Job Description
Full job description
Accountant
The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission, “Always improve the financial well-being of our members and make a positive difference in our community,” by delivering outstanding service to both internal and external members. In addition, the Accountant performs tasks necessary to balance and update the general ledger and subsidiary accounts, maintain and reconcile daily cash accounts, and manage other accounting duties.
Community Credit Union is an Equal Opportunity Employer (EEO) and supports a Drug-Free Workplace.
ESSENTIAL DUTIES
Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.
Delivers service to both internal and external members that is in alignment with the credit union’s Service Promises and meets all established service goals.
Abides by CCU’s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual’s needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.
Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.
Analyzes and reconciles simple to intermediate general ledgers for various accounts assigned.
Review of daily corporate cash and move money to the funds plus.
Prepares, pays, and files all accounts payable for the Credit Union. Researches and resolves discrepancies.
Provides backup for other duties in the accounting department and assists in cross-training departmental staff.
Responsible for actions related to process improvements within the specified area, such as suggesting, creating, implementing, testing, writing procedures, training, and other functions related to process improvement. Updates the procedure manual and job aids as needed or at least annually.
Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Performs other related duties as assigned and works on special projects as assigned.
ENVIRONMENT AND PHYSICAL ACTIVITY
The environment for this position is an open, non-confined office-type setting that is clean and comfortable, where the incumbent is free to move about at will. It may include some minor annoyances such as noise, odors, and drafts.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.
MENTAL DEMANDS
The incumbent in this position must be able to read documents or instruments, perform detailed work and problem solve; possess excellent member contact and verbal and written communication skills; have strong math and analytical reasoning skills; and have the ability to effectively handle stress, multiple concurrent tasks, and constant interruptions.
POSITION REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines:
Bachelor’s degree from a four-year college or university in Accounting, Finance, Business, or related field; or three (3) to five (5) years of related experience and/or training; or the equivalent combination of education and experience. Previous financial institution experience is preferred.
Work-related experience should consist of accounts payable activities and general ledger reconciliation, and exceptional customer service. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
Intermediate skills in computer terminal and personal computer operations, as well as intermediate skills in word processing, Excel, and software programs. Intermediate typing skills to meet the production needs of the position.
Intermediate skill level using innovative thinking to troubleshoot and solve problems and facilitate the decision-making process.
Must be capable of performing bookkeeping functions with a high degree of accuracy and have basic math skills, calculate interest, and balance accounts, add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals, capable of locating routine mathematical errors and solving problems that are somewhat complex and requiring some analysis and research, with previous precedent to draw upon.
Strong oral and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, and write reports and correspondence. Courtesy, tact, and diplomacy are essential when communicating with others inside or outside the institution.
Effective organizational and time management skills, with the ability to multitask, ability to work with moderate supervision and inspection of work, and be a strong team player.
Must possess the ability to interpret and speak to financial statements, forecasts, and budgets.
The incumbent must be able to perform this position safely,
Accountant
The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission, “Always improve the financial well-being of our members and make a positive difference in our community,” by delivering outstanding service to both internal and external members. In addition, the Accountant performs tasks necessary to balance and update the general ledger and subsidiary accounts, maintain and reconcile daily cash accounts, and manage other accounting duties.
Community Credit Union is an Equal Opportunity Employer (EEO) and supports a Drug-Free Workplace.
ESSENTIAL DUTIES
Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.
Delivers service to both internal and external members that is in alignment with the credit union’s Service Promises and meets all established service goals.
Abides by CCU’s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual’s needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.
Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.
Analyzes and reconciles simple to intermediate general ledgers for various accounts assigned.
Review of daily corporate cash and move money to the funds plus.
Prepares, pays, and files all accounts payable for the Credit Union. Researches and resolves discrepancies.
Provides backup for other duties in the accounting department and assists in cross-training departmental staff.
Responsible for actions related to process improvements within the specified area, such as suggesting, creating, implementing, testing, writing procedures, training, and other functions related to process improvement. Updates the procedure manual and job aids as needed or at least annually.
Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Performs other related duties as assigned and works on special projects as assigned.
ENVIRONMENT AND PHYSICAL ACTIVITY
The environment for this position is an open, non-confined office-type setting that is clean and comfortable, where the incumbent is free to move about at will. It may include some minor annoyances such as noise, odors, and drafts.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.
MENTAL DEMANDS
The incumbent in this position must be able to read documents or instruments, perform detailed work and problem solve; possess excellent member contact and verbal and written communication skills; have strong math and analytical reasoning skills; and have the ability to effectively handle stress, multiple concurrent tasks, and constant interruptions.
POSITION REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines:
Bachelor’s degree from a four-year college or university in Accounting, Finance, Business, or related field; or three (3) to five (5) years of related experience and/or training; or the equivalent combination of education and experience. Previous financial institution experience is preferred.
Work-related experience should consist of accounts payable activities and general ledger reconciliation, and exceptional customer service. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
Intermediate skills in computer terminal and personal computer operations, as well as intermediate skills in word processing, Excel, and software programs. Intermediate typing skills to meet the production needs of the position.
Intermediate skill level using innovative thinking to troubleshoot and solve problems and facilitate the decision-making process.
Must be capable of performing bookkeeping functions with a high degree of accuracy and have basic math skills, calculate interest, and balance accounts, add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals, capable of locating routine mathematical errors and solving problems that are somewhat complex and requiring some analysis and research, with previous precedent to draw upon.
Strong oral and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, and write reports and correspondence. Courtesy, tact, and diplomacy are essential when communicating with others inside or outside the institution.
Effective organizational and time management skills, with the ability to multitask, ability to work with moderate supervision and inspection of work, and be a strong team player.
Must possess the ability to interpret and speak to financial statements, forecasts, and budgets.
The incumbent must be able to perform this position safely,
💡 Quick Summary
Seeking a career-building opportunity? The Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in Rockledge offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
