Banking Operations Internship

Description

Curious how the details behind banking actually work? Apply for our Banking Operations 8-week internship for the opportunity to work with the team and get hands-on experience improving the accuracy, organization, and efficiency that keep everything running smoothly behind the scenes.

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 are at the heart of everything we do:

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

In this internship you will:

•  Review account setups and updates to ensure accuracy and completeness
• Identify and correct document indexing issues
• Validate data by cross-checking system records with source documents
• Support process improvements and system enhancement projects 
• Track work, maintain logs, and keep tasks organized and on schedule 
• Assist with audits by gathering documentation and preparing summaries 
• Help maintain secure handling of sensitive member information 
• Contribute to the day-to-day operational and administrative tasks

What you’ll gain:

• Real-world experience in banking operations and quality control 
• Exposure to data accuracy, compliance, and internal controls 
• Hands-on involvement in process improvement initiatives 
• Insight into how financial institutions maintain secure, reliable records
• Build your presentation skills by sharing your personal internship experience summary in a meeting directly with our Executives

Requirements

• Currently enrolled in (or recently graduated from) a program in Business, Finance, Accounting, Information Systems, or a related field 
• Strong attention to detail and ability to follow structured procedures
• Comfortable working with spreadsheets and basic office tools
• Ability to manage repetitive tasks with accuracy and consistency
• Clear, professional communication skills
• Interest in learning about banking operations, compliance, and data management 
• Prior office, clerical, or customer service experience is a plus (not required)
• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. We will provide on-line training to support this qualification. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.

Salary: $20.00 per hour 

Weekly Hours: 40

Duration: 8 weeks (June 1 - July 31, 2026) with ability to work through mid-August if available

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.