Operational Strategy Analyst I - Middletown, NY

Heritage Financial Credit Union • Middletown, NY

9d

About The Position

The Operational Strategy Analyst I supports the day-to-day administration and effective use of Heritage Financial Credit Union’s enterprise applications and workflows. The role assists users with system support, issue resolution, testing, documentation, reporting, and process improvements. It collaborates with business partners, internal teams, and vendors to maintain reliable operations, reduce unnecessary manual work, and support member-first service.

The analyst provides routine application and workflow support, helps maintain system settings and user resources, supports updates and operational projects, and reviews processes for practical improvements. The position also prepares routine reports, participates in training and knowledge sharing, and performs recurring responsibilities and other assigned duties.

Requirements

• Four-year college degree or a comparable combination of education and relevant experience.
• One to three years of experience in a credit union or banking environment, system support, project support, or a related area.
• Experience with Microsoft Office and comfort learning new software applications.
• General understanding of financial services operations, business processes, and system support.
• Develop an appropriate understanding of Bank Secrecy Act (BSA) requirements as they relate to the position and comply with applicable requirements.
• 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 and attention to detail.
• Ability to work independently and collaboratively.
• Ability to maintain confidential information and learn Credit Union processes, policies, and regulatory requirements.

Nice To Haves

• Familiarity with financial services applications.

Responsibilities

• Provide day-to-day support and administration for enterprise applications and workflows.
• Assist users with access, questions, routine issues, and requests, and coordinate more complex issues with internal teams or vendors.
• Maintain system settings, procedures, documentation, and user resources under established guidance.
• Support updates, testing, implementations, and other operational projects.
• Review workflows and recommend practical improvements to efficiency, consistency, accuracy, and service quality.
• Assist with implementing process changes and monitoring results.
• Prepare and maintain routine reports and information for management, auditors, and business partners.
• Participate in training and knowledge sharing in support of enterprise solutions.
• Complete recurring responsibilities and other duties as assigned.

Benefits

• Paid time off and paid federal holidays
• Medical, dental, vision, and life insurance
• Employee Assistance Program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Supplemental benefits: critical illness care, identity theft protection, pet insurance, and legal services
• BenefitsPlus+ perks program, including travel, entertainment, and gift cards
• 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