Chief Financial Officer
Houston, TX
Role:
Reporting directly to the President/CEO, this individual will manage the accounting and finance functional areas of the credit union
Essential Functions & Responsibilities:
Responsibilities will include managing general accounting, financial reporting, investments, asset liability management, and budgeting. Additionally, this individual will oversee auditing activities and ACH operations. This role will require someone that is very comfortable with the tactical functions of accounting and is current with accounting practices and procedures.
Knowledge and Skills:
The ideal candidate will have 10 plus years of accounting experience within a financial institution, a keen ability to learn new products and practices, and a bachelor’s degree.
Member Services Representative 1
Stephenville, TX
Role:
To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions & Responsibilities:
- Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Identifies cross-sell opportunities and cross-sells services to members.
- Acts as liaison between members and various organizations and departments.
- Assures that appropriate records are maintained and required reports are prepared.
- Maintains member account information on computer system.
- Performs other related duties as assigned.
Knowledge and Skills:
The ideal candidate will have 1 to 3 years of similar or related experience and at least a high school education or GED. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Must be able to operate a 10-key calculator, typewriter, and computer keyboard.
Part Time Teller
Stephenville, TX
Role:
To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions & Responsibilities:
- Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Identifies cross-sell opportunities and cross-sells services to members.
- Acts as liaison between members and various organizations and departments.
- Assures that appropriate records are maintained and required reports are prepared.
- Maintains member account information on computer system.
- Performs other related duties as assigned.
Knowledge and Skills:
The ideal candidate will have 1 to 3 years of similar or related experience and at least a high school education or GED. Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information. Must be able to operate a 10-key calculator, typewriter, and computer keyboard.