Strategic Business Operations Temp - Middletown, NY
About The Position
The Strategic Business Operations Temp provides project and administrative support to the Strategic Business Operations team. The role assists with procedure maintenance, documentation, routine operational tasks, and assigned projects. The 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. Heritage Financial Credit Union is a member-owned financial institution focused on helping members achieve financial goals and building a stronger community. The organization describes its values as Experience, Service, Integrity, and People.
Requirements
- High school diploma or equivalent required.
- Microsoft Office experience and comfort learning new software applications are required.
- General understanding of financial services operations, business processes, and system support.
- Must 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, attention to detail, and ability to work independently and collaboratively.
- Ability to maintain confidential information and learn Credit Union processes, policies, and regulatory requirements.
Nice To Haves
- Additional coursework or experience in an office, banking, or operations environment is helpful.
- Previous experience in an administrative, office, financial services, or operations support role is preferred.
Responsibilities
- Provide project and administrative support, including tracking assignments, coordinating information, and meeting established deadlines.
- Review, format, organize, and tag procedures and other resources to improve accuracy, consistency, and usability.
- Organize files and documentation, maintain records as directed, and help ensure materials are appropriately stored and accessible.
- Assist with data entry, reconciliations, routine reporting, and quality reviews; verify information and escalate concerns when appropriate.
- Prepare routine communications, job aids, meeting notes, status updates, and other project materials.
- Support operational workflows and process improvement efforts by following established procedures, documenting observations, and recommending practical updates for review.
- Collaborate with team members and other departments to gather information, resolve routine questions, and complete assigned work.
- Maintain confidentiality and handle member and operational information in accordance with applicable policies and requirements.
- Complete recurring responsibilities, special projects, 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 including critical illness care, identity theft protection, pet insurance, and legal services
- BenefitsPlus+ perks program
- CareNet benefits concierge service
- 401(k) with 5% employer match
- Educational assistance
- Paid time to volunteer
- HFCU logo-wear
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What This Job Offers
Education Level
High school or GED
