Bachelor's Degree in Business Administration, Finance, or Operations Management preferred.
5+ years of progressive experience in records management or operational servicing.
Minimum 2 years in supervisory or leadership roles with proven team development success.
Strong understanding of compliance and regulatory requirements.
Responsibilities
Lead and oversee daily operations of records management and fulfillment.
Manage document imaging tasks, ensuring compliance and operational efficiency.
Conduct performance management and workforce planning activities.
Foster a collaborative and high-performing team environment.
Communicate operational updates and maintain interdepartmental relationships.
Ensure compliance with records retention and information security standards.
Administer staffing, scheduling, and performance management activities.
Benefits
Market-competitive compensation package.
Work-life balance and well-being programs.
Career development and growth opportunities.
Recognition and rewards programs.
Commitment to Diversity, Equity, and Inclusion.
Full Job Description
Job Title:Supervisor - Records and Records Fulfillment Status:Exempt Reports to: Sr Manager - Operations - Deposit Servicing Department: Deposit Account Servicing Job Code: 12094 Pay Range: $93,700.00 - $96,000.00 Annually Location:
WHAT YOU'LL DO:
Records Management and Fulfillment Operations: Lead and oversee daily records management and fulfillment operations to ensure service excellence, operational efficiency, and compliance with established procedures. Manage document imaging activities, including documentation preparation, scanning, indexing, quality assurance, storage, retrieval, and administration within the Enterprise Content Management (ECM) system. Ensure records are maintained and retained in accordance with approved retention schedules, regulatory requirements, information security standards, and organizational policies. Oversee fulfillment requests including account maintenance, account modifications, account closures, cashier's check requests, disclosure fulfillment, and related operational servicing activities. Monitor service-level agreements, productivity targets, processing volumes, turnaround times, and quality standards. Analyze workflow trends and operational metrics and implement corrective actions and process improvements to enhance efficiency and service delivery. Partner with business units and support departments to ensure operational needs are met and process objectives are achieved.
Leadership, Workforce Development, and Strategic Planning: Lead, coach, develop, and motivate employees through effective performance management, feedback, recognition, and career development. Establish team goals, priorities, and performance expectations aligned with departmental and organizational objectives. Conduct workforce planning activities to ensure appropriate staffing levels and operational readiness. Foster a collaborative, inclusive, and high-performing work environment focused on accountability, teamwork, and continuous improvement. Support strategic initiatives, digital transformation efforts, and operational projects that improve operational effectiveness and the employee and member experience.
Communication and Collaboration: Communicate operational updates, service-level results, performance expectations, and process changes effectively with employees, management, and business partners. Build and maintain productive relationships across departments to support seamless operational execution and issue resolution. Promote Golden 1's Mission, Vision, Values, and leadership expectations. Ensure employees have appropriate tools, training, and resources to perform their responsibilities successfully.
Risk, Compliance, and Operational Controls: Ensure compliance with records retention requirements, privacy laws, information security standards, internal policies, and applicable regulatory requirements. Establish and maintain controls that mitigate operational risk and support audit, legal, and regulatory obligations. Monitor operational activities to identify risks, ensure adherence to procedures, and maintain operational integrity. Support and participate in audits, examinations, quality reviews, and control testing activities as required.
Administration: Manage staffing, scheduling, payroll review and approval, attendance monitoring, performance management, and employee relations activities. Ensure staffing resources are aligned with business needs and service expectations. Administer department processes and reporting activities in accordance with established policies and procedures.
QUALIFICIATIONS AND PREFERENCES:
H.S. Diploma or General Education Degree (GED) required
Bachelor's Degree Business Administration, Finance, Operations Management preferred
5+ years Progressive experience in records management, operational servicing, document imaging, financial services, or a related field. Minimum two years of supervisory or leadership experience with demonstrated success developing employees and leading teams required
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=3335
DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS: The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union's discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.
