Strategic Operations Temp: Efficiency & Projects

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

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.