Entry-Level Banking Operations & Admin Associate

Heritage Financial Credit Union; Glenwood Park (NY); On-site; USD 26,174 - 31,684; Full time

Benefits offered by this job

Paid Time Off

Medical, Dental, Vision & Life

401(k) with 5% match

Educational Assistance

Job summary

Heritage Financial Credit Union is seeking an entry-level Banking Operations & Administration Coordinator I to support deposit services and electronic banking products. You will assist with daily processing, respond to member inquiries, and maintain account records while following established procedures under supervision.

The role offers growth opportunities within banking operations and emphasizes accuracy, compliance, and service quality in a collaborative team setting.

Qualifications

• Basic understanding of banking operations or willingness to learn.
• Strong attention to detail and organizational skills
• Good communication and customer service skills.
• Ability to follow procedures and work in a structured environment.
• Proficiency in basic computer applications and systems.

Responsibilities

• Provide basic support to internal staff and members for deposit-related products and services.
• Respond to routine inquiries related to debit cards, online banking, and account activity.
• Assist in resolving member service requests, escalating more complex issues as needed.
• Maintain a high level of professionalism and service in all interactions.
• Perform routine daily operational tasks, including account maintenance, transaction processing, and exception handling.
• Assist with debit card support, including transaction inquiries and basic dispute intake.
• Support electronic banking services such as online banking, bill pay, and eStatements.
• Process returned items, basic ACH functions, and general deposit-related activities under supervision.
• Follow established procedures for identifying and escalating potential fraud or suspicious activity.
• Ensure all tasks are completed in accordance with Credit Union policies and regulatory requirements.
• Maintain accurate records and documentation for operational processes.
• Assist with routine reporting and data entry tasks.
• Support the team with administrative functions, including document preparation and filing.
• Follow documented procedures and assist in maintaining process documentation as needed.
• Collaborate with team members to ensure completion of daily workflows.
• Participate in training and development opportunities to build operational knowledge.
• Seek guidance and feedback to improve performance and skill development.
• Maintain effective working relationships across departments.

Skills

Attention to detail

Organizational skills

Customer service

Communication skills

Follow procedures

Education

High school diploma or equivalent

Job description

Heritage Financial Credit Union is seeking an entry-level Banking Operations & Administration Coordinator I to support deposit services and electronic banking products. You will assist with daily processing, respond to member inquiries, and maintain account records while following established procedures under supervision.

The role offers growth opportunities within banking operations and emphasizes accuracy, compliance, and service quality in a collaborative team setting.