Business Operations Specialist

Job Description

JOB INFORMATION

Title:

Business Operations Specialist

Officer Title:

Grade:

25

FLSA Classification:

Exempt

Date Last Edited:

6/24/2025

Reports To:

Department:

Member Service

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1130

PRIMARY FUNCTION

Serve as an individual contributor focused on managing non-member-facing activities.  Support work of the respective teams to allow for teams to focus on processing member transactions.  Support projects designed to improve processes and implements solutions to streamline operations and reduce cost.  Blend of problem-solving and collaboration with different departments in support of attaining organizational strategic initiatives.

•

Act as key resource, collaborating with team and business partners to support of organizationally approved projects within the respective team.

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Represent team on a wide variety of enterprise projects related to process improvements, recurring testing, system updates, strategic initiatives, etc.

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Serve as Knowledge Center author; create and maintain timely updates to documentation of processes and procedures to support operational needs. 

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Gather data and documentation for audit requests; provide to manager for review and submission.

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Develop and implement solutions within authority or with approval to improve processes, systems, and workflows.

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Identify and make recommendations for adjustments that will benefit member experience or financial soundness.

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Provide timely updates to Director / Manager Clearly communicate findings, recommendations and progress.

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Support reporting needs of the teams, as directed.

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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.

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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.

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Responsible for regular and predictable attendance including punctuality.

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate.

X

Associate’s Degree

X

Minimum 3 Years

Knowledge of financial industry rules and regulations relating to respective business unit

X

Minimum 1 Year

Work history Credit Union or financial institution

X

Knowledge of project management or process improvement and data analysis.

X

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

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

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Ability to understand and accurately apply basic mathematical concepts.

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Advanced verbal, written and presentation skills.

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Must be able to successfully manage projects.

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Must have 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

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Service Excellence

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

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.

2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.

3. Integrates core values into the way work is done and how relationships are conducted.

4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.

5. Tailors communications based on others’ needs, motivations and agendas.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.

2. Adjusts to new or changing assignments, processes, and people.

3. Demonstrates ability to successfully manage multiple tasks and priorities.

4. Demonstrates willingness to listen to other opinions.

5. Identifies and considers alternative approaches to situations or problems.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.

2. Helps others drive tasks to completion as appropriate.

3. Holds self and others accountable for delivering on all commitments.

4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.

5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.

6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Managing Multiple Priorities

Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Level 2

1. Performs at least 2-3 concurrent activities without reducing productivity.

2. Completes current work according to assigned priorities.

3. Recognizes changing demands and priorities; validates changes with management.

4. Responds to day-to-day operational priorities while still making progress on project work.

5. Obtains information about how current assignments contribute to organizational goals.

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 3

1. Processes large quantities of detailed information with high levels of accuracy.

2. Productively balances speed and accuracy.

3. Implements a variety of cross-checking approaches and mechanisms.

4. Evaluates and makes contributions to best practices.

5. Demonstrates expertise in quality assurance tools, techniques, and standards.

6. Employs techniques for motivating personnel to meet or exceed accuracy goals.

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.