Banking Operations and Administration Coordinator I

Heritage Financial Credit Union • Newburgh, NY

3d • Onsite

About The Position

Heritage Financial Credit Union is seeking a Banking Operations & Administration Coordinator I (BOC I) to join their Banking Ops team. This entry-level position is responsible for performing routine operational tasks and providing foundational support for deposit services and electronic banking products. The role involves assisting with daily processing, member inquiries, and basic account maintenance while ensuring accuracy, compliance, and timely completion of assigned responsibilities. The BOC I will work under close supervision, follow established procedures, and support internal teams and members. This position is designed as a developmental role to build knowledge in banking operations, electronic services, and credit union products, with opportunities for growth.

Requirements

• High school diploma or equivalent required
• At least one year of experience in banking, customer service, or administrative support preferred.
• 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.

Nice To Haves

• Associate’s or Bachelor’s degree in business or related field preferred.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED