Retail Operations Specialist

Amplify Federal Credit Union Austin , TX 78719

Posted 2 months ago


The Retail Operations Specialist is responsible for providing regular oversight of all the operational functions performed by Retail in order to decrease errors, improve efficiency, and ensure compliance with all Retail operational procedures. The Specialist acts as a resolution resource for Retail team members as well as a Retail liaison for the Credit Union.

Other responsibilities include: audit and compliance training of branch staff; writing reports that detail branch audit findings for the Retail Leadership Team; and recommending best practices to improve operational and branch audit efficiencies. This position requires the ability to communicate sensitive information to senior levels of management in both written and verbal form.


Conducts surprise audits of the Retail operations functions and reports, including daily work such as monetary withdrawals/transfers/deposits, check hold procedure, account maintenance and account opening items and provides regular feedback to the Retail Leadership Team on branch quality and risk measures

Identifies areas of inefficiency within Retail operations and recommends changes to improve productivity and cost savings

Regularly informs back office support departments, Retail team members and Training & Development of any changes in retail processes; may attend centralized training classes on all Retail topic areas and ensures changes are implemented and/or updated in centralized training materials

Responsible for the oversight and reporting of specific General Ledgers and the generation of required reports for Retail; may travel to branches and aid branch management with the following: General Ledger reconciliation, research and resolution of cash differences and miscellaneous losses

With a solid working knowledge of Credit Union procedures, products and services, acts as a resource for Retail staff; uses good judgment to make effective and accurate decisions; provides overrides and approvals for various transactions and provides exceptional member service by responding to inquiries in a timely manner

Analyzes reports for all Retail and provides notification of potential trends and error patterns across Retail staff; provides employee-specific error notifications to the Retail Leadership team; creates and implements measures to address identified trends and patterns

Responsible for the oversight of Medallion Signature Guarantee and Notary programs; keeps track of authorized signers, provides training as needed and assists branch management and Retail staff with audit, document review and approvals

Interacts with BSA Monitor and Fraud Support to determine any areas of non-compliance with policies and regulations in Retail and notifies the Retail Operations Manager; reports all suspicious activity to the BSA Officer and Retail Leadership team

Identifies Credit Union wide communications which are critical to providing superior member service and sends reminders to Retail management; records and tracks critical communications to aide in Retail staff accountability

Serves as the primary contact point for IT issues related to branch equipment; partners with the Project Management team and Information Technology department to test new product roll outs and system upgrades that impact Retail; provides training when needed and ensures that branch operations are not negatively affected

Assists members when necessary and provides excellent member service while promoting Amplify Credit Union

Provides feedback regarding branch operational performance that may be reflected in the reviews of both Assistant and Branch Managers

Job Requirements


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or GED required, plus at least three years of qualified experience in banking/credit union branch operations. College degree in a related area preferred. Must pass annual BSA/AML training at 80% or better.

Certificates, Licenses, Registrations

Must be bondable.

Software & Equipment Requirements

To perform this job successfully, an individual must have knowledge and be proficient in the use of a personal computer; MS Office software, especially Excel; 10-key calculator and telephone. Prior experience with the following applications preferred but not necessary: Fiserv DNA; Easy Online; Onbase Imaging Systems.

Other Qualifications

The person in this position must have or be able to rapidly attain working knowledge of BSA requirements, the credit union's products and services, policies, Federal Credit Union Act including bylaws and regulations that apply to state chartered credit unions, Standard Operating Procedures and state and federal NCUA regulations.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All employees must follow safety and security rules and regulations.

While performing the duties of this job, the employee is regularly required to: remain in a stationary position seated at a desk; move about the office to access file cabinets, office machinery, etc.; operate a computer and other office productivity machinery such as a calculator, phone, etc.; communicate effectively with team members in various departments in oral and written formats; inspect and analyze data to identify trends and areas of non-compliance; operate a motorized vehicle to travel between branches.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All employees must follow safety and security rules and regulations.

The noise level in the work environment is usually moderate. This position generally has indirect exposure to possible robbery, but may have direct exposure when in branches. This position has limited exposure to outside weather conditions when traveling between branches.


This position is located in our Pond Springs branch in North Austin. Click here to view the location.

Starting Pay

Starting pay for this position is $17.15/hour and up, depending on experience.


Amplify offers employees many benefits, including: medical/dental/vision insurance, flexible spending accounts for medical and dependent care, company-provided life and disability insurance, 401(k) plan with matching contributions, fully funded pension plan, profit sharing, paid time off, paid time off to volunteer in the community, paid holidays, discounted gym membership, tuition reimbursement, and a friendly, open work environment. To learn more about our benefits, click here.

Team Member Testimonials

Click here to read about some of your potential coworkers and why they enjoy working at Amplify.

Want to learn more? Check out these videos:

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Equal Employment Opportunity

AMPLIFY is committed to providing equal employment opportunities (EEO) to all applicants without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

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Retail Operations Specialist

Amplify Federal Credit Union