Supervisor Deposit Operations

Job Description

JOB INFORMATION

Title:

Supervisor Deposit Operations

Officer Title:

Grade:

24

FLSA Classification:

Exempt

Date Last Edited:

7/2/2025

Reports To:

Manager Deposit Operations

Department:

Member Service

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=761

PRIMARY FUNCTION

Responsible for overseeing and coordinating the day to day activities of an operational team.  Ensure operational business needs are achieved and regulatory requirements are met.  Monitor operational business needs to adhere with service level agreements (SLA) and regulatory requirements.  Adhere to budget and makes recommendations for improvement.  Lead daily operational workflow, reports on adherence to key performance indicators (KPIs), and provides feedback to employees about work completion to improve performance.

•

Responsible for tracking and evaluating key performance indicators (KPIs), to support employee development and implements solutions to enhance efficiency for Deposit Operations that includes tasks such as, deposit account servicing, ATM, bank by mail and remote transaction processing, record retention and reporting.

•

Allocate personnel, equipment and other resources effectively to support operational needs such as, task distribution, scheduling, etc.

•

Analyze operational workflows, identifies opportunities for improvements, makes recommendations and executes based on authority or approved changes for optimization.

•

Address operational problems promptly and effectively to minimize disruptions and maintain productivity and a positive member experience.

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Evaluate production to track and trend outputs to communicate effectively with internal business partners to ensure attainment of goals and objectives.

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Maintain superior knowledge of the variety of products, guidelines and services offered and attend meetings and training programs as required by the Credit Union in order to maintain this level of experience and knowledge.

•

Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

•

Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

•

Responsible for regular and predictable attendance including punctuality.

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing.  

X

Associate’s Degree

X

NYS Notary Public license achieved within 12 months of obtaining position

X

Minimum 1 Year

Leadership or Supervisory experience, preferably in a financial institution

X

Minimum 1 Year

Work history Credit Union or financial institution

X

Minimum 1 Year

Knowledge of financial industry rules and regulations relating to deposit accounts

X

•

Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

•

Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations.

•

Ability to understand and accurately apply basic mathematical concepts.

•

Advanced verbal, written and presentation skills.

•

Must be able to successfully manage employees and projects.

•

Must have or acquire a complete understanding of the variety of products and services offered by the Credit Union.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Occasionally

Work extended hours, including evenings, weekends, and holidays as needed

WORK ENVIRONMENT

•

Typically the noise level in the work environment is moderate.

•

May experience occasional job stress in dealing with difficult situations and/or high volume.

•

There are no significant hazardous conditions.

View Competencies

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 1

1. Coaches others regarding professional commitment and assumption of accountability.

2. Demonstrates active listening. Supports constructive resolution of conflicts in a timely manner. 

3. Documents knowledge that can be transferred to other groups. Shares information to gain commitment and understanding in achieving objectives.

4. Promotes collaboration and champions behaviors that inspire cohesiveness and move the organization to reach a vision.

5. Reinforces positive contributions and recommend adjustments for improving outcomes.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 2

1. Creates a positive team environment by celebrating successes and driving excellence.

2. Dedicates required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments.

3. Effectively communicates the connection between culture and the business strategy.

4. Implements effective strategies and activities that promote long term customer loyalty.

5. Inspires and strives for excellence in all aspects of work including setting high performance goals for oneself and others.

Results Driven

Drives critical activities to completion. Meets organizational goals and customer expectations.

Level 1

1. Clearly communicates expectations and what results look like. Uses ongoing communication and feedback to promote team motivation to achieve objectives.

2. Complies with specific policies or practices based on laws or regulations governing these practices.

3. Effectively navigates and utilizes formal and informal communication and decision-making channels.

4. Gives honest, timely feedback, including difficult discussions about taking ownership for one's decisions, actions and results.

5. Identifies barriers to goal achievement and provides necessary tools, resources, and development to overcome obstacles.

Resiliency

Adapts positively to changing environments in order to achieve business results.

Level 1

1. Celebrates incremental success in creating change and assists others in seeing the role they can play in transforming the organization.

2. Leverages intellectual curiosity to remain current and prepare for potential change.

3. Open to change and new information; rapidly adapts to new information, changing conditions, or unexpected obstacles.

4. Perceives, assesses and helps manage the emotions of self and others while simultaneously exhibiting drive and commitment to results.

5. Recovers quickly from setbacks and maintains composure under stress.

Accuracy and Attention to Detail

Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Level 4

1. Supports and communicates the organization's quality management process.

2. Discusses the value and associated costs of formal walkthroughs.

3. Designs techniques for measuring the cost and impact of errors.

4. Evaluates manual and electronic tools and techniques for enhancing accuracy.

5. Coaches others in methods of identifying and correcting errors, oversights and omissions.

6. Monitors the industry for new tools and techniques in assuring accuracy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.