Interra Credit Union
Goshen, IN, USA
WHAT YOU WILL DO EVERYDAY
As the Manager of Wealth Service Operations, you will lead the operational strategy and execution for investment services, preferred banking, and treasury operations. You will be responsible for ensuring a seamless member experience, driving operational scalability, continual process improvement, implementation of existing software updates and new wealth service systems, and supporting the strategy. This role will focus on optimizing ticket resolution, enhancing service delivery, and aligning operational practices with organizational goals.
You will collaborate cross-functionally with internal stakeholders in Wealth, Commercial, Retail Operations, Fraud, Compliance, and Technology to ensure that operational processes are efficient, compliant, and member-centric.
Direct Reports: Treasury Operations Specialist I & II, Wealth Client Advisor I, Preferred Services Specialist
HOW YOU WILL MAKE AN IMPACT
30%...