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TBK Bank, SSB · 6 hours ago

Retail Operations Specialist

Bettendorf, IA

Full-time

Hybrid

Senior Level

5+ years exp

TBK Bank is a subsidiary of Triumph, focused on providing exceptional customer service and making a difference in the lives of customers and communities. The Retail Operations Specialist will support various operational initiatives by developing and updating policies, procedures, and user manuals, while collaborating with team members and maintaining strong partnerships across departments.

BankingFinanceFinancial ServicesFinTech

Responsibilities

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, creating a natural bridge between sales, service and operations

Attend meetings to ensure awareness of organizational priorities, advise peers on trends within assigned region or business area, 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

Work on Conversion Teams; validating accounts, training team members as needed for projects

Perform BCP and vendor management for respective region or function

Create and maintain the Retail Calendar, ensuring key dates and deliverables are tracked and communicated

Able to perform daily tasks during periods of high volume

Continue professional development through training, seminars, certifications, and membership in professional associations, as applicable

Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program

Compile Branch Information Packets on a monthly basis and distribute them to branches

Responsible for Retail Operations Support communication and gathering information from business owners

Gather feedback from the retail teams and Operations team members to improve procedures and enhance operational effectiveness

Engage in cross-departmental meetings, ensuring alignment and progress across teams

Perform other duties as assigned

Qualification

Retail banking experienceConsumer compliance knowledgeMicrosoft Office SuiteOrganizational skillsCommunication skillsJudgement in complex situationsDetail-orientedLeadership abilitiesIndependent workProject management