Operations Process Analyst

Job Description

Job Description

FANTASTIC opportunity to join a mission-driven Credit Union! Seeking 5+ years' experience with a Credit Union, Bank or related financial institution where you assisted with streamlining processes, improving efficiencies, and ensuring consistency of process and procedures across multiple branches and contact centers. The ideal candidate will have a blend of experience in branch and specialized contact center operations for a credit union or bank plus relevant project management experience in financial services. This position is more about operational efficiencies than heavy data analytics.

Title: Operations Process Analyst

Position Status– Full-time, Exempt

Reports To: SVP

Target Hiring Pay Range: $56,243 - $70,304

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

Purpose : The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Operations Process Analyst serves as the centralized resource for process management and coordination across various departments within the credit union.

Essential Duties and Responsibilities: Other duties may be assigned

1. Adhere to and deliver on Center Parc’s core values:
   1. Serve Exceptionally
   2. Commit to Better
   3. Find the Fun
   4. Invest in Integrity
   5. Follow the Numbers
   6. Go Forth and Conquer
   7. Protect with Passion

1. Validate, improve, and implement processes and procedures that enhance operational effectiveness, ensure compliance, and align with industry standards and best practices.
2. Serve as the point person for procedure updates, approvals, version control, and ongoing maintenance.
3. Function as the primary point of contact for departments seeking guidance on process changes or new initiatives affecting operations; engage stakeholders at all levels to ensure alignment of changes and updates.
4. Work closely with project managers and department leaders to assess the impact of proposed changes on operational processes; participate in project meetings to understand objectives.
5. Partner with the training and development team to validate training programs and materials, ensuring they meet operational standards and include the latest processes and procedures; coordinate staff communications regarding procedural changes with Training and Digital Experience (DX) as applicable.
6. Manage enhancements and issue resolution by completing intake, analysis, prioritization, and processing of enhancement requests; submit, respond to, and track Help Desk tickets.
7. Work closely with IT to explore opportunities for process automation, support periodic user access reviews, and to perform and document system testing; collaborate with Help Desk and Training to ensure that all changes are supported, communicated, and adopted.
8. Maintain process governance by ensuring processes comply with regulatory requirements and internal policies; collaborate with internal audit on identified gaps and drive remediation; and establish periodic checks to verify processes and procedures are executed properly and consistently within branches.
9. Create, maintain, and analyze operational reports to monitor efficiency and effectiveness; produce key reporting to support leadership visibility and identify member outreach opportunities (e.g., fee refund reporting, Kasasa reporting, JMFA/Advantage balance monitoring, quarterly maturing CDs).
10. Incorporate program and performance data into data analytics and reporting tools.
11. Provide operational program administration, as assigned, including activities such as Deluxe (check printing) invoice review/routing and monthly reporting, invoice preparation support, and review/edit/approval of member communications (letters/emails) including coordination of quarterly compliance communications.
12. As assigned, have administrative accountability for operational effectiveness of the Medallion Program, uploads, and maintenance tasks (e.g., Alloy Deny List file)
13. Take ownership of strategies, methods, checks, and balances to periodically verify that processes and procedures are being executed properly and consistently within branches.
14. Work closely with the Operations Performance Consultant to deliver a joint effort in coaching managers and team members toward operational efficiency and consistency, ensuring a seamless member experience across all transactions at all locations.
15. Demonstrate strong analytical, problem-solving, and communication skills; maintain objectivity, professionalism, and confidentiality; and participate in ongoing training as needed.

1. Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
2. Travel overnight or to other APCU locations as required (approximately 5%).
3. Other duties as assigned.

Supervisory Responsibilities: No direct reports. May manage day-to-day tasks through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Qualification Requirements : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED Education and/or Experience:

• A bachelor’s degree in business administration, finance, operations management, a related field, or 2 years of process optimization work experience in lieu of degree
• 5 years of experience in operations analysis, process improvement, or a related role, preferably within the financial services industry
• Prior work experience in either leading cross functional projects and initiatives or auditing adherence to processes and procedures

PREFFERED Education and/or Experience:

• Operations analysis, or process improvement work experience within the financial services industry
• Agile (PMI-ACP, CSM, or equivalent), Six Sigma, or Lean certification
• Working knowledge of Symitar and other banking core

Physical Job Requirements:

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 20 pounds.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.