Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.
- Maintain all assigned accounts such that they are always in balance and current within set timelines.
- Produce accurate and efficient work results while meeting deadlines.
- Provide informed and professional assistance to others in credit union regarding accounting and Accounting/Finance
- Keep management informed regarding key operating issues affecting the department.
- Ability to work with leaders, executives and staff.
- Attention to detail and data entry skills.
- Technologically savvy and willing to use technology to improve/streamline Accounting Processes
- Proactively seeks opportunities to fulfill the Internal Service Missions of the department and the credit union.
- Must have flexibility to deal with changing work hours and locations as needed.
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.
- Demonstrates the following competencies:
- Quality of Work - Quality consistently within accepted standards. Errors and mistakes may occur but are rare, not excessive and are corrected in a timely manner. Quality work is demonstrated.
- Teamwork – Functions as a valuable team member. Provides support, contributes suggestions, cooperates in problem solving activities, and is responsive to others. Team outcomes are positive.
- Dependability – Can be counted on to complete assignments correctly and in a timely manner. A few exceptions may occur.
- Adaptability – Not resistant to change. Adapts to many situations requiring a detour from established procedures if given reasonable time to adapt.
- Attention to Detail – Accuracy and attention to detail. Assignments are completed correctly with very few mistakes. Quality standards are maintained. Grammar, spelling, and punctuation are accurate.
- Communication – Effective communication skills are required.
- Problem Solving – Identifies most problems. Works to find solutions and ensure that problems are solved in a timely manner.
- Productivity – Produces required amount of work. Values company time and resources, and usually meets schedules and deadlines.
- Time Management – Self-directed, requiring no supervision to complete tasks or assignments. Utilizes time effectively.
- Cooperation – Cooperative and willing to support productive and positive relationships with colleagues, support staff, members and management. Communicates and shares information, materials and curriculum when requested. Willing to share in the work load.
- Creativity – Demonstrates an aptitude for generating new ideas, processes, actions or solutions. A good number of original, useful and appropriate ideas have been generated. Has the ability to disregard assumptions and imagine new possibilities.
- Project Management – Familiar with prescribed project guidelines. Usually designs and implements project plans successfully. Works to communicate well with participants and management. Final product usually meets specifications and deadlines. Minor deficiencies may exist but are not of major consequence.
- Research Skills – Successfully gathers applicable, related information, analyzes components affecting a situation or problem, and draws appropriate conclusions. Research techniques conform to organizational standards and procedures. Communicates with sources of research material. Able to provide good written or oral summaries of research results.
- Analytical Skills – Superior analytical skills are required. Data is collected and used to solve problems. Suggestions and plans support organizational goals. Observation and evaluation skills are exceptional.
Physical Requirements
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.
- Ability to move or transport up to 25 pounds.
- Able to remain stationary for 2-4 hours at a time.
Work Environment
- Must maintain a neat and orderly work area.
- Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
- Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.
Education and Experience
- Five to eight years similar or related experience
- A two-year Accounting related college degree, or (2) completion of an Accounting relate specialized certification or licensing, or (3) completion of specialized training in Accounting related courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program
- Advanced skills in Microsoft Word, Excel, Adobe and Outlook
- Host software (Symitar) experience preferred
- Knowledge of Generally Accepted Accounting Principles.
- Knowledge of regulatory reporting requirements for financial institutions.
Qualifications
Education
Required
- Associates or better in Business Economics or related field.
Experience
Required
- 5-8 years: Similar or related experience
- A two-year Accounting related college degree, or
- completion of an Accounting relate specialized certification or licensing, or
- completion of specialized training in Accounting related courses conducted by vendors, or
- job-specific skills acquired through an apprenticeship program
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
