Credit Union Job Opportunities

TITLE: 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

Contact Sam Scro, samscro@auburnfcu.com to apply.

SVP, Cheif Financial Officer

Location: Hartford, CT

Are We the Place for You?
Hartford Federal Credit Union ($150M, Hartford, CT) is a community-chartered credit union serving all of Hartford, Middlesex, and Tolland counties. With four branches serving over 14,000 members across a 3-county region, Hartford FCU boasts an expansive field of membership.

Since 1961, Hartford FCU has been serving its members' financial needs. We have dedicated more than 60 years to providing members with diversified, high-quality, and competitively priced financial products and services. The Credit Union is in exemplary financial condition with strong ROA and net worth over 12%. This positions us well for growth today, tomorrow, and beyond. We are proud of our legacy of service and success and have been recognized with a 5-star rating by BauerFinancial for exceptional performance as a safe, financially sound credit union for 33 consecutive years!

We reward our employees for their hard work, offering exceptional benefits and growth opportunities for our 35 team members. Hartford FCU is a great place to build a career.

Is This the Career for You?
Our SVP-Chief Financial Officer (CFO) will be highly analytical, possess strong technical expertise-- including risk management skills-- and enjoy working collaboratively. The CFO oversees finance and accounting operations, as well as the IT Department. This involves directing all accounting and finance-related activities for the Credit Union, managing the accounting and support staff, and ensuring the Credit Union is appropriately managing cybersecurity, IT vendor contracts, disaster recovery plans, and risk. A strong working knowledge of GAAP is required. In alignment with the strategic plan and regulatory obligations, collaborating with the President & CEO and the Executive Vice President (EVP), this key leader will manage the Credit Union’s investment portfolio, asset/liability management system, and all financial reporting and analysis.

The CFO will ensure compliance with regulations and legal requirements for the reporting and management of all financial activities. The CFO will be responsible for the preparation of the annual budget, financial reports, call reports, and other miscellaneous reports including financial analysis. This position requires initiative, candid communication, strategic vision, and the ability to execute. The CFO collaborates with staff at all levels and the Board of Directors.

This is the ideal role for a strategic financial leader who collaborates with others to develop and execute effective strategies, actions, programs, and processes that will help Hartford FCU achieve its business objectives. The CFO should be a solutions-based, team player who will use their role to research, evaluate, recommend, and implement financial/accounting solutions and opportunities for growth.

The ideal candidate will have a desire for career advancement and seek to play a key role in Hartford FCU’s long-term succession planning.

Help Us Get to Know You
If this sounds like your next career step, submit your resume or link to your LinkedIn profile that shows 7+ years of progressively responsible 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. Candidates should also have extensive experience working with regulatory agencies and external audit firms. Qualified applicants must have a bachelor’s degree in accounting, finance, or a related field. An MBA and/or CPA is a plus.

Salary Range: The target salary for this role is approximatley $150,000 annually.

Apply Now

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. To read the It's The Law Poster regarding EEO please copy and paste the following link into your browser. http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf.

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.

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

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.

CEO - Chief Executive Officer

Responsibilities include but are not limited to:

• Leading, guiding, and coaching a dedicated staff with an emphasis on providing the highest quality of member service
• Develop, recommend and implement financial policies and procedures
• Oversee accounting and all reporting activities
• Ensure that all staff and board members remain current on all policies, laws and guidelines applicable to credit unions
• Plan and oversee payroll and the employee benefits programs
• Recruit, retain and develop staff
• Conduct business development activities to promote growth and development of the credit union
• Responsible for ensuring the credit union engages in regular strategic planning to ensure the future success and viability of the credit union

Qualifications:

• Minimum 7-10 years of leadership experience in the credit union or community banking industry
• Bachelor’s degree in Business, Finance, Marketing or related field
• Excellent communication, customer service and interpersonal skills
• Business management experience with strengths in lending, accounting, finance and marketing
• Strong board and community relations experience

Salary Range: $150,000 to $ 165,000

For more information or to apply click here.

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 ​​

Visa Credit Card Coordinator

Salary Range: $47K-$52K

1. Assumes responsibility for ensuring that professional business relations exist with members, vendors, and trade professionals.
a. Represents the Credit Union in contacts meetings with Visa and BIN management, digital wallets, Co-Op, the core and other vendor or business professionals associated with card processing, plastic production and rewards.
b. Reviews and manages card vendor inventory, billing, and expenses. This includes card production and inventory expense, card fraud and bond claim deductibles and card processing expenses.

2. Assumes responsibility for the effective and efficient completion of credit processing functions.
a. Leads or monitors all card processing projects, conversions, portfolio revisions or software upgrades.
b. Ensures that card processing functions are completed in accordance with established policies, procedures, regulatory and compliance requirements.
c. Researches card problems related to member's accounts and handles inquiries, errors, changes in limits, additions to or deletions of authorized card users, processes appropriate written notices to confirm changes and authorizations.
d. Updates member account files, processes file maintenance requests, such as name/address/phone/email changes, restricts usage, replacement cards following travel notes and card account closures.
e. Reviews, monitors and saves daily and monthly reports for card maintenance and transaction activity, including but not limited to: Adjustments, New Cards Issued, Expired Cards, Reissued cards, Exceptions.
f. Performs regular database maintenance and purges all inactive accounts/files.
g. Assists the Accountant responsible for balancing the card programs and rewards in identifying and researching all outstanding issues.
h. Performs and assists with complex or sensitive card processing functions, online access, or digital wallet issues.
i. Understands STIP (Stand-in Processing) protocols and GCAS (VISA Global Customer Assistance Services) for Emergency Card Replacement & Cash requests.

3. Responsible for support of Visa Consumer Credit Instant Issue programs.
a. Reviews daily reports that include negative accounts with review debit activity, review of transactions for chargeback rights, closed accounts, charged-off accounts and Co-Op reports for new cards and limits review.
b. Instant Issue resource for branch problems. Manages Card Inventory, Supply Ordering, Monitoring and Balancing End of Month.

4. Manages credit card related responsibilities and processes.
a. Administers card programs and notices required for rate changes due to prime rate change or credit score change with a limit increase request.
b. Ensures compliance for branch Visa Cash Advance terminals yearly through PCI Vendor. Acts as contact for equipment issues, upgrades, and supplies.
c. Reviews Credit Balance Report monthly and take action to transfer/refund the balance.
d. Processes rewards credits.

5. Responsible for support of the VISA Consumer Credit Card program.
a. Processes lender approved new credit card account(s) and complete authorized credit limit adjustments.
b. Processes Balance Transfers and Product Transfers when cardholders open new credit card including monitoring the previous account for activity, transferring the balance to the new account, and closing the previous account.
c. Processes ACH payment requests, one-time and recurring, and reviews daily ACH payment report looking for out of norm patterns.
d. Researches member inquiries regarding card and account statements, disputes, interest, rewards, and monetary adjustments and accurately performs transaction maintenance that may include interest or late fee refunds or reward adjustments.

6. Process all (Fraud & Non-Fraud) disputes and chargebacks for Visa Card program cards.
a. Answers member questions regarding chargebacks and disputes that may lead to difficult and direct conversations. Ensures member information and documentation is received and filed.
b. Follows the debit chargeback process, necessary documentation, and time frames for completion.
c. Processes dispute forms in Co-Op Springboard.
d. Review and process daily reports for disputes, credit adjustments and discrepancies in chargeback


Qualifications:
Associates degree preferred but not required.
NMLS preferred.
Knowledge of credit and debit card processing including Visa rules, rewards, fraud, chargebacks, disclosures, regulations, statements, compliance, digital wallet, BIN, and portfolio management.

For more information or to apply

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