Banking Operations Internship

Heritage Financial Credit Union•City of Middletown, NY

22h•Onsite

About The Position

Banking Operations Internship Opportunity at Heritage Financial Credit Union. Curious how the details behind banking actually work? Apply for our Banking Operations 8-week internship for the opportunity to work with the team and get hands-on experience improving the accuracy, organization, and efficiency that keep everything running smoothly behind the scenes. 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 are at the heart of everything we do: 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

Requirements

Currently enrolled in (or recently graduated from) a program in Business, Finance, Accounting, Information Systems, or a related field
Strong attention to detail and ability to follow structured procedures
Comfortable working with spreadsheets and basic office tools
Ability to manage repetitive tasks with accuracy and consistency
Clear, professional communication skills
Interest in learning about banking operations, compliance, and data management

Nice To Haves

Prior office, clerical, or customer service experience is a plus (not required)

Responsibilities

Review account setups and updates to ensure accuracy and completeness
Identify and correct document indexing issues
Validate data by cross-checking system records with source documents
Support process improvements and system enhancement projects
Track work, maintain logs, and keep tasks organized and on schedule
Assist with audits by gathering documentation and preparing summaries
Help maintain secure handling of sensitive member information
Contribute to the day-to-day operational and administrative tasks
Gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work.
Comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.