Tri Boro Federal Credit Union is Hiring!
Join our Team!
Assistant Controller
Full Time position in our Munhall, PA branch (non-remote)
401k, Dental, Life, Medical, & Vision
Responsibilities Include:
- Assist the Controller with the management of all financial and accounting activities within the Credit Union in accordance with established policies, procedures, and regulatory requirements
- Assist in the completion and maintenance of all financial reporting including but not limited to monthly- end, Board reports, Asset Liability Management reports, and Current Expected Credit Loss (CECL)
- Analyze financial data to identify trends, variances, and areas of improvement
- Assist in developing, maintaining, and implementing policies, procedures, processes and internal controls related to operational and accounting functions.
- Oversee the month-end closing process including the review of financial statements, general ledger accounts, accruals, prepaids, and reconciliations
- Assist in managing the Credit Unions liquidity to ensure levels are maintained to adequately meet demand
- Oversee all vendor and operational expenses evaluating to ensure expenses are in accordance with accepted and approved proposals, contracts, and agreements
- Complete and maintain required departmental annual vendor due diligence requirements.
- Manage all required tax reporting, including coordination and proof review of member 1099 and 1098 tax documentation
- Assist in the management of the Credit Union’s Investment Portfolio
- Provide support with annual and regulatory audits and exams assisting in the collection of requested documentation
- Cross train to backup departmental work
- Provide support and manage departmental workflow as needed for completion and accuracy in all accounting departments areas
- All other duties as assigned
Qualifications:
- 5-10 years of related experience in accounting or finance, preferably in the credit union or banking industry
- Bachelor’s Degree in accounting required
- Clear understanding of GAAP and general accounting principles
- Proficient in Microsoft Excel and Word
- Strong analytical and problem-solving skills along with attention to detail and accuracy
- Well organized with the ability to prioritize and multitask to meet deadlines
- Ability to work independently and collaboratively within a team environment
To apply: Send resume to careers@triboro-fcu.org
Member Service Representative - Munhall
401 K, Dental, Life, Medical, Vision
Full time position
The Member Service position will be responsible for serving our members daily by opening new accounts, processing transactions, cross selling our products and services, and resolving technical issues.
Responsibilities:
- Develop and maintain a knowledge base of the current and evolving products and services
- Properly identify members or potential members and document and update member records based interactions
- Cross-sell products and services by providing information about the product
- Accurately perform teller and member service transactions such as deposits, withdrawals, shared ceritifcates, opening & closing accounts, IRA's, etc.
- Troubleshoot and resolve problems and/or technical issues and concerns
- Handle all member inquires and complaints in person, by phone, or electronic access
- Travel to other all other branch locations, as needed
Qualifications:
- Previous experience in customer service, banking, or cash handling experience of 2-5 years
- Ability to build rapport with our members
- Ability to prioritize and multitask
- Ability to perform your work accurately in accordance with policies and procedures
To apply: Send resume to careers@triboro-fcu.org
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