Retail Operations Associate 3

Join Our Team in Albany, NY

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

Travel to Albany, NY for training may be needed periodically throughout employment. May need to travel between Broadview's regional areas in Syracuse, NY and Binghamton, NY. Position is currently remote with potential for future hybrid model at a location in Buffalo.

Summary of Role

This position necessitates proficiency in every component of the retail branch operational process as well as knowledge of procedures, policies, security, and processing systems.

Essential Job Functions/Responsibilities

• Maintain a high degree of confidentiality of data and adhere to departmental, regulatory and Credit Union strict security and data protection standards.
• Build internal customer loyalty utilizing courtesy and friendliness, resolve service issues in a prompt and professional manner, within the established policies and procedures and utilizing knowledge of process and systems providing the accurate and complete information.
• Monitor front office issues and keep department staff and management aware of problem issues.
• Assist with branch proof process including identifying out of balance differences and working collaboratively with staff and Accounting to clear differences.
• Continuous review of procedure and policy.
• Prepares periodic and ad hoc reports.
• Develops monthly focus newsletter to include trending topics, process improvement, and monthly metrics at the branch level
• Branch form updates, development, and implementation.
• Write and disseminate front office communication as needed.
• Conducts periodic work reviews/audits to assess efficiency and effectiveness of operations performance within assigned area of responsibility.
• Monitors trends across operations area of expertise and makes recommendations to management.
• Daily cash oversight monitoring levels, orders and organizational needs.
• Monitors overall GL activity, leads reconciliation efforts/research in specific area of responsibility.
• Continuous oversight of branch audit execution, including a yearly in-depth review.
• Ongoing Signature Guarantee/Validation Oversight.
• Manage certified users and support overall program.
• Manage user access to the appropriate alarm panels on a daily basis.
• Included on all branch location security call lists and responsible for after-hours call support.
• Vendor management support and confirmation of process accuracy.
• Alarm system weekly and monthly reporting.
• Branch parking changes and expenses.
• Coin Machine troubleshooting and reconciliation.
• Cash/Coin order oversight.
• MoneyGram troubleshooting and reconciliation.
• Signature Guarantee/Validation program management.
• TCD/TCR machine troubleshooting and reconciliation.
• Front office support.
• Branch Triage coordination, member issue resolution and system issue analysis.
• Fraud analysis (counterfeit currency, check deposit, neg share, identity theft, elder abuse etc.)
• Project participant/liaison representing operations for organizational initiatives involving area of expertise as assigned.
• Prepares written assessments (proposals, business cases, pro formas, etc.) with analysis supporting recommendation.
• Leveraging operations knowledge to assist with problem/issue diagnosis and resolution.
• Maintains awareness of industry/vendor/system trends/changes pertinent to operations and makes recommendations.
• Forecast review, analysis, and refinement.

Minimum Job Qualifications:

• Bachelor's degree is preferred, or minimum of 2 to 3 years of experience in the level 2 position or equivalent experience in a related field.
• Ability to work in a dynamic, high monetary risk operations governed by established deadlines and regulatory requirements.
• Ability to make effective decisions under pressure in a high monetary risk environment.
• Sound organizational and time management skills.
• Experience reviewing proposals and business cases, drawing logical conclusions from analysis.
• High level of technology proficiency.
• Experience working with reconciliations helpful.
• Strong working knowledge of Microsoft Excel, particularly in creating and manipulating spreadsheets and creating reports from spreadsheets.

Starting Compensation: $22.62 - $27.15/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at View email address on click.appcast.io