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• Accountant I

  Location: UKIAH

   

  Position Summary:  Following established procedures, performs detailed accounting assignments requiring a basic knowledge of accounting theory and principles.  Work is subject to general review and under the direction of the Controller.  Provides specialized or general analysis support in Accounts Payable, CUSO financial statements, fixed assets, general accounting and the like.  Completes a variety of accounting assignments such as financial reports, month end journal entries, complex reconciliations, daily cash position Liquidity report, sales tax refunds etc.  

   

  Duties and Responsibilities:

  • Perform accounts payable processing and disbursements ensuring timely payments to vendors.
  • Balance daily work, review and reconcile clearing accounts on a daily basis, create the daily financial report (Liquidity Report).
  • Assist in locating and correcting any out-of-balance General Ledger conditions.
  • Complete timely and accurate postings.
  • Produce, review and analyze journal vouchers, accounting classifications and other accounting or financial statements, records and reports. 
  • Assist in month-end closing and posting adjustments and journal vouchers.
  • Compile designated monthly board packet reports within the set time frames.
  • Assist in employee inquiries regarding General Ledger balancing or General Ledger usage.
  • Balance issued cashier’s checks register to actual checks disbursed, and reconcile to GL.  Process stop payments on cashier’s checks.
  • Fixed Assets:  verify records of acquisition, allocations and disposition.  Input all purchases into Symitar, post monthly depreciation for all fixed assets, building, and leasehold improvements.  Maintain General Ledger subsidiary schedules.
  • Prepare regulatory and tax reports:  5300, FAST, State Sales Tax.
  • CUSO: maintain, process, and balance monthly activity.  Process monthly CUSO financial statements.
  • May need to perform cross-training on other accounting functions.
  • Perform other duties and related tasks as assigned.
  • Attend regular departmental and company-wide meetings.

   

  Required Knowledge, Abilities, and Education:

  • An understanding of accounting theory and principles with strong organizational skills
  • PC literate with advanced knowledge of Excel spreadsheets, proficient with other Microsoft Office programs
  • High school diploma

   

  Beneficial Education and Experience:

  • One to two years accounting department background

• MEMBER SERVICE REPRESENTATIVE

  Location: CLEARLAKE, SANTA ROSA, SEBASTOPOL, UKIAH

   

  Position Summary 

  Performs limited transactional duties with high degree of accuracy.  Maintains accurate transactional records.  Provides account information by phone, e-mail, or in person.  Knowledgeable on the full range of credit union products and services, including basic loan product information, in accordance with credit union policies and procedures

   

  Major Duties and Responsibilities 

  Member Service

  • Greet and welcome members to the credit union in a friendly, welcoming and timely manner; treating all credit union members, volunteers and employees with a cooperative attitude.
  • Address member requests knowledgeably and courteously, conveying trust and confidence with individualized attention to members.  Maintain up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by Tellers.
  • Perform services dependably and accurately, cross-selling, promoting, explaining CFCU products and services at every opportunity.  Includes basic knowledge of certificates, safe deposit boxes, debit and credit cards, on-line banking, bill pay, money orders, IRAs, consumer and mortgage loans (or ability to direct members to the appropriate person for specific information and assistance).
  • Maintain personal appearance, workstation, and manner of communication at the highest professional level according to CFCU  standards.

  Transaction Processing

  • Process share withdrawals, obtaining proper identification and signature verification.
  • Process share deposits, examining share drafts/checks for proper endorsements.
  • Process loan, mortgage, and credit card payments, and ensure payments matchbalances due.
  • Assist with mail or e-mail transactions when available.
  • Process cash advances and transfers.
  • Issue cashier’s checks and money orders.
  • Limited fee reversal according to credit union standards and procedures.
  • Place holds on accounts when necessary; according to CFCU guidelines.
  • Balance cash drawer nightly according to performance standards.  Research and resolve discrepancies.  Report any discrepancies to the supervisor/manager as necessary.

  Additional Duties

  • Process address changes.
  • Report malfunctions of any equipment used to supervisor/manager.
  • Maintain comprehensive, up-to-date knowledge on all related policies, and procedures, rules and regulations for the teller area, including robbery procedures.
  • Place appropriate share comments in computer system.
  • Perform file maintenance on accounts as necessary.
  • Assist branch manager with audits as requested.
  • Participate in training and continued education.
  • Perform other duties and related tasks as assigned.
  • Attend regular departmental and company-wide meetings.
  • Participate in Saturday rotation, minimum of one Saturday per month.

   

  Required Knowledge, Abilities, and Education

  • Excellent member service and communication skills including written, verbal and listening skills
  • Ability to interact effectively over the telephone and via e-mail.  Effectively communicate with difficult members
  • Ability to “travel” as needed to cover any location vacancies
  • Ability to work effectively and cooperatively with all levels of the organization
  • Good organizational skills, including ability to keep productive during slow times
  • Ability to use PC and operate in basic Microsoft Word and Excel documents
  • Knowledge of all CFCU products and services
  • High school diploma

   

  Beneficial Education and Experience

  • Bilingual (Spanish) is desired
  • Retail/cash handling experience is preferred

Somos una empresa con igualdad de oportunidades. Todos los solicitantes serán considerados para la posición de empleo sin prestar atención a su raza, color, religión, sexo, orientación sexual, identidad de género, origen nacional, veteranos o estado de discapacidad.