Tri Boro Federal Credit Union is Hiring!
Join our Team!
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
Director of Compliance/Internal Auditor/Bank Secrecy Act Officer/Employee Training - Munhall
Full Time position in our Munhall, PA branch
401K, Dental, Life, Medical, & Vision
Responsibilities:
- Maintain assigned Internal Auditing Schedule
- Maintain compliance training for all departments
- Maintain all duties of Bank Secrecy Act Officer - completion of government transaction and suspicious activity report filings and agency record reconcilement.
- Maintain Supervisory Committee and Third Party Auditing work assignments and interaction
- Requires the ability to maintain a professional relationship with management, staff, and members through ongoing interaction
- New employee job training
- All other duties as assigned, which include receptionist duties, assisting with resolution and investigation of teller outages and member complaints.
Qualifications:
- Requires related experience of 2-5 years
- Microsoft Office experience with proficiency in Excel and Word required
- Ability to prioritize and multitask
- Strong organizational skills
- Deadline and detailed oriented
To apply: Send resume to careers@triboro-fcu.org
Director of Marketing & Business Development - Munhall
Full Time position in our Munhall, PA branch
401K, Dental, Life, Medical, & Vision
Director of Marketing & Business Development is responsible for maintaining and creating marketing material, marketing campaigns, and quarterly newsletters. Also important is website maintenance, phone system and announcements, marketing on hold, and member access products and services as assigned.
Responsibilities:
- Maintain & update Website and chat feature
- Create Newsletters, Statement messages, Hospital Ads, Lobby Ads
- Create a yearly marketing plan
- Maintain lobby and office material and brochure displays in a professional, fully stocked and organized manor
- Coordinate, assist in, facilitate, and attend, credit union functions as assigned
- Identify advertisement opportunities, event sponsorship and attendance opportunities, along with assisting other employees assigned with related tasks
- Act as the credit union liaison to identify market related product and service demands for new product and services offerings, and current product and service adjustments
- Maintain sponsorship and advertising request reports and ensure the coordination and completion of board and management approved request
- All other duties as assigned which include receptionist duties
Qualifications:
- Requires related experience of 2-5 years
- Microsoft Office experience with proficiency in Excel and Word required & Adobe photoshop
- Requires professional, well-developed interpersonal skills necessary for communicating with co-workers, vendors, organizations, associations, members, and potential members
- Requires an individual that is extremely reliability, mature, ready, willing and able to be multi-task oriented, organized, flexible, and dedicated to a high-level self-sufficient employment role
- Requires the availability and cooperation to attend conferences and training seminars along with additional schooling including overnight travel, evenings, and weekends
- Ability to prioritize and multitask
- Strong organizational skills
- Deadline and detailed oriented
To apply: Send resume to careers@triboro-fcu.org
Member Service Representative – Munhall & McMurray
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 certificates, opening & closing accounts, IRA's, etc.
- Troubleshoot and resolve problems and/or technical issues and concerns
- Handle all member inquiries and complaints in person, by phone, or electronic access
- Travel to 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
Assistant Member Services Manager - Munhall
401 K, Dental, Life, Medical, Vision
Full time position
The Assistant Member Services Manager position will support our VP of Member Services by overseeing daily operations, supervising staff, and ensuring members are taken care of.
Responsibilities:
- Strong leadership and conflict resolution abilities
- Balancing the branch with cash, checks, and mobile banking
- Help maintain/track staff responsibilities, Credit Union compliance as well as keeping up with the ever-changing financial environment
- Maintain a professional relationship with Members as well as employees
- Assisting with Scheduling/Coverage issues
- Be able to resolve issues without supervision
- Assist members and staff with instances of fraud, identity theft, etc.
- Accurately perform all teller and member service transactions such as deposits, withdrawals, shared certificates, opening & closing accounts, IRA's, debit cards, etc.
- Sign members up for online/mobile banking as well as assist when issues arise (reset password, questions, etc)
- Perform as well as assist staff with Estate Accounts, Death Claim Issues and Business/Organization Accounts and problems.
- 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
- 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 branch locations, as needed
Qualifications:
- Previous experience in customer service, banking, or cash handling experience of 2-5 years
- Efficient with Microsoft products such as word and excel
- Ability to build rapport with our members
- Ability to prioritize and multitask with time-management abilities
- 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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