Description
Behind every great member experience are systems and processes that work seamlessly. At Heritage Financial Credit Union, we're seeking an Operational Strategy Analyst I who enjoys solving complex problems, improving workflows, and turning challenges into practical solutions. In this role, you'll collaborate with teams across the organization to troubleshoot system issues, support technology enhancements, and identify opportunities to improve efficiency. It's an opportunity to make a meaningful impact on how we work and serve our members.
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 Operational Strategy Analyst I supports the day-to-day administration and effective use of the Credit Union’s enterprise applications and workflows. This position assists users with system support, issue resolution, testing, documentation, reporting, and process improvements. The role works with business partners and vendors to help maintain reliable operations, reduce unnecessary manual work, and support member-first service that improves the member experience.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Provide day-to-day support and administration for enterprise applications and workflows.
- Assist users with access, questions, routine issues, and requests; 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 that increase efficiency, consistency, accuracy, and service quality.
- Assist with implementing process changes and monitoring results after changes are made.
- 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.
Requirements
EDUCATION/CERTIFICATION: 4-year college degree or a comparable combination of education and relevant experience.
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 are required.
REQUIRED KNOWLEDGE:
- General understanding of financial services operations, business processes, and system support.
- Familiarity with financial services applications is helpful but not required.
- The employee must develop an appropriate understanding of Bank Secrecy Act (BSA) requirements as they relate to the position and comply with applicable requirements.
SKILLS/ABILITIES:
- 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 the ability to work both independently and collaboratively.
- Ability to maintain confidential information and learn Credit Union processes, policies, and regulatory requirements.
What's in it for you?
Salary: $29.91 - $38.00 per hour (depending on experience)
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 (that our employees wear with pride!)
Equal Opportunity Statement
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.
Skills Required
- Four-year college degree or comparable combination of education and relevant experience
- One to three years of experience in a credit union, banking, system support, project support, or related environment
- Experience with Microsoft Office
- Ability to learn new software applications
- General understanding of financial services operations, business processes, and system support
- Clear written and verbal communication skills
- Ability to organize work, document procedures, follow through, 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
What We Do
Heritage Financial Credit Union is a member-owned, not-for-profit financial cooperative serving communities in the Hudson Valley and surrounding counties. It provides checking and savings accounts, mortgages, home-equity and personal loans, credit cards, business banking and lending, investment and retirement services, and online banking. Its mission emphasizes empowering members, strengthening communities, and returning earnings through competitive rates, dividends, education, and support.
