Job Details

Operations Manager

Advantis Credit Union, Portland, OR

Job - Corporate/Business

Close Date: 10/31/2019

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 individuals.
•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 organization.
•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 all parties.
•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 service area.
•Minimum 3 years’ experience in a management or supervisory capacity; well-developed leadership, management, and coaching skills required.
•Demonstrated experience in improving processes and leading a team effectively.
•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 opportunity.

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 home.

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.

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.

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