Retail Operations Specialist
Hybrid · Boston, Massachusetts, United States or Cambridge, Massachusetts, United States
Job Summary
Retail Operations Specialist responsible for driving operational consistency across Harvard FCU branches, conducting planned and surprise branch audits, coaching branch staff, developing training materials, and partnering with Compliance, Operations, Training, IT, and other teams to implement new processes. Key activities include identifying operational gaps and risks, documenting findings, tracking corrective actions, ensuring adherence to policies, validating incentive reporting, and supporting cross-department projects to enhance retail operations. Strong emphasis on coaching staff, data validation, process documentation, and proactive communication to reinforce operational standards; requires ability to travel between Boston, Cambridge, and Somerville locations and work in a hybrid onsite/remote schedule.
Required Qualifications
- 3+ years of experience in retail banking or credit union branch operations
- High School Diploma or Equivalent
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.