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About the Role

The Banking Operations & Administration Coordinator I is an entry-level position 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. This position serves as a developmental role, building knowledge in banking operations, electronic services, and credit union products.

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.

Requirements

At least one year of experience in banking, customer service, or administrative support preferred.

Skills

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.

Experience Level

Entry-level

Education Level

High school diploma or equivalent required
Associate’s or Bachelor’s degree in business or related field preferred.

Salary/Compensations

$18.76 - $23.50 per hour

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

About the Company

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.

Equal Opportunity

Employment at our Credit Union is based upon merit, ability, and qualifications.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.