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Finance Specialist II

Finance Specialist II

Job Description

Exciting Career Opportunities at Credit Union West!  Come Join Our Family-

We are proud to have earned a place on the 2013& 2014 CareerBuilder’s Top Companies to Work for in Arizona list. This program recognizes organizations that create quality jobs and work environments, and make Arizona a better place for our workforce. We know what makes us a great place to work...
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life. Our core principles guide our decisions ensuring integrity and trusted member service. With more than $500 million in assets and nearly 50,000 members, we are a community asset that is positioned to meet your financial needs.

We have a long history of serving our community and look for employees who embody that spirit of giving. We value our members, and our greatest resource is the group of talented and skilled employees who serve them.

Reasons to Join Our Team:
• A Challenging and rewarding work environment
• Opportunities for growth and advancement
• Tuition reimbursement
• Incentive pay
• Comprehensive benefits 

Medical, Dental, Vision, 401K plus match; Pension Plan, Life Insurance, Supplemental Life, LTD, STD, Paid Holidays, Paid Time Off

• Experience (3) One year to three years of similar or related experience
• Education (2) Equivalent to a high school education
• Managerial Responsibility (1) Has no supervisory/managerial responsibilities
• Required Knowledge: Thorough knowledge of member services and products provided
• Understanding of member bookkeeping procedures

•Ensures that Finance documents, records, and reports are prepared, maintained, and typed accurately and in a timely manner.  
•Ensures that Finance errors or discrepancies are promptly discovered and resolved (or referred appropriately).
•Ensures that good communication and coordination exist with Credit Union personnel, and that assistance and support are provided as needed.
•Ensures that Finance functions are completed in accordance with established standards, policies, and procedures.
•Ensures that the Credit Union's professional reputation is maintained and conveyed.


•Supports the mission of the Credit Union by enhancing the quality of life for our members, by providing accurate and timely service, while utilizing a needs-based referral and selling approach that builds member trust and loyalty, delivered in a professional member friendly environment. 
•Completes finance functions in accordance with established policies and procedures.
•Reviews and processes various types of electronic funds transfer.
•Reconciles general ledger accounts as assigned.  Posts corrections, adjustments, and other transactions to the appropriate general ledger account.
•Keys and processes various reports and worksheets to required financial systems.
•Balances and reconciles transactions and accounts with credit union vendors on a daily, weekly, or monthly basis as required.
•Assists with reissue of cards.
•Reviews source documents and records daily transactions.  Balances and posts daily write-ups and journals.
•Effectively researches, tracks, and resolves finance documentation problems and discrepancies.  Follows up on member disputes to ensure completion.
•Assists other Finance personnel as needed.
•Completes special projects and miscellaneous assignments as required.

 Returned Deposited Checks 
• Visa disputes, card maintenance
• FR2900 report
• Federal Wires (both incoming and outgoing member wires) 
• Balancing accounting centers and processing settlements
• General Ledger account reconciliation; processing member wire requests
• Shared Branching adjustments and balancing

Credit Union West is an Equal Opportunity Employer- Come see why we are such a GREAT PLACE TO WORK! 

Job Requirements


Job Snapshot

Employment Type Full-Time
Job Type Accounting, Admin - Clerical, Banking, Finance
Education Not Specified
Experience Not Specified
Manages Others No
Industry Accounting - Finance, Banking - Financial Services, Credit - Loan - Collections
Required Travel Not Specified
Job ID 1032
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Finance Specialist II

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