Credit Union Job Opportunities

Chief Financial Officer

REPORTS TO: CEO

PURPOSE: Direct and manage all practices and activities in the Finance and Accounting functions to ensure compliance with State and Federal rules and regulations. Manage auditing, accounting, and recordkeeping activities of the credit union to ensure they meet generally accepted accounting practices (GAAP). Make recommendations relating to budget preparation, income forecasts, and operational changes as needed.

DUTIES AND RESPONSIBILITIES:

• Participate in the credit union’s long and short-term strategic planning. Oversee budget planning, preparation and administration processes to control operation expenses and achieve credit union’s strategic goals.
• Communicates with the Board of Directors and Supervisory Committee and management team regarding strategic recommendations, financial results and policies which effect the credit union to assure that they are informed about matters which affect the financial institution.
• Develop, implement, and evaluate policies and procedures for the Accounting/Finance Department. Ensure that policies and procedures reflect current regulations and are communicated to and implemented by subordinates.
• Attend board meetings and report on assigned areas requested by the CEO.
• Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the credit union including: directing job assignment, monitoring staff performance, coaching, training, assuring compliance with regulatory requirements and organizational mission.
• Hold periodic staff meetings. Identify areas for improvement, changes in procedures, new developments, or changes in services within the Accounting/Finance Department. Keep staff up to date on trends and general credit union information.
• Assist with vendor negotiation and major purchasing decisions for capital equipment or other capital asset expenditures.
• Manage the credit union’s vendor management and vendor due diligence programs.
• Help serve as the credit union’s liaison with regulatory agency examiners and auditors.
• Perform other duties as assigned by the CEO.

PHYSICAL REQUIREMENTS OF THE JOB:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor's degree in business or related field, MBA preferred or equivalent relevant experience. CPA helpful, but not required.
• Minimum of seven to ten years of senior management experience, preferably in a financial institution such as a credit union or bank.

SALARY RANGE: $85,000 - $130,000 DOE

Email resume to Sam Scro, samscro@auburnfcu.com 

Member Service Representative

Location: New York City, NY

• Assist members with their financial transactions: deposits, withdrawals, loan payments, open/close accounts, transfers, payroll deduction, etc.
• Assemble documentation for member loans.
• Answer phones, filing, faxing, copying.
• Update and reconcile daily: share drafts, ACH, and ATM.
• Assist as back up to EOD/EOM/EOQ processes.
• Cross sell credit union products and services.
• perform additional duties as assigned.

Education/certification:

• Bachelor's degree in accounting or a combination of education and experience (min. 2 years)
• Microsoft Excel/ Word.
• Must project a professional appearance and positive attitude at all times. Excellent written and verbal communication and analytical skills.
• Must be bondable and be able to pass background check.

Schedule: Monday to Friday 8:30am - 3:30pm (35 hours work week)

Send resume to Inderia Rubino, Cugirls@aol.com

Financial Service Representative

Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union’s products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future.

Salary Range: $19.54 - $24.43 an hour

Apply online

AVP Loan Operations

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter!

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. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.

POSITION PURPOSE
The AVP of Loan Operations is responsible for oversight of the Loan Servicing and Collection departments. As the department head of Collections, the AVP of Loan Operations helps ensure effective and timely review and resolution of past due consumer mortgages, collateralized consumer products and personal loans, while protecting the credit union’s assets, financial interest and reputation. As the department head of Loan Servicing, the AVP of Loan Operations oversees the activities of the Loan Servicing department.

The AVP of Loan Operations role ensures the department’s provide service excellence and meets the credit union’s strategic goals. The role is responsible for serving as a leader supporting the departments personnel and ensuring superior member and internal service standards.

Position Reports To: VP of Lending

Positions Supervised: Collections Manager and Loan Servicing Manager

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Under the supervision of the VP of Lending, lead and direct the daily activities of the Loan Servicing and Collections departments of the Credit Union. Maintain an efficient and highly effective real estate, loan servicing and collections process.
• Ensure all consumer account collection activity, including collateral repossession, mortgage foreclosure, liquidation, and subsequent charge off processes meets Credit Union, state, and federal lending regulations.
• Responsible for the compliance, accuracy, and efficiency of all loan servicing functions, up to and including payment processing, escrow administration, statements, payoffs, lien releases, and all service reporting activities.
• Present timely and accurate reports to management.
• Ensure all consumer account collection activity, including collateral repossession, mortgage foreclosure, liquidation, and subsequent charge off process meets credit union, state, and federal lending regulations.
• Maintain an efficient and highly effective loan servicing and collection processes.
• Manage all aspects of departmental staffing to include attracting, hiring (where applicable), training, and mentoring each employee to their highest potential.
• Set departmental goals and establish performance minimums; monitor production and track goals on a daily/monthly basis. Perform other job-related duties as assigned.

Requirements
Education/Certification:

• 4-year college degree preferred plus five to seven years’ experience in lending and collections, with five years in a leadership role.

Required Knowledge:

• 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.
• Knowledge of TRID, FDCPA, and other compliance requirements
• Familiarity with FNMA and other agency/investor products
• Excellent communication and member service skills (both oral and written).
• Strong understanding of collection and loan servicing functions

Experience Required:

• Five to seven years experience in lending and collections, with five years in a leadership role.
• Experience using P.C. based software including Microsoft Office.
• Preferred proficiency with Encompass, Temenos, and Episys platforms.

Skills/Abilities:

• Ability to project a professional appearance and positive attitude at all times.
• Excellent project management, communication and analytical skills.

Salary Range: $103,800 - $129,800 depending on experience

Apply online

Vice President of Audit

The VP of Audit serves as a senior-level manager over the IA department and maintains a Quality Assurance (QA) function that reports to the Supervisory Committee and the CEO. The QA function provides independent assurance that audit has achieved and is maintaining appropriate standards of audit delivery (set against both Audit’s own internal standards and the Standards and Code of Ethics of the International Auditing and Assurance Standards Board (IAASB). The VP of Audit also will be responsible for managing one direct report who will support the day-to-day audit operations, ensuring that audits are executed efficiently, in accordance with established protocols, and aligned with the organization’s strategic goals. The VP of Audit will provide guidance, mentorship, and performance oversight to this direct report, fostering a collaborative environment to drive continuous improvement within the audit team.

Salary Range: $148,159 - $166,679

Apply online

Junior Accountant

The Junior Accountant is responsible for performing bookkeeping duties in the maintenance and operation of account processing for all payable transactions for the business. The Junior Accountant also performs tasks necessary to reconcile general ledger (GL) accounts and provides assistance as needed with period-end closings.

Salary Range: $19.78 - $24.73 an hour

Apply online

AVP of Loan Operations

The AVP of Loan Operations is responsible for oversight of the Loan Servicing and Collection departments. As the department head of Collections, the AVP of Loan Operations helps ensure effective and timely review and resolution of past due consumer mortgages, collateralized consumer products and personal loans, while protecting the credit union’s assets, financial interest and reputation. As the department head of Loan Servicing, the AVP of Loan Operations oversees the activities of the Loan Servicing department.

Salary Range: $103,800 - $129,800 depending on experience
Apply online

Loan Officer
Location: Corinth, NY

Hudson River Community Credit Union is a not-for-profit financial cooperative whose mission is to improve the well-being of members and their families by providing quality financial services with the best overall value.

We have an exciting opportunity in our Lending Department!

Loan Officer:

Responsible for providing an exceptional Member service experience to HRCCU members and assist them in meeting their financial needs by servicing their consumer loan requests by either phone or HRCCU website.

Who you are:

You are an enthusiastic and upbeat professional who is passionate about the financial services industry. You are detail-oriented and have experience in consumer and indirect lending products. You thrive in a fast-paced environment where you can be a part of the team and help attain the department’s goals.

What you will do:

The primary purpose of this position is to assist the Credit Union in achieving its mission to improve the financial well-being of our members and their communities. Under general supervision, and in accordance with established policies and procedures, your role to achieve this mission, will be to provide a variety of loan services to the members.

This position has the authority to make loan decisions within Credit Union guidelines. The Loan Officer must comply with legal requirements, lending regulations and internal policies and procedures. You are responsible for the cross selling of Credit Union products while maintaining a working knowledge of all services and operations of the Credit Union in support of a sales and service culture.

Where will you work: This position reports to the Loan Center Supervisor and will work at our Operations Center in Corinth, NY.

Schedule: Monday through Friday with a Saturday shift rotation

Experience: Two years to five years of similar or related experience. NMLS registry

Education: A high school education or GED, Associate's Degree preferred.

Pay Rate: $19.50 to $20.00 per hour

Other Skills:

• Outstanding communication skills, effective influencer, and communicates accurately, honestly, supportively and in a timely manner.
• Ability to be aware of, control and express own emotions as well as being cognizant of the emotions of others.
• Demonstrated skill in generating new ideas, concepts, processes, actions or alternative solutions to problems.
• The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
• Can proactively complete tasks, solve problems, improve processes, and enhance products, within assigned range of authority.
• Full working knowledge of Microsoft Office Products and willingness to consider new technology to improve job functions.

Our company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, gender, sexual orientation, and national origin, physical or mental ability, protected Veteran status or other characteristics protected by law.

Apply Here

VP of Lending

Location: Corinth, NY

We are looking for the right candidate who is proactive and a confident self-starter who thrives in busy work environments. You enjoy mentoring staff to bring out the best in them in an environment that has freedom and independence for spontaneity.

The VP of Lending directs and coordinates all loan-underwriting activities within the Credit Union, ensuring compliance with Credit Union lending policies and regulations. Reporting to the Sr. VP of Lending assists in planning, directing, and coordinating the development of lending policies, procedures, goals, and objectives. Directs loan processing, servicing, and underwriting staff to meet Credit Union goals and objectives while ensuring an exceptional member and team member experience.

For more information or to apply click here.

Program Officer, MDI Network

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

At Inclusiv, we believe that true financial inclusion and empowerment is a fundamental right. We dedicate ourselves to closing the gaps and removing barriers in financial opportunities for distressed and underserved communities by providing capital, making connections, and building capacity, developing innovative products and services for community development credit unions (CDCUs) and working to transform local progress into lasting change at the national level. Founded in 1974, Inclusiv is headquartered in Lower Manhattan with offices in Madison, WI and Atlanta, GA. Inclusiv offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.

Inclusiv is hiring a Program Officer for the Minority Depository Institutions (MDI) Network. This is a role newly created to support the Network Team during this exciting period of growth for our organization. The role will be instrumental in expanding Inclusiv’s impact by leading recruitment, engagement, and support for MDI credit unions to expand financial inclusion in communities of color.

Reporting to the VP of Member Development and Support, the Program Officer, MDI Network will drive growth initiatives in Inclusiv’s Network of MDIs and help shape new initiatives that seek to improve the financial health of low-income communities. This is a wonderful opportunity for a passionate, committed person with exceptional relationship development, leadership, and project management skills seeking to help build a more equitable financial system.

This role can be located in New York City or Atlanta. It is hybrid with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Key Responsibilities:

• Coordinate strategy of Inclusiv’s outreach, engagement, and support for MDI credit unions with a goal of building MDIs capacity to grow and serve their communities
• Manage strong relationships with MDI credit union leaders and partner organizations.
• Coordinate trainings, providing in-depth guidance and support and working across teams to achieve program goals.
• Track progress against MDI Network goals, including tracking in the Inclusiv Salesforce platform.
• Excel at working across units and leading teams to achieve program goals.
• Represent Inclusiv in a range of contexts, such as leading training sessions and speaking at conferences.
• Work with Communications team to prepare and disseminate information, press releases, articles, and other communications on MDI Network accomplishments and activities.
• Support fundraising activities including grant writing and reporting.
• Other duties as needed and as projects evolve.
• Position requires 15-20% travel across the US.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Bachelor’s degree required; Master’s Degree preferred.
• 4-6 years relevant work experience in nonprofit program management, community development, consumer finance/banking, or policy advocacy.
• Experience within a financial institution
• Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results.
• Demonstrated ability to manage programs and build relationships in communities of color, particularly in African American and Hispanic communities.
• Excellent communication skills, both written and oral.
• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.
• Familiarity with Salesforce, Excel, Monday.com and Microsoft Office Suite
• Ability to work well in teams as well as independently.
• Authorization to work in the US.

To Apply:
Please send cover letter, resume, and salary requirements to hrprogofficermdi@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

Compensation:
The salary range starts at $80,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Vice President of Grantmaking

Are We the Place for You?
We are a nonprofit organization and a certified community development financial institution (CDFI) intermediary that was founded in 1974 and headquartered in New York City. Inclusiv is the largest network of community development credit unions (CDCUs) dedicated to fostering financial inclusion in low-income communities across the country. Through our network of over five hundred community development credit unions, we serve more than twenty million individuals with limited incomes or those living in historically redlined areas. Collectively, our members support people in low-income urban, rural, and reservation-based communities nationwide, managing over $295 billion in community assets.

In 2024, Inclusiv was selected for one of the Environmental Protection Agency’s (EPA) Clean Communities Investment Accelerator (CCIA) awards and will be using these funds to create a new grantmaking program to support credit unions that will initiate and expand affordable green lending programs that serve low-income and disadvantaged communities.

Is This the Career for You?
The Vice President of Grantmaking will spearhead a groundbreaking initiative that will distribute $1.68 billion in grants to credit unions over 4 to 5 years. This program will enable credit unions to offer lower-cost loans for clean energy and energy efficiency projects in low-income and disadvantaged communities (LIDACs), which often face barriers to participation in the green economy.

In this pivotal role, the Vice President will be responsible for building and leading a dynamic team of twelve professionals dedicated to the design, implementation, and management of the grant program for CCIA. This team will be tasked with crafting innovative grantmaking strategies that not only meet the program's objectives but also align with the needs and capabilities of credit unions. The Vice President will report directly to the Senior Vice President of the Center for Resiliency and Clean Energy, collaborating closely with various stakeholders, including the CCIA Credit Union Success team, the Network team, Inclusiv Senior Management, and credit union lenders.

The responsibilities of the Vice President of Grantmaking will encompass all facets of the grantmaking process. This includes developing comprehensive program guidelines and criteria, overseeing the application and selection process, and ensuring that projects are successfully launched and executed at the credit union level. Additionally, the Vice President will be tasked with troubleshooting any challenges that arise throughout the grant lifecycle, ensuring that the program remains on track to achieve its ambitious goals.

The ideal candidate for the Vice President of Grantmaking role will approach this role with imagination, collaboration, and flexibility, fully equipped to lead the implementation of this transformative initiative. To succeed in this role, it will be important to have experience in one or both of the following areas:

• CU Lending: Experience and understanding of how to create and manage a successful and financially sound credit union lending program that understands how to responsibly lend to low-income and disadvantaged borrowers.
• Sophisticated Grantmaking: Understanding of how to manage (and/or build) a rigorous grantmaking program at a sophisticated grantmaking organization (large foundation or government)

We are looking for a leader who brings confidence and enthusiasm and can think strategically and quickly move from strategy to implementation, creating a clear structure and detailed work plan, and building the team to execute the program deliverables. This role will apply a cooperative approach to design a grantmaking process that will bolster the institutional strength of credit unions and enhance their capacity to support green lending practices in communities most affected by disproportionately high energy cost burdens and increasingly devastating climate and weather events. Our perfect candidate will be open-minded, inquisitive, and strategic, with a demonstrated commitment to credit union lending and impactful and rigorous grantmaking practices.

Help Us Get to Know You
Seeking a seasoned professional with 15+ years’ experience —preferably in credit unions and/or grantmaking—who is enthusiastic about Inclusiv's mission to promote financial independence for low- and moderate-income communities. This candidate should have a strong history in managing a multi-million-dollar grantmaking or lending portfolio, complex and highly detailed multi-stakeholder projects, and a passion for moving quickly to build an effective and high-functioning team that can meet tight deadlines. Excellent communication skills and a bachelor’s degree are essential, master’s degree preferred.

Salary Range: $135,000 - $165,000 annually.

Apply here

Teller

Perform transactional duties to serve members by receiving or paying out funds with high degree of accuracy and professionalism. Maintain accurate transactional records, providing basic cash receipt, loan and payment services in accordance with credit union policies and procedures. Must be bondable and able to pass a background check. Excellent customer service skills; good math aptitude, prior cash experience.

Contact: Lori Makowski, info@irsbflofcu.org

Member Experience Specialist

We’re looking for a customer service focused problem solver to help improve the lives of the members. No pushy sales, just a provide quality service, solve problems, provide helpful advice and be dependable. Come help us make a difference! Immediate responsibilities include:

• Answering inbound calls, providing information and performing transactions for our members
• Assisting in person members with cash and check transactions
• Daily balancing of cash drawer and checks received
• Working together as a team to complete opening/closing procedures and daily branch tasks

Eventual responsibilities include:

• Performing account research for members, including debit and credit card transactions
• Opening new accounts, and educate members on our products and services.
• Social media and in branch marketing

No prior financial experience required, but a solid track record of delivering high quality customer service is a must. Prior experience with cash handling and marketing is a plus.

Job Type: Full-time

Benefits:

• Simple IRA 3% Match
• Health and Dental insurance
• Paid time off

Schedule:

• Monday, Tuesday, Wednesday and Friday between 6:45am – 3:45pm Thursdays 6:45 – 5:15. 37.50 – 40 hours per week.

Salary Range: $18.00 plus depending on experience.

Send resume to: mwalczak@kaleidahealthfcu.org

Controller
Full-time/Exempt position
Reports to the CEO
Location: Jamaica, NY

Objective:
Responsible for ensuring that outstanding service is delivered to both internal and external members. In addition, the Controller is responsible for establishing and maintaining the Credit Union’s fiscal record keeping systems by utilizing generally accepted accounting principles; adheres to all laws and regulatory compliance to properly reflect the financial position of the Credit Union; ensures that all financial related activities run smoothly and efficiently while ensuring compliance with Credit Union policies and procedures.

Responsibilities:

• Abides by MEFCU Promises when helping a member or co-worker to ensure timely responsiveness to the individual’s needs. Promotes teamwork, respects opinions, abilities and contributions of others and conveys a willingness to assist and cooperate with others for the benefit of the organization.
• Assists in attaining established goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines. Responsible for accurately completing daily task activities and entering data in a timely manner.
• Develops, tests and implements policies and procedures (manual and computerized) pertaining to the maintenance of accurate accounting records and report preparation.
• Manages and maintains the general ledger system, reviewing daily reports, along with setting up of new general ledgers and transactions as needed for current and new products and processes. The incumbent also manages and maintains the Fixed Assets System, the Accounts Payable System, and the FISERV Portico system, to ensure that data remains updated and accurate, and the systems are used to full capacity.
• Responsible for recording and reporting of tangible taxes, back-up withholding, tax exemption status, and credit life & disability insurance.
• Manages, compiles and ensures accuracy of the quarterly regulatory requirement of the NCUA 5300 Call Report, maintaining the Profile and all work papers involved in the preparation of the 5300. The Controller is also responsible for follow-up of historical errors and discrepancies in the reported data.
• Process the CECL calculation, assist the CEO with CU Investments, approves consumer and mortgage loans as needed.
• Evaluates, process and maintain all loans participations.
• Processes, solves and answers complex member transactions, or department problems or inquiries. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
• Responds to inquiries or refers inquiries to the appropriate department or person.
• Maintains and monitors Liquidity Analysis to determine seasonality of deposits and loans and to support minimum liquidity needs; monitors daily the cash flow of the credit union’s liquid assets.
• Maintains records of Credit Union investments and properly records investment income. Maintains a schedule of accrued income on investments. Ensures that investments are properly classified on the Statement of Condition in accordance with Credit Union Policies and with GAAP. In consultation with the CEO and in accordance with investment authority delegated to management by the Board makes investment decisions.
• Develops and implements processes to streamline and automate the accounting department’s processes and procedures. Assists the CEO with updating policies and revising procedures related to the Credit Union.
• Oversees the creation of the monthly financial package and the financial presentation for the board. The incumbent will also develop the financial presentation that goes to the board every month.
• Assists the CEO with the preparation of the annual budget and projections based on input from management and board, including budget modeling. Maintains current knowledge and awareness of financial industry status and trends to assist the CEO in decisions.
• Assists the CEO and the office Manager with gathering essential records and reports needed by outside Auditors/Examiners; assists Auditors/Examiners while on sight at Credit Union.
• Prepares the quarterly ALM package.
• Serves as backup for the CEO as needed.
• Performs other related duties as assigned and works on special projects as assigned by the CEO.

Requirements:

• Bachelor’s degree in finance from a four-year college or university or five (5) to eight (8) years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in accounting/finance and exceptional customer service.
• Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
• Knowledge of general accounting, financial, budgeting, and related accounting and record keeping systems in a financial institution.
• Keeps up to date with GAAP and FASB standards and communicates any changes that are coming.
• Knowledge of related state and federal banking compliance regulations, and all Credit Union policies and procedures.
• Advanced skills in personal computer operation, word processing and spreadsheet software programs.
• Exceptional oral, written, analytical, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, communicate clearly to members and employees.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Excellent organizational and time management skills, with ability to multi-task, ability to work with little to moderate supervision while performing duties and to be a strong team player.

Salary Range: 85-100K

Send resume to Philippe Hislaire, phislair@jhmc.org ​

Bookkeeper

• Assists with the development, management and maintenance of reliable accounting information, and reporting of income, expenses, assets, liability and capital for management planning and decision making and for fulfillment of financial reporting requirements, in a timely manner.
• Assist with the management of auditing, accounting and record keeping activities, systems, policies and practices of the credit union, to ensure they meet generally accepted accounting practices (GAAP). Help maintain an accounting system that properly reflects the financial position of the credit union.
• Backs up and train other departmental staff as necessary.
• Reconcile general ledgers and bank accounts. Research and adjust all open items, cash imbalances and variances.
• Prepare various financial, regulatory, accounting, teller variance, daily cash flow, and other reports on a weekly, monthly and quarterly basis as requested by management.
• Achieves a minimum of "Satisfactory" rating on audits and examinations.
• Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.
• Make recommendations relating to budget preparation, income forecasts, and operational changes as needed.
• Help serve as the credit union’s liaison with regulatory agency examiners and auditors.

Specific tasks include but are not limited to:

• Daily review close of business files and A/P checks clearing process.
• Post and reconcile all loan-related activity, including fundings, payoffs, interim interest, and other applicable fees.
• Post consumer and mortgage disbursements.
• Post and reconcile all debit card, ACH, shared branching, etc. activity daily.
• Post and reconcile monthly accruals related to loans, other accruals and prepaid expenses.
• Perform various reconciliations as part of the month end close process.
• Processes Loan Charge-offs; reclass charge-offs and recoveries, when necessary.
• Prepare various reports including but not limited to fee reversal reports, Delinquency, Charge-off, Recoveries, and Net Charge-off reports, Business Loan reports and monthly reports for the MRFCU board.
• Assists with the preparation of the quarterly 5300 report
• Back-up and train staff as necessary
• Assists with special projects, as necessary, related to profitability and implementation of new Accounting Standards.

Required education and experience

• Minimum of seven to ten years of senior management experience, preferably in a financial institution such as a credit union or bank.
• Bachelor's degree in accounting, finance, business or related field. An MBA and/or CPA is helpful but not required. MBA or CPA- equivalent relevant experience is a plus.
• Experience in financial institution accounting and financial management, including extensive supervisory and management experience. Solid knowledge of investment management, risk management, and Allowance for Credit Loss methodologies is required.
• Extensive experience working with regulatory agencies and external audit firms.

Salary Range: $28.00 - $35.00 per hour, Part Time

Send Resume to Michelle Singh at msingh@mrfcu.com.

MRFCU Universal Member Associate

MRFCU is an at-will employer. This position is in-person, part-time, Monday - Friday.
The MRFCU Associate handles many credit union duties in the course of a day without any one major focus; and utilizes a broad knowledge of credit union products and services, policies and procedures, rules and regulations.

Essential functions:
1. Interact with members and persons seeking membership in person, via telephone or email, in a professional manner, and
portray a positive image of the credit union.
2. Perform teller functions.
3. Assist and communicate with members and related 3rd parties on loan applications, delinquency and recovery.
4. In-branch and occasional off-site marketing.
5. Generate reports.
6. Juggle multiple priorities.

To be successful in this role, you will be:

• a team player and professional
• flexible.
• bondable.

You will have:

• teller and/or credit union experience (preferred).
• an aptitude for learning.
• Possess above average knowledge of fundamental mathematics, reading comprehension and written communication skills;
• telephone and computer skills.

Minimum High school diploma or equivalent required.

Salary Range: $25.00 - $29.00 hourly

Email resume to msingh@mrfcu.com

Branch Manager

Location: Troy, NY, In-person

Ready to take the next step in your banking career? Do you thrive on trying to improve everyone around you? Solving problems? Being a good listener? Are you a continual learner who wants an opportunity to help build the next, great, community financial institution?

NextStep Federal Credit Union is on the lookout for a great Branch Manager. No sales quotas, no branch accounting, no micromanaging – just an emphasis on building relationships, coaching employees, and guiding our members toward the products and services that can help them achieve their financial goals.

Immediate Responsibilities include:

• Answering inbound calls, providing information to and/or performing transactions for our members
• Assisting in-person members with transactions and questions
• Troubleshooting escalated Member Service Representative issues
• Scheduling of Branch Staff
• Training and coaching branch staff

Eventual Responsibilities include:

• Opening accounts, educating members on our products and services to help them select the best option to meet their needs
• Educating members on our loans, taking applications, and potentially closing loans
• Assisting members with accessing and/or using our electronic services
• Coordinating with Back Office and/or Management to solve more complex member issues
• Actively listening, improving our member’s experience and relationship, offering relevant products to help alleviate financial friction in our members lives
• Member & community outreach
• Working with Management to develop goals & strategies

Educational Opportunities:

• Certified Credit Union Financial Counselor training available, pay increase for becoming certified
• Other CUNA Certification training available if interested

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:
Monday to Friday
Weekends as needed

For more information or to apply click here.

Member Experience Specialist

Location: Troy, NY

Tired of high-pressure sales goals & quotas that make it difficult to deliver the high-quality service you strive to provide your clients? Lower your stress and get ready to do your best work at NextStep Federal Credit Union. We’re looking for a customer service focused problem solver to help us work toward our goals of improving the lives of the members who belong to our financial cooperative. No pushy sales, just a mandate to provide quality service, solve problems, and offer honest, helpful advice.

Come help us make a difference!

Immediate responsibilities include:

• Answering inbound calls, providing information to and/or performing transactions for our members
• Assisting in person members with transactions and questions
• Processing mail-in transactions
• Daily balancing of cash drawer and checks received
• Working together as a team to complete opening/closing procedures and daily branch tasks

Eventual responsibilities include:

• Performing account research for members, including debit and credit card transactions/declines
• Assisting members with accessing and/or using our electronic services
• Opening new accounts, and educating members on our products and services to ensure they are able to select the best option based on their needs
• Coordinating with the Branch Manager and Back Office staff to solve more complex member issues
• Discussing and educating members on our loan offerings, with the possibility of additional training to assist loan officers in taking new member loan applications
• Actively listening to help improve our member’s experience and relationship, offering relevant products to help alleviate financial friction in their lives

Educational Opportunities:

• Certified Credit Union Financial Counselor training available
• Other CUNA Certification training available if interested

No prior financial experience required, but a solid track record of delivering high quality customer service is a must. Near term room for advancement available to individuals who show a desire to learn & grow. Prior experience with Loans and Financial Products is a plus.

Job Type: Full-time

Benefits:

• 401(k) 6% Match
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Salary Range: $18.00 - $22.00 per hour, depending upon experience

For consideration, please email your resume to hr@nextstepfcu.org.

Chief Operating Officer

Reports to: Chief Executive Officer/Treasurer

Purpose:
Responsible for assisting ONE Credit Union’s Chief Executive Officer/Treasurer (CEO) in the overall management of the credit union. Has the direct responsibility for the administration and supervision of front-end and back-end operations and branch activities within established policies and guidelines.

Job Responsibilities:

• Assist in directing all credit union operations, which include planning, recommending, and implementing programs and policies, and providing general administrative direction.
• Serve as operations and strategic leader, and provides guidance to ensure key initiatives, program regulations, performance outcomes and operations are managed appropriately, in accordance with applicable local, state, and federal laws.
• Collaborates with the Management Team to synchronize tasks across the organization and direct prioritization by developing and implementing plans, policies, systems, processes and staff development to accomplish the vision and improve overall operations and effectiveness of the organization.
• Manage, develop, coach and retain a high performing staff. Evaluate performance of team members for execution of goals as well as compliance with company policies.
• Evaluate all areas of organizational performance by gathering, analyzing and interpreting data metrics: recommend improvements where needed
• Ensure that the CEO is kept fully informed on the conditions and operations of the credit union and of important factors influencing them.
• Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and to provide consistent quality service to members.
• Responsible for managing facilities, controlling facility costs and assisting in contract negotiations.
• Manage daily operation of credit union and establish office procedures.

Experience Requirements:
Minimum three to five years of management experience, preferably in a financial institution such as a credit union or bank.

Salary Range: $65,000 - $75,000

Email resume to Judy Holdren, Human Resource Officer at jholden@onecuny.com

Chief Financial Officer

Location: Rochester, NY

Reliant Credit Union, ranked one of Rochester's Top Workplaces six years in a row, is seeking a Chief Financial Officer to join our team!

As a member of the credit union’s Executive Team, the Chief Financial Officer (CFO) will report directly to the Chief Executive Officer (CEO) and plays a pivotal role in maintaining financial stability and ensuring the institution's long-term success. The CFO must possess strong financial acumen, leadership skills, and a deep understanding of the credit union industry and its regulatory environment. This is a strategic role, involved in oversight, strategy, review, analysis and reporting of all Reliant financial and accounting functions. Financial department oversight includes the following functional areas; Accounting, ALM, Investment Management, Data Analytics, Treasury Management, and Reporting. May also oversee other functional areas of the credit union based on additional experience and background.

As a Chief Financial Officer at Reliant, you will:

• Direct and monitor the accounting functions to ensure an effective accounting system that properly reflects the financial position of the credit union in accordance with law, regulation, and reporting requirements (including quarterly 5300 Call Reporting).
• Direct and monitor performance of finance functions including financial analysis of credit union operations, asset liability management, monthly reporting, development of budget, administration of the investment portfolio, and Mortgage secondary market strategy.
• Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances and provides recommendations for improvements.
• Identifies avenues for profit improvement and reducing costs. Provide strong leadership to the finance and accounting teams, fostering a culture of accountability, continuous improvement, and professional development.
• Oversee the annual budget process using a cross-department team approach including input from all areas of the credit union to implement strategies to attain the financial objectives.
• Oversee the investment portfolio, optimizing returns while managing risk exposure.
• Contribute to the development, implementation, and administration of policies and procedures.
• Be a part of the strategic planning team that sets long term strategic goals for growth and credit union future.

Requirements:

• A four-year degree in economics, business administration, accounting, finance, or related field. MBA preferred.
• 10 years’+ management experience in a financial service organization or related field.
• Credit union experience and CPA certification is desirable.
• Understands and follows expectations of Reliant’s culture, leading by example in the consistent demonstration of accountability, respect, and teamwork.
• Provides quality service and strives to exceed service expectations.

Physical Requirements:

• Use of keyboard, monitor, telephone, and other standard office equipment.
• Communicate effectively in person and via telephone, video conferencing, email, and written documents.
• Access document equipment and files above and below waist levels. Sit and/or stand for extended periods of time.

Candidates considered for hire are subject to credit and other employment reference checks.

Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer, AA Disability/Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department via phone at 800-724-9282 or email at careers@reliantcu.com.

For more information or to apply click here.

Full and Part Time Teller and Banking Positions

Location: Saratoga Springs, NY

The position is responsible for providing an exceptional in-branch member experience by handling every member need from sales to service. The objective is to ensure members are offered all the products and services that are appropriate given their financial needs and deepen existing relationships through a needs based selling approach and encourage them to use self-service transaction solutions including ATMs, on-line and mobile banking to enhance their service experience. Time spent in various aspects of this position will vary depending upon branch traffic and needs and the role of other teammates in the branch. The proportion of time spent on each will vary each day.

This position does not have lending approval authority. For more information or to apply click here.

Mortgage Loan Originator

Location: Saratoga Springs, NY

The Mortgage Originator will research and identify partners that can deliver quality residential loan applicants to the Credit Union. In addition, this role must maintain quality standards through proper loan review, attention to detail, and completion of all required steps in a timely and efficient manner. The Mortgage Originator works independently and uses his or her judgment and knowledge to identify and develop partner and member relationships.

Duties and Responsibilities:
Identifies potential mortgage business within assigned territory through seminars, Realtor’s, builders, new home communities and other entities.

Contacts, solicits and makes presentations at various locations relative to Credit Union products, services, mortgage loan programs, and other promotional activities.

Provides initial and ongoing on-site presentations, updates and information regarding the Credit Union’s loan programs, loan guidelines, loan processing and closing systems, technologies and practices.

Regularly schedules visits to obtain additional referrals and commitments for, and submission of, new loan applications.

Anticipates and responds to loan-level and systematic questions or concerns the applicant may have with respect to the Credit Union’s services or loan programs and escalates such matters in accordance with the guidelines and instructions provided by Management.

Identifies process improvements and workflow enhancements and communicates findings to third party vendors.

Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.

Stays abreast of industry developments including, but not limited to, changes in regulations, technology, etc.

Promotes and maintains a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management and vendors.

Performance is primarily based on member service levels, loan volume, and loan quality that will be measured by the chief executive officer.

Skills, Abilities and Qualities:
A minimum of 3-5 years of related experience at a credit union, bank, financial institution, or mortgage company.
Detailed knowledge of secondary market guidelines.
Complies with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Results driven, service oriented, self-motivated and able to work independently.
Trustworthy with the ability to maintain highest level of integrity and trust.
Proficiency in Microsoft Office, specifically Word, Excel, PowerPoint and mortgage software programs.

Salary Range: Salary plus Commission based on closed mortgage loan volume

For more information or to apply email: DonDenofio@SaratogaFCU.org ​​

Vice President of Marketing and Communications
Headquarters: Massena, NY
Full-Time

SeaComm Federal Credit Union ($792M, Massena, NY) is looking for an experienced and highly motivated individual to join its Senior Leadership Team as Vice President of Marketing and Communications, replacing a long tenure retiring VP. The successful candidate will provide staff direction, while fostering a culture of innovation within the marketing department. They will be responsible for developing, implementing, and overseeing all marketing and communication initiatives for the credit union, focusing on continued brand awareness and future development, enhancing online presence while, supporting a multi-brand marketing strategy.

Directly reporting to the President and Chief Executive Officer, the key functions include, but are not limited to:

• Will be instrumental in building upon the credit union’s competitive position in all marketing (print and digital) and business development strategies, including analysis of competitive products and services, marketing initiatives with budgets, pricing and distribution.
• Develops, proposes for, and implements strategic plans designed to meet the short and long-term marketing and organizational objectives.
• Promotes the brand of the credit union. Oversees special events, including, but not limited to branch openings and the annual meeting.
• Creates a highly integrated communications plan to ensure a meaningful message for all products and services to members, at the right time and through multiple channels. This will be directed at external and internal stakeholders.
• Will ensure that all creatives that have a significant impact on the credit union brand meet the highest of standards.
• Leads a management team, which develops and ensures an integrated strategy that tells the credit union story and value proposition in a way that is engaging to the membership as well as staff. Provides short and long-term goals and objectives for the marketing team.
• As a member of the Senior Leadership Team, the selected candidate will participate in ongoing strategic discussions, succession planning, develop and manage the annual budget for the department, create and follow an approved marketing business plan and serve on various committees as needed.
• Responsible for compilation of member opinions and need through various avenues such as surveys and focus groups; completes and analyzes reports on a regular basis concerning marketing issues.
• Hires, schedules, trains and monitors the work of direct reports. Conducts performance reviews and allocates resources to meet department operational needs.
• Participates in governmental affair events, along with professional development activities.
• Travel as required.

The ideal candidate with a passion for the industry, will have a minimum of eight to ten years of experience in a similar senior management or related role. Minimum of a bachelor’s degree in marketing or a related field.

Annual incentive available. An attractive benefits package is offered, as well as an excellent working environment. Actual starting salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable laws.

SeaComm Federal Credit Union located in the beautiful St. Lawrence Valley of Northern NY, was founded in 1963, proudly serving over 55,000 members in nine northern New York and western Vermont counties, and has been recognized as a Best Company to Work for in New York for 10 consecutive years and is a Great Place to Work certified.

SeaComm is an Equal Opportunity/Affirmative Action Employer. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Salary Range: $120,000 - $165,000

Apply Here

BSA & Fraud Analyst
Location: Medford, NY
Salary Range: $65,000 - $75,000

The Fraud & BSA Analyst is responsible for managing daily tasks associated with fraud protocols to ensure all regulatory expectations are met and fraud losses are minimized as well as supporting all aspects of BSA/AML/OFAC compliance, including transaction monitoring, sanctions screening, SAR filing and CTR processing.

For more information or to apply.

Lead Collections Representative

Location: Medford, NY
Salary Range: $23.00 - $26.00 hourly

The Lead Collections Representative will be responsible for providing support to the Collections Representatives and assisting the Collections Supervisor with the daily operations of the Collections Department.

For more information or to apply.

Accounting Manager

Location: Medford, NY
Salary Range: $95,000 - $105,000

The Accounting Manager assists the controller by ensuring compliance with general accounting principles and adherence to governing rules and regulations by compiling and analyzing data, and timely and accurate reporting.

For more information or to apply.

Staff Accountant
Location: Medford, NY
Salary Range: $28.00 - $35.00 hourly

The Staff Accountant ensures the accuracy of the general ledger at Suffolk Credit Union. You will be responsible for posting and reconciling activity while ensuring timely and accurate financial reporting to internal and external contacts.

For more information or to apply.

Compliance Analyst
Location: Medford, NY
Salary Range: $60,000 - $75,000

As the Compliance Analyst you will be responsible for Monitoring federal and state regulations and compliance trends, including but not limited to mortgage lending regulations (SAFE Act), record retention, determine how changes and trends may affect the credit union and facilitates the implementation of actions to reduce risk and remain compliant.

For more information or to apply.

Learning Content Creator
Location: Medford, NY
Salary Range: $70,000 - $ 80,000

The Learning Content Creator creates educational materials for various subjects or skills, including manuals, guides, presentations, videos, and interactive modules. Responsibilities include conducting research, designing curriculum, writing engaging content, and collaborating with subject matter experts and instructional designers to ensure materials meet learning objectives. Strong communication skills, attention to detail, and the ability to adapt content for different learning styles is essential.

This role is integral to our mission of continuous growth and development, focusing on the creation and delivery of training programs necessary for the effective use and understanding of our new core banking software platform. The ideal candidate will have a strong background in instructional design, training facilitation, and a passion for promoting an inclusive and innovative organizational culture.

For more information or to apply.

Commercial Lending Relationship Manager
Location: Medford, NY
Salary Range: $120,000 - $125,000

 The Commercial Lending Relationship Manager promotes development and fosters business lending relationships for small business and lower middle-market firms for Suffolk Credit Union.

For more information or to apply.

Consumer Loan Processor & Servicer

Location: Medford, NY
Salary Range: $22.00 - $24.00

The Loan Processor & Servicer reviews all consumer loan applications, which includes direct auto, personal, personal line of credit, and credit card loans for accuracy and completeness. Ensures direct and indirect loan supporting documents are correctly submitted to adjust and/or service the loan with accuracy and completeness while adhering to policy and procedure.

For more information or to apply.

Accounting Clerk

Location: Flushing, NY
Benefits: 401K with employer match, holiday and vacation time and competitive health, dental and vision plan.

Duties:

• Communicate with employees to assure positive and clear understanding of credit union goals and direction.
• Accounting department; general ledger and reconciliations, accounts payable, expense reimbursement, compliance to GAAP generally accepted accounted principles, related regulations and credit union policies and procedures.
• Develop, recommend and maintain accounting policies, procedures and internal financial controls.
• Maintain and reconcile bank accounts.
• Maintain and reconcile investment accounts.
• Maintain accurate records on all credit union assets, liabilities, income, and expenses.
• Prepare audit documentation and assist internal and external auditors with requests.
• Assist as back up to EOD/ EOM/EOQ processes.
• Assist in establishing and implementing credit union goals and objectives.
• Prepare department budget within area of responsibility to assure adherence.
• Communicate with employees to assure positive and clear understanding of credit union goals and direction.
• Cross sell credit union products and services, as appropriate.
• Meet Core Competency requirements.
• Minimum 2 years of accounting
• Proficient in Excel
• Performs additional duties as assigned

Qualifications:

• Education/Certification: Bachelor’s degree in Accounting preferred; or a comparable combination of education and experience.
• Required Knowledge: Thorough knowledge of accounting principles.
• Experience Required: Experience using P.C. based accounting software,
• Advanced level Microsoft Excel/Word, Adobe Acrobat, SQL database
• Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent written and verbal communication and analytical skills.

Interested applicants should send their resume to HR@tpfcu.net

Visions Wealth Management Coordinator

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like…

• Pension Plan, 401k Plan, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Wellness program
• Tuition reimbursement
• Student loan repayment
• Employee recognition program
• Educational incentives ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Visions Wealth Management Coordinator 

Position Type: Full-Time. Regular shifts include Monday - Friday 8:00am-5:00pm.

Compensation Range: $28.00/hr. - $36.50/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: 24 McKinley Ave., Endicott, NY 13760

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position. If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities/Duties:

Research, implement and administer diversified financial and special administrative services to members, strategic partners, and other organizations.

Minimum Qualifications & Experience:

• An associate degree with 1-3 years of relevant experience; 3-5 years of relevant experience may be considered in lieu of a degree.
• Specialized knowledge in the insurance industry.
• Life, Accident & Health license.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.

Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Bachelor’s degree preferred.
• Specialized knowledge in the securities industry.
• Series 6 and 63 securities licenses (7/65/66 preferred).

We're more than banking. You can be, too. #ClaimYourSeat - Apply here

AVP - Chief Audit Executive

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like…

• Pension Plan, 401k Plan, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Wellness program
• Tuition reimbursement
• Student loan repayment
• Employee recognition program
• Educational incentives ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: AVP - Chief Audit Executive (CAE)

Position Type: Full-Time. Regular hours include Monday to Friday 8:00AM – 5:00PM

Compensation Range: $180,000/Yr. - $215,000/Yr.

*Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Headquarters – Endwell, NY

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position.

If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities/Duties:

Management/Supervisory Committee Duties:

• Responsible for maintaining strong open communication with the management team, keeping them informed of potential audit and internal control issues.
• Acts as the intermediary between management and external auditors/examiners, and Supervisory Committee.
• Develops meeting training schedule for the SC and overseeing reports for the Supervisory Committee and is responsible for education and translating of material presented to the SC committee.
• This role maintains functional knowledge of risk indicators and communicates opportunities with the SC committee and leadership.
• Is responsible to have day to day awareness of Audit functional areas.
• Responsible for oversight of IT audit functions and development of the team.

Auditing Responsibilities:

• Prepares and administers the execution of the Risk Based Audit Plan Schedule.
• Oversees the performance of audits in all operations of the credit union according to the Risk Based Audit Schedule Plan.
• Responsible for all internal auditing activities including staff selection and development of training programs.
• Oversees the review and evaluation of information produced by the credit union for accuracy and reliability. This includes a strong understanding of Asset Liability, Liquidity Risk, & Interest Rate Risk.
• Reviews the minutes of the Board of Directors and all committees appointed by the Board of Directors that the policies and actions of the Board are being carried out.
• Determines the effectiveness of the internal control structure and recommends changes for new or improved internal controls to eliminate operational weakness and prevent fraud.

Compliance Responsibilities:

• Oversees the performance of compliance reviews based on the Risk Based Audit Schedule.
• Strong understanding of regulations and best practices.
• Works with the Compliance department on risk assessments and conducts periodic testing of compliance areas according to the annual schedule.

Investigative Responsibilities:

• Investigates any significant violation, defalcation, or abuse of Credit Union business practice, policy, or procedure and/or regulation by employees.
• Prepares documentation and a report for the President/CEO to make decisions regarding disciplinary or legal action or to assist police agencies, attorneys or bonding companies recover or apprehend individuals.
• Acts as focal point for receipt and logging of member complaints received by the NCUA and those addressed to the Supervisory Committee.

Minimum Qualifications & Experience:

• Bachelor’s degree in business administration or auditing discipline expected with 5 years of relevant audit experience.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.

Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience. Preferred Qualifications & Experience:

• 5 years or more of direct employee management experience.
• Industry recognized certification such as compliance, risk, or internal audit.

Salary Range: $180,000/Yr. - $215,000/Yr.
 *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills* 

Apply online

BP Process & Data Analyst I - Endwell NY

Responsibilities/Duties:

• Conduct research on existing processes and procedures and validate understanding with process owners over requirements, compliance, feasibility, existing state, and desired future state implementation.
• Maintain project scope to assist in the successful delivery of initiatives to production.
• Work with project clientele, sponsors, and assigned staff.
• Assess assigned work tasks and provide timelines, delivery estimates, and status updates to direct management.
• Maintain compliance with SOPs and change management procedures.
• Maintain department metrics of time savings, cost avoidance, and feature enablement.
• Monitor and evaluate programs to determine effectiveness and propose enhancements.
• Generate process flows via Microsoft Visio or other flow-charting tools.
• Create, review, and enhance business requirements, value calculations, user guides, and other necessary documentation.
• Provides departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications & Experience:

• An associate degree required with 1-3 years of related process improvement experience. 3-5 years of relevant experience will be considered in lieu of a degree.
• Competency in project management and process re-engineering using a combination of related tools and other technologies is expected.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience: 

• Bachelor’s degree preferred.
• Certification in Lean Six Sigma Green Belt or equivalent.
• Symitar infrastructure or other financial industry core platform.

Salary Range: $28.00 to $36.50 an Hour

Apply Here: https://www.visionfcu.org/careers

BP Process and Data Analyst II - Endwell, NY

Responsibilities/Duties:

• Conduct research on existing processes and procedures and validate understanding with process owners over requirements, compliance, feasibility, existing state, and desired future state implementation.
• Maintain project scope to assist in the successful delivery of initiatives to production.
• Work with project clientele, sponsors, and assigned staff.
• Assess assigned work tasks and provide timelines, delivery estimates, and status updates to direct management.
• Maintain compliance with SOPs and change management procedures.
• Create data reports and reporting tools.
• Write SQL queries and stored procedures.
• Maintain department metrics of time savings, cost avoidance, and feature enablement.
• Monitor and evaluate programs to determine effectiveness and propose enhancements.
• Generate process flows via Microsoft Visio or other flow-charting tools.
• Create, review, and enhance business requirements, value calculations, user guides, and other necessary documentation.
• Provides departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.

Minimum Qualifications & Experience:

• Bachelor’s degree and 1-3 years of related process improvement and data analysis experience is expected, 4-6 years of relevant experience are required without a degree.
• Competency in project management and process re-engineering using a combination of related tools and other technologies is expected.
• Competence with relational databases and SQL is expected.
• Proficient in the Microsoft Office Suite programs, including Visions.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Certification in Lean Six Sigma Black Belt or equivalent.
• Symitar infrastructure or other financial industry core platform

Salary Range: $65,000 - $90,000 a Year

Apply Here: https://www.visionsfcu.org/careers

Network Administrator - Endwell, NY

Responsibilities/Duties:

• Administer, monitor, maintain, upgrade, and troubleshoot existing network infrastructure across development, testing, and production environments.
• Monitor wide-area network reliability and perform network analysis to ensure optimum performance.
• Must have the ability to recognize, isolate, research and resolve complex connectivity problems involving WAN/LAN network topologies.
• Perform required software patches to network equipment while working within the constraints of maintenance schedules (may require after-hours support).
• Perform root cause analysis of network related issues and ensure problems are corrected in an expedient manner with minimal cost and interruption to the credit union.
• Maintain up-to-date knowledge of network services and common networking protocols.
• Work with Systems Administrators to establish communications between server systems and network infrastructure.
• Assist with setting up user access to appropriate network resources.
• Assist with planning and testing of Disaster Recovery Plan and help support recovery sites.
• Handle calls after hours regarding problems of an operational nature. Advise on the course of action to take and report to work if necessary.
• Has the ability to make calculated decisions based on risk while exhibiting patience and great attention to detail.
• Work in conjunction with hardware and vendor support teams.
• Perform monthly metrics related to bandwidth utilization.
• Daily monitoring and maintenance of the data recovery/backup infrastructure to include adding, modifying, and deleting jobs or processes to ensure that data is protected in accordance with the organization’s standards.
• Complete configuration reviews based on the industry’s best practices and internal practices, guidelines, standards, procedures, and our policy.
• Gather information for system audits.
• Maintain comprehensive knowledge of change-management processes.
• Prepare written reports and make presentations as appropriate.
• Create insightful dataflow diagrams to display logical system functionalities.
• Create, review, or alter proposals for system implementation.
• Develop technical documentation, manuals, and IT procedures.
• Provide departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications & Experience:

• Bachelor’s degree and 1-3 years of relevant experience is expected, 4-6 years of relevant experience are required without a degree.
• Strong technical skills, problem-solving abilities, and excellent communicational skills are essential.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience: 

• Industry standard certificates related to Networking.

Salary Range: $65,000 - $75,000

Apply Here: https://www.visionsfcu.org/careers

Senior Software Developer - NY, NJ, or PA

Responsibilities/Duties:

• Design, build, program, test, and deploy code using multiple languages.
• Lead software development efforts ensuring thorough testing, data integrity, and adherence to documentation standards.
• Respond to outages or system-level events/emergencies outside of business hours.
• Ensure security and compliance in coding practices.
• Design and develop continuous integration and delivery pipelines.
• Execute strategic initiatives, analyzes workflows, and implement development solutions for process improvement.
• Manage cross-functional projects to enhance efficiency and improve member experience.
• Create and maintain the software development roadmap.
• Is adaptable to changes, comfortable with competing demands, and responds to unexpected events in a timely and objective manner.
• Execute strategic initiatives, analyzes workflows, and implements development solutions for process improvement.
• Demonstrate proficiency in building strategic work relationships, decision-making, planning, adaptability, and technical knowledge.
• Participate in training for coding languages, tools, and best practices.
• Stay abreast of industry trends and adheres to system ownership principles.
• Guide, mentor, and motivate teams (including junior developers) in daily tasks and development duties.
• Provide departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications & Experience:

• Bachelor’s degree in computer science or relevant professional certificates/experience.
• Minimum 3 years of industry experience in programming, SQL, relational databases, and software development.
• Proficient in the Microsoft Office Suite programs.
• Familiarity with PowerShell, Visual Studio Code and Linux Command Line.
• Proficient with developer repository tools (e.g., Github, Azure DevOps, Gitlab) and 3+ years of git version control.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

•  5 years of industry experience in programming, SQL, relational databases, and software development.
• Familiarity with DevOps tools (Jenkins, TeamCity, Azure DevOps, Gitlab, etc.).
• Cloud development certifications (Azure/AWS/GCP development)
• Symitar engineering or other Financial Industry Core platform engineering experience is a plus.

Salary Range: $95,000 - $135,000 a Year

Apply Here: https://www.visionsfcu.org/careers