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Manager of Banking Operations and Administration

Newburgh, NY (http://maps.google.com/maps?q=211+South+Plank+Road+Newburgh+NY+USA+12550) • Operations

Job Type

Full-time

Description

Join us in shaping the future of Banking Operations…

Are you currently a leader in a deposit operations role in financial services or banking looking to bring your experience and expertise to truly shape how our Credit Union runs? If so, consider applying for our newly created role.

As theManager of Banking Operations & Administration, you'll have the opportunity to sit at the center of operational strategy and strengthen core processes, improve workflows, and ensure the systems and teams behind the scenes operate seamlessly to support both branch and digital banking.

This is an ideal next step for a deposit operations leader who thrives on problem-solving, process optimization, and continuous improvement. You’ll lead and develop a high-performing team, partner across departments, manage vendor relationships, and drive efficiencies that make banking easier for employees and members alike. Your deep understanding of financial institution operations will directly influence how we scale, modernize, and deliver exceptional service every day.

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 values are at the heart of everything we do.

We believe in:

+ Integrity:We are honest and trustworthy in all of our dealings with our members, employees, and the community.

+ Excellence:We strive to provide our members with the best possible service.

+ Teamwork:We believe that we can achieve more together than we can alone.

+ Respect:We treat each other with dignity and respect.

+ Community:We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.

POSITION PURPOSE

The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization.

By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union’s operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction.

In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union.

What's in it for you?

Salary:$73,000 - $91,000 per year (depending on experience)

Benefits:

+ Incentives and Merit Increases

+ Paid Time Off & Paid Federal Holidays

+ Medical, Dental, Vision & Life Insurance

+ Employee Assistance Program

+ Flexible Spending Accounts/HSA

+ 401(k) with Employer Match

+ Educational Assistance

+ Paid Time to Volunteer

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies.

2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers.

3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing.

4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise.

5. Manage workflows for all departmental functions, including those within the core and ancillary application environments.

6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members.

7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery.

8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence.

9. Contribute to the development and implementation of credit union-wide goals and strategic objectives.

10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities.

11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction.

12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership.

13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets.

14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team.

15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives.

16. Allocate resources effectively to meet operational and member service demands.

17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements.

18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions.

19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention.

20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards.

21. Promote credit union products and services where appropriate, supporting overall member engagement and growth.

22. Demonstrate and model behaviors aligned with the organization’s Core Competencies.

23. Perform other related duties and responsibilities as assigned.

Requirements

Required Knowledge:

Thorough knowledge of banking and regulation principles.

This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments)

Education/Certification:

Bachelor’s degree in Business preferred plus three to five years experience of deposit operations management within a financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role.

Experience Required:

Intermediate to advanced level Microsoft Excel/Word

Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement.

Experience with COCC operating system preferred not required

Skills/Abilities:

Ability to project a professional appearance and positive attitude at all times.

Excellent project management, leadership, written and verbal communication and analytical skills.

Salary Description

$73,000 - $91,000 per year depending on experience