Strategic Business Operations Temp – Middletown, NY

Heritage Financial Credit Union; City of Middletown (NY); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Paid Federal Holidays

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with Employer Match

Educational Assistance

Job summary

Heritage Financial Credit Union is seeking a Strategic Business Operations Temp to support the Operations team with project administration, documentation, and process improvements. You will help troubleshoot system issues, document procedures, and coordinate information across departments.

The role focuses on enhancing workflows, ensuring accuracy, and maintaining confidentiality while supporting strategic initiatives and member service goals.

Qualifications

• High School Diploma or equivalent required; additional office/ banking experience helpful.
• Experience in administrative, office, financial services or operations support preferred; proficient with Microsoft Office.
• Understand financial services operations and BSA compliance.
• Strong written and verbal communication; able to manage multiple priorities.
• Ability to maintain confidentiality and learn credit union processes and regulatory requirements.

Responsibilities

• Provide project and administrative support; track assignments and deadlines.
• Review, format, organize, and tag procedures for accuracy and usability.
• Organize files and documentation; maintain accessible records.
• Assist with data entry, reconciliations, and routine reporting; escalate issues as needed.
• Prepare routine communications, job aids, meeting notes, status updates.
• Support workflows and process improvements by documenting and proposing updates.
• Collaborate with teams to gather information and complete tasks.
• Maintain confidentiality of member and operational information.
• Complete recurring responsibilities and special projects as assigned.

Skills

Service orientation

Clear communication

Organization

Problem solving

Independence

Team collaboration

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Description

Behind every great member experience are systems and processes that work seamlessly. At Heritage Financial Credit Union, we’re seeking a Strategic Business Operations Temp who enjoys solving complex problems, improving workflows, and turning challenges into practical solutions. In this role, you’ll collaborate with teams across the organization to troubleshoot system issues, support technology enhancements, and identify opportunities to improve efficiency. It’s an opportunity to make a meaningful impact on how we work and serve our members.

++Here’s a little about us++: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.
++Our Core Values:++

Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge

Service: Deliver As One Team; Stay A Step Ahead; Guide with Product Expertise

Integrity: Do What’s Right; Speak the Truth; Own Our Actions

People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

POSITION PURPOSE

This Strategic Business Operations Temp position provides project and administrative support to the Strategic Business Operations team. The role assists with procedure maintenance, documentation, routine operational tasks, and assigned projects. This position works with team members and business partners to help ensure work is accurate, organized, timely, and completed in accordance with established policies and procedures.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Provide project and administrative support, including tracking assignments, coordinating information, and meeting established deadlines.

2. Review, format, organize, and tag procedures and other resources to improve accuracy, consistency, and usability.

3. Organize files and documentation, maintain records as directed, and help ensure materials are appropriately stored and accessible.

4. Assist with data entry, reconciliations, routine reporting, and quality reviews; verify information and escalating concerns when appropriate.

5. Prepare routine communications, job aids, meeting notes, status updates, and other project materials.

6. Support operational workflows and process improvement efforts by following established procedures, documenting observations, and recommending practical updates for review.

7. Collaborate with team members and other departments to gather information, resolve routine questions, and complete assigned work.

8. Maintain confidentiality and handle member and operational information in accordance with applicable policies and requirements.

9. Complete recurring responsibilities, special projects, and other duties as assigned.

Requirements

EDUCATION/CERTIFICATION: High School Diploma or equivalent required. Additional coursework or experience in an office, banking or operations environment is helpful

EXPERIENCE: Previous experience in an administrative, office, financial services, or operations support role is preferred. Experience with Microsoft Office and comfort learning new software applications are required.

REQUIRED KNOWLEDGE:

• General understanding of financial services operations, business processes, and system support.
• The employee must develop an appropriate understanding of Bank Secrecy Act (BSA) requirements as they relate to the position and comply with applicable requirements.

SKILLS/ABILITIES:

• Professional and service-oriented approach.
• Clear written and verbal communication skills.
• Ability to organize work, follow through on assignments, document procedures, and manage multiple priorities.
• Practical problem-solving skills, attention to detail, and the ability to work both independently and collaboratively.
• Ability to maintain confidential information and learn Credit Union processes, policies, and regulatory requirements.

++What’s in it for you?++

Salary: $19.54 – $24.43 per hour (depending on experience)

Benefits:

• Paid Time Off & Paid Federal Holidays

• Medical, Dental, Vision & Life Insurance

• Employee Assistance Program

• Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)

• Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services

• BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more)

• CareNet – benefits concierge service

• 401(k) with 5% Employer Match

• Educational Assistance

• Paid Time to Volunteer

• HFCU Logo-wear (that our employees wear with pride!)

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.