Banking Operations Project Clerk

About the role

This Long-term Contract position offers the opportunity to build practical experience in banking operations, project coordination, and process improvement while supporting important departmental initiatives. The role is well suited for someone who is organized, eager to learn, and comfortable handling documentation, reporting, and administrative tasks in a regulated financial services environment.

Responsibilities

• Coordinate assigned operational projects by monitoring timelines, gathering updates from team members, and helping keep deliverables on schedule.
• Improve procedural materials by reviewing content, standardizing formatting, organizing records, and applying tags that make documents easier to find and use.
• Maintain shared files and reference materials by supporting document organization, version tracking, and proper storage of team resources.
• Complete data entry, basic reconciliations, and routine reporting tasks while checking information for accuracy and raising discrepancies when needed.
• Prepare routine team communications, reference guides, and project updates related to operational activities and assigned initiatives.
• Contribute to process improvement efforts by documenting workflow observations, identifying inefficiencies, and submitting recommendations for review.
• Provide administrative assistance such as scheduling meetings, recording notes, scanning documents, and supporting other day-to-day office needs.
• Assist with quality and compliance activities by reviewing checklists, helping with audit preparation, and handling sensitive operational information in accordance with policy and regulatory standards.
• Work with Banking Operations staff and partner departments to resolve routine questions, collect information, and support completion of assigned work.
• Use Microsoft Office and approved internal tools to update trackers, maintain records, and support workload demands during peak periods or special projects.

Qualifications

• Previous experience in banking operations, banking services, or a similar administrative support role within financial services.
• Strong organizational skills with the ability to manage multiple assignments, maintain accurate records, and meet deadlines.
• Ability to work carefully with documentation, reconciliations, and data entry while maintaining a high level of accuracy.
• Proficiency with Microsoft Office applications and comfort learning department-specific systems and tools.
• Understanding of confidentiality, risk awareness, and compliance expectations in a banking or federal credit union environment.
• Effective written and verbal communication skills for coordinating with internal teams and preparing routine updates.

Skills

• Familiarity with accounts payable, vendor invoice processing, account resolution, or related operational support functions is helpful.
• Experience with Encompass or similar financial systems is a plus.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.