RETAIL OPERATIONS ASSOC

Duties/Responsibilities:

Assist with the administrative tasks of the Retail Operations Departmental Functions, with duties including but not limited to: o Daily reconciliation of CD/IRA Clearing Account & CD Transaction Reporting o Daily review of Non-Generated Change of Address Notifications o Daily review of Time Deposit Variance Report o Daily review of NSF Paid Items o Handle any other task associated with the daily review of any reports for the Retail Operations Department. Assist with documentation quality assurance standards with duties including, but not limited to: o Review of all new and revised DDA, SAV, and MMDA account documentation, including additional resource information as it pertains to the account type and ownership. o Review of all new and revised Time Deposit and Individual Retirement Account documentation, including additional resource information as it pertains to the account type and ownership. o Review of all Time Deposit and Individual Retirement Account transaction documentation. o Periodic reporting of any missing account documentation or resource information. o Handle any other task associated with the review of account documentation or reports for the Retail Operations Department. Assist with keeping all department procedures related to Retail Operations updated and current. Assist with the administration of the Training Department, including duties including but not limited to: o Prepare training materials and training environment as needed for training sessions; o Preparing agendas for training sessions; o Assist with tracking training completion and informing supervisors, Retail Team, and management with relevant information about trainees; o Maintain department training calendar and scheduling to coordinate workflow and training sessions; o Maintain a neat, orderly, and efficient Training and Development Department record system at all times; Maintain employee training records File and retrieve documents, records, and reports o Handle any other task associated with the administration, organizing, and scheduling of the Training Department. Provide support to the Training Department with duties including, but not limited to: o Ensuring training materials are relevant to the current policies and procedures; o Create and modify documents such as letters, procedures, presentations, and other training materials; o Perform general clerical duties to include, but not limited to, record keeping, data entry, and other organizational support; o Maintain Training Department supplies and needed materials; o Support members of the Training Department in assigned projects, as needed. Conduct training of the needed curricula with duties including but not limited to: o Conducting training for new Tellers, CSRs, and Call Center employees; o Preparing trainees for upcoming sessions, including but not limited to schedules, location, objectives, and expected outcomes. o Provide information needed for responses regarding trainee's participation; o Collecting feedback information; o Assisting with training follow-ups and remedial training as needed; o Additional duties as assigned.

Expected functions of the position:

o Complete all training by the assigned deadlines. o Inform management of potential issues. o Regular and predictable attendance. Perform other related duties as assigned.