What are the responsibilities and job description for the Operations Coordinator position at Together Credit Union?
Job Title: Operations Coordinator
Reports To : Vice President, Operations
Positions Supervised : None
FLSA Status : Non-Exempt
Job Summary:
The Operations Coordinator supports the operations leadership team by coordinating departmental processes, organizing information, and ensuring smooth day-to-day operations. This role manages timelines, prepares materials, maintains documentation, and supports communication across teams to help initiatives move forward. The Operations Coordinator plays a key part in keeping work organized, ensuring follow-through, and maintaining efficient administrative and operational support for the department.
Job Responsibilities
Operational Coordination & Support
- Coordinates operational workflows, timelines, and recurring processes to support departmental goals.
- Tracks project milestones, meeting action items, and follow-up tasks to maintain visibility into progress and ensure timely completion.
- Manages calendars, travel arrangements, department logistics, and expense processing to support effective coordination of departmental activities.
- Assists with routine operational tasks such as intake routing, form preparation, and organizing information needed for reviews or decisions.
Information Management & Documentation
- Prepares and organizes department materials, including reports, presentations, summaries, and reference documents.
- Maintains department records, templates, trackers, and documentation to support process consistency and audit readiness.
- Ensures documents, files, and shared resources are accurate, updated, and easy for stakeholders to access.
- Handles sensitive information with professionalism, discretion, and sound judgment.
Meetings, Communication & Follow-Through
- Schedules and coordinates departmental meetings, conference calls, and events, including preparing agendas, assembling materials, and documenting notes.
- Monitors and communicates follow-up tasks to keep work moving forward and ensure alignment across stakeholders.
- Drafts or proofreads internal communications, updates, and summaries to support consistent and timely information flow.
- Partners with cross-functional teams to collect information and consolidate updates for departmental reporting.
Departmental Operations & Logistics
- Supports logistics for department-wide activities such as trainings, compliance reviews, or operational updates.
- Coordinates supplies, resources, and technology needs to ensure the department operates effectively.
- Identifies opportunities to streamline administrative processes and contributes to updating or improving departmental procedures.
Required Qualifications
An equivalent combination of education, training, and experience will be considered.
- High school diploma or equivalent
- 2 years of administrative, coordination, or office support experience, preferably supporting multiple leaders or departments
Preferred Qualifications
- Associate’s or Bachelor’s degree in business administration, communications, or a related field—or equivalent experience
- Experience in a financial institution or highly regulated industry
Knowledge, Skills, and Abilities (KSA’s)
A representation of the knowledge, skills, and abilities necessary to perform this job competently.
- Skilled in organizing information, managing multiple priorities, and maintaining accuracy and attention to detail
- Skilled in preparing clear, professional documents, reports, and presentations
- Skilled in using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and digital collaboration tools
- Strong written and verbal communication skills to support clear information flow
- Ability to track timelines, follow up on action items, and keep work moving forward
- Ability to maintain confidentiality and use sound judgment when handling sensitive information
- Ability to build positive relationships and work collaboratively across teams
- Ability to adapt to shifting priorities in a dynamic environment
Work Environment
Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.
- Hybrid work environment (combination of remote & onsite); requires regular use of online tools, systems, and collaboration platforms
- General office setting or branch environment when working onsite
- Travel to branch locations, vendor sites, or other business-related locations as needed
- Attendance at offsite meetings, events, or trainings as needed
Physical Abilities
The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Ability to work at a computer in a stationary position for up to 8 hours per day
- Ability to occasionally carry light materials (e.g., laptop, presentation materials)
- Ability to travel for business by car or air and stay in public accommodations as needed
Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity or expression, national origin, military or veteran status, disability (including pregnancy), genetic information, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.