Consumer Operations Manager
1 month ago
Heartland Credit Union is seeking a highly skilled Consumer Operations Manager to lead our consumer deposit services, document management, and loan processing functions. As a key member of our team, you will provide strategic leadership and drive business growth while ensuring exceptional member service.
Key Responsibilities:
- Develop and implement short- and long-term objectives, goals, and strategies in collaboration with senior management.
- Oversee the retrieval, review, and processing of IRA/HSA documents and reports from staff and vendors.
- Manage the paper document retention program, prepare and file documents, and maintain a secure vault area.
- Conduct performance appraisals, provide coaching, and track individual progress.
- Provide training and information on IRA/HSA, wire requests, scanning/indexing, and loan processing requirements to staff and members.
- Assist in researching and resolving department errors and discrepancies.
- Ensure members and lending staff are informed of loan document issues and resolve them promptly.
- Attend meetings and training sessions as required.
- Provide superior service to members and proactively support HCU's brand platform.
Requirements:
- Two-year college degree in business, finance, or a related field, or equivalent experience.
- Thorough knowledge of account, loan, and general deposit services operations and procedures, and security requirements.
- Understanding of credit union operations, including opening and closing accounts, loans, shares, IRAs, HSAs, and certificate procedures.
- Knowledge of basic accounting and excellent communication skills.
- Three to five years of progressive experience in operations positions.
- Strong customer service skills and ability to understand, interpret, and enforce policies and procedures.
- Professional appearance, dress, and attitude.
- Solid math skills and ability to operate related computer software and business equipment.
Benefits:
- BCBS Health and Dental Insurance; Paid Life & LTD Insurance; 401(k) Plan; Paid Vacation and Holidays; Wellness Program; Small friendly work environment; Opportunity for advancement.
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