edit, test, and review departmental procedures and documentation.
• Coordinate operational support activities for branch locations and corporate departments.
• Track and monitor departmental projects, assignments, and deadlines.
• Assist with vendor relationships, service requests, and operational purchasing.
• Review operational reports for accuracy and completeness.
• Monitor departmental performance metrics and recommend improvements.
• Conduct quality control reviews of operational processes.
• Assist in audits, examinations, and compliance reviews.
• Research operational issues and implement corrective actions when needed.
• Generate and maintain reports related to operational functions and departmental performance.
• Assist with branch operational support initiatives.
• Coordinate branch supply ordering and distribution.
• Assist with facility and operational escalations.
• Support organizational projects, branch openings, relocations, and operational initiatives.
• Serve as a resource for operational systems, procedures, and troubleshooting.
• Assist with organizational programs including Skip-A-Pay, operational campaigns, and special projects.
• Coordinate implementation of new processes, procedures, and operational enhancements.
• Manage assigned projects from planning through completion.
• Track project milestones and provide regular updates to management.
• Upholds the compliance requirement of all related federal regulations, including but not limited to; the Bank Secrecy Act and Anti-Money Laundering policies and procedures.  Complete annual BSA training requirements as established by SunWest Credit Union.
• Perform other duties as needed.

Education/ Work Experience/Skill Requirements:

• Strong leadership and coaching abilities.
• Advanced organizational and multitasking skills.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving capabilities.
• Ability to prioritize competing responsibilities and meet deadlines.
• Advanced Microsoft Office proficiency.
• Experience developing and maintaining procedures.
• Understanding of Credit Union operations and philosophy.
• Ability to handle confidential information with discretion.

Education and Work Experience:

• Associate's degree required; Bachelor's degree in Business Administration, Management, or related field preferred.
• 5+ years of operational, administrative, or financial institution experience.
• 2+ years of leadership, supervisory, or lead experience.
• Experience in project management, process improvement, or operational oversight preferred.
• Valid driver's license required.

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with ADA, FMLA, and applicable laws.
• Ability to maintain regular and reliable attendance.
• Ability to lift and carry up to 20 pounds.
• Frequent travel between branch locations.
• Ability to sit, stand, walk, bend, and use standard office equipment for extended periods.
• Ability to communicate effectively in person, electronically, and by telephone.

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally.

When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.

Company Description

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally. \r\n\r\nWhen you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.