Why Intrepid Credit Union?

There are many jobs in the market right now and you want to find the right position for you.   One that is rewarding and makes each day feel like you are making a difference for people and our community.   You want to work with a company that provides you with opportunities to balance your work and your life; provide for yourself and your family; volunteer for causes that mean something to you; and you want to spend your day with people who have the same passion for helping others live their life wide open.

Intrepid Credit Union is that company and our jobs, people, passion and values are those things that make every day a great day to live Life Wide Open.

Commitment to Community: At Intrepid Credit Union we have a meaningful commitment to our community. That is why we offer a paid volunteer program that gives our employees 20 hours paid time each year to work on causes that energize them within our community. We want our employees to be able to spend their time making a difference in the community we live in, and we sponsor multiple events within our community.

Growth and Development: Growth and development for our employees is very important to us.  We provide many training opportunities for all our staff, and we offer a career ladder system for those who want to control the progression of their career.  Imagine being able to control your advancement!

Inclusive and Open Culture: Our executive leadership, managers and supervisors are open and available to conversations with everyone in our organization.  Dialogue among all departments and at every level is highly encouraged.  So, if you have a question for our CEO, go ahead and ask him!  In our working relationships with each other and our members, we focus on our Core Values called our "R.I.T.E.S." which are:

•  Respect We will respect other's and their differences. We are all separate individuals with expertise, experience, opinions, responsibilities, and time.
• Integrity We will act and behave with high character and do what is right, not what is easiest even when no one is looking.
• Trust We will enrich ourselves with transparency, accountability, & trustworthiness and live a great life by deeds, not words.
• Empathy We will listen with an open mind before speaking. Every individual will be given respect, safety, and the opportunity to grow personally.
• Service We will empower your success and provide you with the inspiration, help, and tools you will need to succeed.

How to Apply?

We have told you a little about who we are, now we want to learn about you.  If you think you would be a valuable member of our team, please go to the career center on our website at: https://www.intrepidcu.org/about-us/careers.html. 

If you would like to see a full job description or have any questions, please feel free to contact Intrepid Credit Union Human Resources at 406-603-4283.

Intrepid Credit Union is an Equal Opportunity Employer. Intrepid Credit Union will not refuse employment to a person or bar a person from employment or discriminate against a person in a term, condition, or privilege of employment because of race, creed, religion, color, national origin, sexual orientation, or gender identity or because of age, physical or mental disability, marital status, or sex except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Role:

Perform AVP of Accounting responsibilities for the Credit Union. Ensure that all Credit Union financial records are properly accounted for and display integrity; consistency; and follow generally accepted accounting practices and regulatory rules and regulations. Perform various financial analyses for management, Board of Directors, and outside agencies.

Essential Functions & Responsibilities:

E 10% 1. Under the guidance of VP of Finance, ensure all general ledger accounts are reconciled timely, accurately, and according to procedure including accounts related to any new products or services. This includes account reconciliations; investment accounting tasks; general ledger balancing; subsidiary report balancing; financial investment services accounting; shared branching settlement and balancing; fixed asset accounting and reconciliation; budget accruals and prepaid expense accounting and reconciliation.

E 4% 2. Provide user administration assistance within the Symitar Episys general ledger accounting system as required to include General Ledger and Accounts Payable modules. Maintain a highly proficient working knowledge within the Episys accounting software and provide training to all users.

N 1% 3. Serve as a subject matter expert (SME) for Symitar Episys accounting software system. Make recommendations for efficiencies and ensure software remains relevant and up to date.

E 4% 4. Assist VP of Finance in the preparation of timely and accurate internal and external reporting including: Asset Liability Management (ALM) Committee financial reports; Board of Director's financial reports; subsidiary ledger balancing reports; Federal Home Loan Bank (FHLB) Collateral reports; NCUA 5300 quarterly reports and other regulatory reports as required. Ensure the presentation of all financial statements is in accordance with GAAP.

E 1% 5. As directed by VP of Finance, provide timely and accuracy information to Millennium Corporate Credit Union for the preparation of ALM reports and analysis. Provide reports and participates in ALCO Committee meetings as requested by the VP of Finance

N 1%

N 1% 7. Perform activities related to the accounting for investments as directed by VP of Finance

E 10% 8. Lead, coach and supervise Finance Operations Staff. Ensure training, establish goals and objectives, monitor and evaluate performance, and provide guidance as needed to achieve objectives. Ensure adherence to core values. Communicate new information and or policy changes to staff person.

Regularly coach employees for superior performance or for performance improvement.

E 10% 9.

N 4% 10. Support the Accounting Manager in reviewing the general ledger for accuracy before closing the financial statements, the determination to close the books and closing out the month on Episys core system. Work with Accounting Manager to research variances.

N 4% 11. Assist VP of Finance as directed with funds management by providing regular liquidity reporting and maintaining line of credit contracts.

N 2% 12. Work in conjunction with Accounting Manager and Assist VP of Finace in working with outside professionals such as the NCUA; FHLB; Federal Reserve; and various other external Audit Firms.

N 5% 13. Conduct one-on-one meetings with each direct-report employee. Clearly communicate personal, department, and credit union goals and the progress in attaining them. Follow-up on all discussions, issues, and questions that arise during meetings.

N 2% 14. Take lead or participate in special projects directly related to theFinance department and those of other departments. Additionally, provide financial updates and informative sessions for middle managers when appropriate.

E 8% 16. Assist Accounting Manager in the development, updating, communicating and ensuring compliance with Accounting policies and procedures.

E 10% 17. In conjunction with Accounting Manager and with guidance from VP of Finance, perform monthly estimation, accounting and reporting for Allowance for Loan and Lease Losses in accordance with GAAP and other regulations. This includes proper accounting for repossessed assets, charge-offs and recoveries. Ensures the maintenance and accuracy of ALLL Accounting model.

N 4% 18.

N 4% 19. Oversee the initiation of all member wire transfers and ACH debit/credit processing. Work with Operations, Lending and other teams to provide both direct and indirect service/support to members concerning all electronic transfers types.

N 2% 20.

N 4% 21. Exercises authority over areas of responsibility with regard to accounting controls and general ledger integrity and accountability.

N 4% 22. Direct all resolution disputes concerning Intrepid Credit Union issued debit and credit cards. Ensure plastic card chargebacks are performed timely and accurately. Provide direct and indirect member service as required for effective card dispute resolution.

N 4% 23. Performs all duties and complete assigned training in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with their specific job duties.

Performance Measurements:

Performance Measurements are not assigned.

Knowledge and Skills:

Experience Five to Seven years of similar or related experience.

Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Interpersonal Skills Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills

Physical Requirements

Work Environment - On site in Helena, MT

This Job Description is not a complete statement of all duties and responsibilities comprising the position.