- – Manages daily investment transaction reporting and cash management processes.
- – Reconciles cash accounts and ensures accuracy in financial reporting procedures.
- – Collaborates with Fund Accounting Team to meet internal and external deadlines.
- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Lead financial functions, ensuring accuracy, oversight, and accountability.
- – Supervise and mentor finance staff, managing recruitment and performance.
- – Develop and implement financial policies, procedures, and internal controls.