Company: Advantis Credit Union
Posted on: September 14, 2019
We have an excellent opportunity for an Operations Manager .
We're Passionate Advocates. We love what we do.
At Advantis, we're passionate advocates for our members' financial
success. Our tagline "With us you can!" reflects our passion for
helping our members succeed - and we are just as committed to
helping our employees succeed. You'll find opportunities for
personal growth, meaningful work, and proud recognition of
accomplishments. We work with passion and purpose, and empower our
employees to do the right thing.
If you want to work for a values-driven organization that believes
that a great member experience starts with a great employee
experience, you'll love working at Advantis.
Our vision - to be the best financial institution our members can
chose and the best place our employees have ever worked. That means
you get a different kind of career experience. The Advantis
experience includes opportunities for personal growth, meaningful
work, and proud recognition of accomplishments.
The Operations Manager is responsible for the day-to-day operations
of the Operations Support Department, providing administration and
support for special accounts (business, IRA, HSA, Trusts) and
deceased member accounts and serves as a resource for complex
member account situations. The department provides administration
and support for the account opening, CRM, and forms management
platforms. The Operations Manager ensures timely and effective
support for members and the Retail Branch Network, Member Solutions
(contact) Center and ensures the service goals of the department
are met. The role assists with development and maintenance of
retail processes, procedures and policies and ensures that
processes support optimal performance and exceptional service. This
position assist with the interpretation and implementation of
compliance and regulatory changes for retail channels and oversees
the departments' quality assurance functions.
Responsibilities of this role include:
- Provides leadership for the Operations Support team. Clearly
and effectively communicates individual roles, responsibilities,
and authorities. Develops a team of motivated, results-oriented
- Manages the department's personnel administration activities
including scheduling, work assignments, coaching documentation,
performance evaluation, and compensation within established
guidelines and policies.
- Oversees the system functionality of the Account Opening and
CRM platforms, ensuring efficient work flow and a great user
experience. Reviews systems tools and enhancements and makes
recommendations for implementation
- Assists with the development, documentation, and maintenance of
processes, procedures and policies.
- Ensures policies, procedures, and related job aids are accurate
and published with the appropriate controls.
- Partners with department leaders to ensure that Retail policies
and procedures are being followed consistently throughout the
- Assists with the interpretation and implementation of
compliance and regulatory changes for retail channels.
- Oversees the department complaint resolution process, handles
escalations, and works to resolve complaints to the satisfaction of
- Serves as primary internal resource for questions and
clarification on operational policies and procedures.
- Acts as a liaison with other internal teams to assist in the
resolution of operational or systems related issues.
- Reviews processes and makes recommendations for process
improvements. Ensures that processes are efficient and support
optimal performance and exceptional service.
- Assists with testing and process review related to changes in
procedures, systems, services and products used by the Retail
Branch Network and the Member Solutions (contact) Center.
- Bachelor's degree in related field or equivalent combination of
education and relevant experience is required.
- Minimum 7 years' previous financial institution operations
experience, preferably in a back-office operations team or member
- Minimum 3 years' experience in a management or supervisory
capacity; well-developed leadership, management, and coaching
- Demonstrated experience in improving processes and leading a
- Education or certifications in process improvement or
compliance are preferred.
A Great Place to Work!
At Advantis, we help our members succeed financially. We serve our
members with a purpose and a passion, and our talented team
delivers uncommon value with every interaction. We inspire fresh
ideas, bold creativity, and outside-the-box ingenuity by asking,
"How can we do banking differently?" We celebrate individual
achievement and excellence with proud recognition and upward
We work together in a spirit of "together we can" teamwork, mutual
respect, and a unified effort to reach common goals. We work hard
but we get to do it in an atmosphere that's upbeat and fun. We live
our passionate community commitment to strengthen, educate, and
elevate the prosperity of the communities we're proud to call
If you like to work with passion and purpose, collaborate, elevate,
and celebrate, Advantis Credit Union is the place for you. Advantis
is one of Oregon's largest member-owned financial cooperatives,
serving the Portland areas for over 90 years.
To learn more about Advantis, please click here.
Advantis Credit Union is an Equal Opportunity Employer. All
qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin, age,
sexual orientation, gender identity, gender expression, veteran
status, or disability.
Keywords: Advantis Credit Union, Portland , Operations Manager, Executive , Portland, Oregon
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