AVP, Deposit Operations & Servicing

Corporate Opportunities Folsom, California


Description

Salary Range: $119,200.00 - $148,950.00
Exact compensation may vary based on skill, experience and location.


Why SAFE?
SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
  • Professional Development Opportunities: Offering training programs, workshops, and mentorship.
  • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
  • Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
  • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
  • Career Growth: Clear paths for career advancement and internal promotions.
  • Work-Life Balance: Encouraging a healthy balance between professional and personal life.
  • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
  • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.  
  • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
  • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
  • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.

POSITION PURPOSE 
The AVP Deposit Operations & Servicing is responsible for deposit operations and centralized member servicing at SAFE including complex account origination and servicing, legal requests, levy/garnishment processing, decedent account servicing, and tax reporting. This senior leadership role contributes to the development and execution of the broader enterprise-wide Member Servicing and Operations (MSO) strategy ensuring alignment with the business strategy and the delivery of capabilities required to achieve business growth and success. 
  
ESSENTIAL FUNCTIONS AND BASIC DUTIES 
  
Leadership and Oversight  
  • Oversee all senior management aspects of the Deposit Operations and Member Servicing Teams 
  • Maintain service levels and performance standards and manage all aspects of operational workflows to achieve SAFE’s mission 
  • Drive outcomes with a sense of urgency and accountability; initiate standards, practices, and procedures that have a significant impact on the organization 
  • Act as a trusted advisor, communicate, build, and maintain relationships with other business leaders, executives, and stakeholders to develop a clear understanding of business needs, align the member experience across all channels, and respond with agility to changing business priorities 
  • Collaborate with HR and the MSO senior leadership to identify, hire, develop and retain a high performing and diverse teams, with the appropriate mix of business knowledge, technical skills, and competencies 
  • Responsible for internal accounting controls relating to reconciliations and settlements of various payment and operational channels and for keeping executive management apprised of any weakness relating to internal controls or accounting processes. 
  • Provide oversight for strategic vendor and partner relationships; review and negotiate vendor contracts; monitor and manage internal and third-party technology and service/support level agreements 
  • Role model leadership behavior aligned with SAFE’s purpose and values 
  
  
  Strategic Development and Process Optimization  
  • In close collaboration with technical resources, transform business operations with simplified processes to enable delivery to members/employees with digitized experiences and intelligent process automation 
  • Oversee user experience development and deployment opportunities across all centralized servicing and operational channels  
    Collaborate with MSO Senior Leadership on the continuous planning of the multi-year, comprehensive MSO strategy.  
  • Collaborate with MSO Senior Leadership to contribute to annual business plan development including monitoring and managing key objectives and goals 
  • Develop and control the annual operating and capital expenditure budget for assigned teams to ensure it is consistent with overall strategic objectives and within the committed plan 
  • Demonstrate strong critical thinking, especially navigating between strategic planning and tactical execution 
  
  
Business Analysis / Intelligence  
  • Develop, monitor, and report applicable key performance/risk indicators (KPI/KRI) to track employee satisfaction, payment channel metrics, operational efficiency, service delivery, operational risks, and project/initiative results 
  • Develop business case justifications and cost/benefit analyses for MSO spending and initiatives 
  • Stay aware of trends in the member servicing/complex account originations space, as well as what Fintech is doing to the industry, ensuring SAFE is positioned to establish and maintain a competitive advantage in these areas. 
  
  
Audit and Compliance  
  • Oversee planning, organizing, and controlling the day-to-day operations of Deposit Operations and Member Servicing activities ensuring compliance with all federal and state regulations and Credit Union policies 
  • Complete other duties as assigned 
  
SUPERVISORY RESPONSIBILITIES  
Directly supervises Deposit Operations Manager and Member Servicing Manager and oversees the entire Deposit Operations and Member Servicing Teams. Carries out management responsibilities in accordance with SAFE Credit Union’s policies and applicable State and Federal laws; responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. 
                   
QUALIFICATIONS 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
  
Education/Experience:  
Bachelor’s degree and eight (8) years of related experience; or ten (10) plus years of related experience.  
  
Other Skills/Abilities: 
  • Must have experience developing and presenting at the Executive/Board-level 
  • Must have excellent planning, interpersonal, and problem-solving skills 
  • Must have demonstrated ability to motivate people and find common ground to achieve objectives 
  • Must be organized and capable of managing multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment 
  • Must be able to execute work to goals and end dates, and demonstrates a sense of urgency around problems 
  • Must be customer service oriented to provide the highest level of customer satisfaction 
  • Must have good relationship management skills 
  • Must be self-motivated to constantly hone knowledge and skills  
  • Must have excellent written and verbal communication skills 
  • Must have ability to read, write, and interpret detailed technical operating procedures 
  • Must demonstrate good judgment skills in escalating abnormal issues to MSO senior leadership 
  
  
WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY 
  
LANGUAGE SKILLS 
  • Excellent communication skills (verbal, written, listening skills, and empathy). 
  • Expert ability to build relationships with other leaders, business partners, and stakeholders. 
  
MATHEMATICAL SKILLS AND REASONING ABILITY 
  • Ability to interpret a variety of instructions furnished in written, oral, or schedule form. 
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 
  
PHYSICAL DEMANDS AND WORK ENVIRONMENT 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.   
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.  
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.  
  • The employee must occasionally lift and/or move up to 10 pounds.  
  • Specific vision abilities required by this job include close vision. 
  • The noise level in the work environment is usually moderate. 
  
  
  
INTENT AND FUNCTION OF JOB DESCRIPTIONS 
  
This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditionsAll descriptions have been reviewed to ensure that only essential functions and basic duties have been includedPeripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. 
  
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individualsHowever, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. 
  
Job descriptions are not intended as and do not create employment contractsThe organization maintains its status as an at-will employerEmployees can be terminated for any reason not prohibited by law.