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Operations Team Leader

2 months ago

Des Plaines, Illinois, United States PARTNERSHIP FINANCIAL CREDIT UNION Full time
Are you seeking a dynamic and engaging work environment that emphasizes teamwork and continuous learning?

If you have a passion for assisting individuals in reaching their financial aspirations and want to make a positive impact in the community, consider a career with a credit union. Credit unions are dedicated to the principle of "people helping people," making them an excellent workplace where you can find fulfillment and joy in your daily tasks.

At Partnership Financial Credit Union (PFCU), we are currently offering a full-time position that may align perfectly with your skills and interests. If you thrive in a fast-paced atmosphere, possess a strong desire to help others, and enjoy collaborative efforts, this opportunity could be ideal for you.

As an employee of PFCU, you also become a member of our credit union, which means we prioritize your well-being just as much as that of our members. You will have access to all the benefits that come with being part of a credit union.

Position Overview

The Operations Team Leader plays a crucial role in supporting the Operations department while ensuring exceptional member service across all platforms. This individual will assist the Operations Manager and lead both the Electronic Services Coordinator and the Operations Coordinator. The Operations Team Leader will become the Subject Matter Expert in operations, member service, debit, credit, and electronic services, working closely with staff to resolve member inquiries.

By fostering relationships and enhancing the member experience, the Operations Team Leader will provide prompt, efficient, confidential, and accurate service in a friendly and professional manner.

Key Responsibilities

  1. Supervise the Operations team in the absence of the Operations Manager.
  2. Engage with members by delivering prompt, efficient, and accurate service in a courteous manner, adhering to established transaction processing guidelines.
  3. Assist the Operations Manager in handling member escalations.
  4. Collaborate with the Operations Manager to ensure daily review and balancing of the General Ledger accounts.
  5. Support the Operations Manager in monitoring and processing dormant accounts.
  6. Verify that all daily back-office tasks are completed accurately and on time.
  7. Oversee the daily workflow of back-office operations to ensure efficiency and quality member service, working closely with the Operations Coordinator and Electronic Services Coordinator.
  8. Identify opportunities for improving back-office processes through enhanced communication, training, and staffing.
  9. Develop and document standard operating procedures.
  10. Learn to manage all legal processing, including Trusts, Subpoenas, Garnishments, and Levies.
  11. Understand the importance of timeliness and risk management.
  12. Act as a business lead or project manager for departmental and organization-wide initiatives, contributing expertise and ensuring timely completion of tasks.
Qualifications

  • Bachelor's degree or equivalent experience in a related field.
  • A minimum of 5 years of relevant experience in customer service and sales, preferably in a credit union or banking environment.
  • Strong problem-solving, organizational, analytical, and communication skills.
  • Comprehensive understanding of credit union or banking products and services.
  • Results-oriented, self-motivated, and capable of working independently as well as part of a team.
  • Proficient in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
  • Knowledgeable about current trends in credit unions and banking technology.
Additional Information

The Operations Team Leader will primarily perform duties through verbal and written communication, necessitating clarity and precision in conveying complex information. Attention to detail is critical, as accuracy in documentation is essential. The role may involve sitting at a workstation for extended periods, as well as mobility throughout the organization for meetings and member interactions.