WeStreet Credit Union · 2 months ago
Retail Support Specialist
Tulsa, Oklahoma, United States
Full-time
Onsite
Mid LevelWeStreet Credit Union is seeking a Retail Support Specialist to provide operational support to branch staff and assist in resolving member issues. The role involves leading process documentation, supporting retail communications, and collaborating with various teams to enhance efficiency and reduce risk.
BankingFinancial Services
Responsibilities
Serve as an operational reference to branch staff virtually by providing direction and assistance in resolving member problems and reducing risk
Provide approval and operational guidance to the Care Center teams by participating in the support chat
Be the process owner for transaction approval. Evaluate for ongoing efficiency and reduction of wait times
Serve as the team lead for documenting processes and procedures as well as ongoing system management and maintenance
Compile and distribute weekly retail communications newsletter with a focus on operations, change management, and skill development
Support the production of weekly, monthly, and quarterly reporting compiled and distributed from the retail operations team
Work with retail leadership to create efficiency and reduce risk through process implementation
Provide an elevated level of IRA and Trust guidance support to the Retail team
Support fraud monitoring, guidance, and decision making in collaboration with retail, risk, and payments teams
Provide guidance and support for systems pertaining to operations for Care Center and branch teams
Assist Care Center Managers with quality assurance call reviews
Partner with teams across the Credit Union on different projects and strategic initiatives
Assist Regional Operations Manager with system testing, updates, and maintenance
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives
Perform other duties as assigned and be available to work hours as requested
Qualification
Required
Serve as an operational reference to branch staff virtually by providing direction and assistance in resolving member problems and reducing risk
Provide approval and operational guidance to the Care Center teams by participating in the support chat
Be the process owner for transaction approval. Evaluate for ongoing efficiency and reduction of wait times
Serve as the team lead for documenting processes and procedures as well as ongoing system management and maintenance
Compile and distribute weekly retail communications newsletter with a focus on operations, change management, and skill development
Support the production of weekly, monthly, and quarterly reporting compiled and distributed from the retail operations team
Work with retail leadership to create efficiency and reduce risk through process implementation
Provide an elevated level of IRA and Trust guidance support to the Retail team
Support fraud monitoring, guidance, and decision making in collaboration with retail, risk, and payments teams
Provide guidance and support for systems pertaining to operations for Care Center and branch teams
Assist Care Center Managers with quality assurance call reviews
Partner with teams across the Credit Union on different projects and strategic initiatives
Assist Regional Operations Manager with system testing, updates, and maintenance
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives
Perform other duties as assigned and be available to work hours as requested
Company
WeStreet Credit Union
WeStreet Credit Union provides financial solutions.
Founded in 1943
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lauren Fleenor
Chief Financial Officer
Leslie Runyan, SPHR
SVP/Chief Administrative Officer
Company data provided by crunchbase