Operations Specialist

The Operations Specialist is responsible for supporting operational process improvement, workflow coordination,
project execution, documentation, training initiatives, and operational support across the bank. This role works closely
with the COO and operational departments to improve efficiency, strengthen consistency, support modernization
efforts, and assist with implementation of operational initiatives. This position is designed to provide operational
support across multiple departments and may assist with employee supervision responsibilities, workflow
coordination, operational oversight, and cross-functional support as needed.
Key Responsibilities
• Assist with evaluating and improving operational workflows and procedures
• Support operational projects, process improvements, and implementation initiatives
• Create and maintain operational procedures, documentation, and training materials
• Assist with onboarding, training, and cross-training initiatives
• Support operational system setup, maintenance, troubleshooting, and issue resolution
• Assist with product setup, maintenance, and operational servicing functions
• Coordinate with vendors, core providers, and internal departments as needed
• Support operational quality control and compliance readiness efforts
• Assist with employee supervision, workflow coordination, and departmental operational support as assigned
• Provide operational support across departments based on organizational needs

Qualifications
Preferred Experience:
• Minimum 5 years of banking operations experience preferred
• Experience with deposit operations, retail operations, loan operations, digital banking, or operational support
functions
• Prior project coordination or workflow improvement experience preferred
• Previous employee supervision, team leadership, or workflow coordination experience preferred
• Experience working with core banking systems and operational platforms preferred
Skills & Abilities
• Strong organizational and time management skills
• Excellent communication and documentation abilities
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities and projects simultaneously
• Ability to identify workflow inefficiencies and recommend practical solutions
• Strong attention to detail and operational accuracy
• Ability to work collaboratively across departments