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

Teller-Float

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 branches!

Teller-Float

At HRCCU, our number one priority is to make our “Members Lives Better.” Work in a fun atmosphere where you collaborate with your co-workers to provide outstanding member service.

What you will be doing:

You will have the opportunity to assist members at our branch with a wide variety of banking transactions. Our representatives provide banking support, resolve member concerns and explain credit union products and services throughout the day.

What you will bring to the table:

We are looking for applicants who have experience and enjoy working with the public. Proficient in Microsoft Office products. Previous credit union or banking experience a plus.

Where you will be working:

The Teller will float to our four branch locations: Glens Falls, Hudson Falls, Corinth, and Cohoes.

Looking for: Full-time ~36-38 hours per week, including a Saturday shift rotation.

Pay rate: $17.00 to $19.00 per hour.

What perks you will receive as full-time:

• 401K with matching contribution up to 10%
• Medical, dental, vision, flex spending accounts, health savings accounts
• Life insurance, short term and long term disability plans
• Generous paid time off, including birthday off and additional 12 observed holidays
• Gym reimbursement and wellness program
• Internal and external training, including certification and tuition reimbursement
• Community Volunteer initiatives
• Career growth & advancement opportunities

**Apply online at https://www.hrccu.org/about/careers/**

If you are unable to complete this application online due to a disability, please contact Human Resources at humanresources@hrccu.org

HRCCU 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 paste the following link into your browser. http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf.

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.

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 grantmak-ing 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 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