Accounting Clerk I

Are you passionate about exceptional member service and making a positive impact in your community? At Peninsula Federal Credit Union, we are more than just a financial institution - we are a team dedicated to living our mission: "To be the trusted financial partner within our communities." We invest in our employees through training, empowering them to help members with great products and services every day. If you are looking for a meaningful career where your work truly matters, we would love to meet you!

What We Offer:

• A positive, member-focused work environment
• Training and development opportunities
• Competitive compensation and benefits
• The chance to make a meaningful impact every day

What We Are Looking For:

• Effective communication and interpersonal skills
• A commitment to excellent member service
• A team-oriented mindset
• Previous customer service or financial experience is a plus

Summary

This position helps support the financial management and operations of the Credit Union through maintenance of accounting records and reports. Responsibilities may include ACH, ITM balancing, share drafts, general ledger, accounts payable and receivable, fixed asset, and cost accounting. Prepares periodic reports, reviews and reconciles data. Provides Credit Union managers with information necessary for decision making and ensures the use of CML service and sales skills. Assists in developing and training staff in the department, or while being shadowed by Credit Union personnel.

Essential Functions and Responsibilities

Accurately post journal entries, process payments, verify miscellaneous information, file, and assist in preparation of reports. Reconcile general ledgers, petty cash, ACH, corporate accounts, and expenses as required. Process stop payments, wire transfers, and ACH disputes. The selected candidate will also provide exceptional service and support to members and employees for all questions or requests. Ensures that members are promptly and professionally served, including, in person, by phone or mail.

Knowledge and Skills

Experience Previous experience in accounting, bookkeeping, credit union, banking, or other financial services operations preferred.

Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills 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.

Other Skills Must be accurate with numbers, managing files and records, and knowledgeable with other general office procedures and terminology. Adds, subtracts, multiplies, or divides quickly and correctly. Ability to operate general office equipment such as computers, calculators, copiers, scanners, and computer keyboard skills. Knowledgeable with creating, maintaining, and updating Excel spreadsheets. Basic understanding of Credit Union operations. Maintains confidentiality related to Credit Union operations and work-related information. Must have good communication and teamwork skills.

Physical Requirements Sedentary work: must be able to sit for long periods of time in a day (up to 9 hours), possess hand, wrist, and finger dexterity to use keyboards, phones, and calculator in a repetitive manner and the ability to view a computer monitor throughout your scheduled time.

Work environment Must be available to work from 7:30 a.m. to 7:30 p.m. Monday – Friday and Saturday work a flexible schedule. May be required to work at other branches and have the ability to travel to and from those branches.

**Peninsula Federal Credit Union is an Equal Opportunity Employer**