Operations Manager

Resource One Credit Union

Date: Sep 23, 2022
City: Dallas, TX
Salary: $70,000 - $75,000 / year
Contract type: Full time
Resource One Credit Union

Resource One Credit Union


Position Title: Operations Manager Department: Operations


Position Reports To: Chief Financial Officer (CFO)

Positions Supervised: Operations Analyst, Operations Support Reps, ACH Coordinator, and IRA Specialist


Plans and manages the daily processing activities for assigned Operations unit(s) - eTransactions, Deposit Services, or Operations Support. Oversees critical credit union functions such as ACH, wire, payroll processing, IRA, and regulatory functions to ensure unit is providing quality member service within required deadlines. Maintains compliance to NACHA or IRS guidelines and other associated regulations. Ensures compliance with corporate policies and procedures.

Provides short-term planning and as needed coordinates activities with other functional areas such as Retail Delivery, Training or Lending. Ensures that the operational area managed is adequately staffed and trained. Monitors and measures departmental activity to ensure service level standards and unit metrics are met. Reviews and recommends new methods and procedures to make daily operations in the area as efficient as possible so that we are empowering our members to improve their financial well-being and live better. Ensures budgetary controls of expenses of functional area.


1. Assumes responsibility for the development and implementation of effective Operations Department policies, procedures, and planning.

a. Responsible for monitoring and coaching of assigned staff.

b. To provide managerial and technical support to non-member facing operations of the Credit Union.

c. Responsible for identifying areas of performance improvement in assigned staff and provides recommendations to the CFO.

d. Demonstrates strong knowledge of all deposit and lending products. Is knowledgeable about federal regulations governing the member service and teller functions.

e. Promotes a favorable image of the credit union and projects a professional cooperative attitude. Also, supports organizational values and objectives.

f. Assists members when the need is apparent or assigned.

g. To develop and recommend policies, procedures, programs and services in the Electronic Transactions, Record Retention, departments of the Credit Union. To modify, correct, or revise existing procedures and programs so as to adapt departments to internal and external environmental changes.

h. Coordinate changes and processes associated with vendors who provide the Credit Union services.

i. Review internal audit recommendations and follow up on corrective actions to avoid future concerns.

j. Responsible for ongoing and any core and ancillary systems testing and corresponding new release implementation.

k. Stays current with industry trends under the non-member facing operations umbrella.

2. Effectively supervises Department staff, ensuring optimal performance.

a. Provides leadership to Department personnel through effective objective setting, delegation, and communication. Conducts staff meetings as required and informs personnel of policy and procedural changes. Discusses areas needing improvement and encourages employee suggestions and ideas.

b. Ensures that personnel are well trained, effective, and optimally used. Identifies training needs and develops appropriate training programs. Conducts training sessions and cross-trains as appropriate.

c. Ensures that staffing levels are adequate. Interviews, hires, and assigns personnel.

d. Conducts performance appraisals as required. Establishes goals with each employee. Formulates and implements corrective actions as needed. Completes salary reviews.

e. Assists and supports personnel as needed.

3. Assumes responsibility for ensuring that professional business relations exist with members, vendors, and trade professionals.

a. Represents the Credit Union in contacts with business and trade professionals.

b. Ensures that requests, questions, and problems are courteously and professionally resolved.

c. Ensures that the Credit Union\'s reputation is maintained both internally and externally.

4. Assumes responsibility for establishing and maintaining effective communication and coordination with Credit Union personnel and with management.

a. Assists and supports branches and departments as needed.

b. Keeps CFO informed of area activities and of any significant problems.

c. Completes reports, records, and other documentation as required. Prepares a comprehensive monthly report on Department activities.

d. Attends and participates in meetings and committees as required.

7. Assumes responsibility for related duties as required or assigned.

a. Ensures that work area is clean, secure, and well maintained.

b. Completes other duties as assigned, including cross training in current or other departments.


1. Department functions are effectively and efficiently completed in accordance with established Credit Union policies, procedures, standards, and related program and legal requirements.

2. Productivity and quality goals and deadlines are met and work is of high quality. Suggestions for improved service delivery are developed and implemented.

3. Department policies and procedures are regularly reviewed and modified as needed. Appropriate Departmental and employee goals are formulated.

4. Accounts, records, and documents are complete and accurate.

5. Department personnel are well trained, effective, efficiently utilized, and well supervised. Assistance is provided as needed.

6. Professional business relations exist with members and external trade contacts. Questions and problems are promptly and courteously resolved. Assistance is provided as needed.

7. Effective working relations and coordination exist with related departments and branch personnel. Support is provided as required.

8. Credit Union facilities are clean, well maintained, and in good repair. Facilities meet Credit Union needs and are improved or remodeled as needed.

9. Vendor/supplier sources are effectively researched. Low cost, quality, and reliable sources are developed. Alternate sources are maintained. Good working relations exist with vendors, suppliers, and trade professionals. Inventory levels are appropriate, controlled, and accurately recorded.

10. Purchasing functions are conducted in accordance with established policies and procedures. Related documentation is complete and timely.

11. Management is appropriately informed of area activities and of any significant concerns.


Education/Certification: Bachelor\'s degree (B.S.) from a four-year college or university; and five to ten years financial institutional experience; or equivalent combination of education and experience.

Required Knowledge: Operational understanding of all Department functions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Experience Required: Five to ten years of similar or related experience.

Supervisory experience required.

Skills/Abilities: Strong leadership and supervisory skills.

Well organized.

Solid communication abilities.

Able to manage projects and meet deadlines.

PC, 10-key, telephone, and all related business machines.

Ability to operate a drill, saw, snowplow, salt/sand spreader truck, in additional to various tools.


Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)


NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).


Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Mathematics Ability: Ability to perform basic math skills and to use decimals to compute ratios and percents, and to draw and interpret graphs.

Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, adjectives, and adverbs. Ability to communicate in complex sentences; using normal word order with present and past tenses; and using a good vocabulary.


Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

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