Retail Operations Specialist (Part-time)

POSITION SUMMARY:

The primary purpose of this position is to enhance our operational capabilities through data analysis, compliance monitoring, and cross-department collaboration. The ideal candidate will be highly organized, tech-savvy, and skilled at transforming complex data into actionable insights.

ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:

• Collect, analyze, and interpret data to support business decisions and strategic planning.
• Develop and maintain reporting dashboards to monitor performance metrics.
• Ensure compliance with regulatory standards, assist in audit preparation and process improvements.
• Collaborate with key business units including Lending, Compliance, Marketing, and Member Experience to drive process efficiency.
• Support high-level administrative functions such as project tracking, documentation, and executive reporting.
• Leverage advanced Microsoft Excel skills for Pivot Tables, VLOOKUP, Macros, and data visualization.
• Manage SharePoint sites and assist with information sharing across departments.
• Perform other duties as assigned.

QUALIFICATIONS AND REQUIREMENTS:

Required Education: High school diploma or equivalent.

Preferred Education: College degree or equivalent, in business, project management, or related field.

Required Experience: Strong experience with data analysis, including building and interpreting Pivot Tables and charts.

Preferred Experience: Experience in a financial institution, preferably in a credit union environment. Background in operations, data analysis, or compliance reporting. Familiarity with project management and process improvement methodologies

Required Knowledge: Advanced proficiency in Microsoft Suite (Excel, SharePoint, PowerPoint, Word). 

Skills and Abilities:

• Ability to adhere to BayPort Credit Union’s Core Values:  Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.

• Excellent attention to detail and organizational skills.
• Demonstrated ability to solve problems and conduct effective research.
• Exceptional written and verbal communication skills, capable of delivering executive-level insights.
• Ability to prioritize tasks, manage multiple projects, and meet deadlines.

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.