Banking Operations and Administration Coordinator I

Description

Start your next chapter with Heritage Financial Credit Union! We're looking for someone who enjoys solving problems, staying organized, and delivering exceptional service. As Banking Operations & Administration Coordinator I, you'll be part of a collaborative team that keeps essential banking services running smoothly for our members. Whether you're starting your career or looking to grow your experience in banking operations, this is an excellent opportunity to develop valuable skills, make a meaningful impact, and build your future with us. 

Here's a little about us: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:
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
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POSITION PURPOSE

The Banking Operations & Administration Coordinator I (“BOC I”) is an entry-level position within the Banking Ops team, responsible for performing routine operational tasks and providing foundational support for deposit services and electronic banking products. This role assists with daily processing, member inquiries, and basic account maintenance while ensuring accuracy, compliance, and timely completion of assigned responsibilities.

The BOC I work under close supervision and follows established procedures to support internal teams and members. This position serves as a developmental role, building knowledge in banking operations, electronic services, and credit union products, with opportunities for growth into more advanced responsibilities.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

 

Business Member & Product Support

• 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.

Deposit Operations & Payments

• 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.

Risk, Fraud & Compliance

• 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.

Reporting, Systems & Administrative Support

• 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.

Team Support & Development

• Collaborate with team members to ensure completion of daily workflows.
• Participate in training and development opportunities to build operational knowledge.
• Seeking guidance and feedback to improve performance and skill development.
• Maintain effective