Accounting Specialist

Description

Use Job Description on File, Typical Hours 8-5 (some flexibility)

Requirements

Job Description

                                                                                            

Job Title:            {Job Title}                                               Updated:           {Month & Year}

Work Schedule: {Schedule}                                              Status:               {Full-Time or Part-Time}

FLSA Status:     {Exempt or Non-Exempt}                      Grade:               {Grade}

To perform the position successfully, an individual must be able to perform each essential function satisfactorily.  The requirements listed in this document are representative of the knowledge, skills and/or abilities required.  MidWest America Federal Credit Union provides reasonable accommodations to qualified employees and applicants with known disabilities who require accommodation to complete the application process or perform essential functions of the job, unless the accommodation would cause an undue hardship.

 

Job Summary: {              }

 

 Note: Provide a summary of the employee’s key responsibilities, indicating whether the role involves supervisory duties or is an individual contributor position (reference previous job descriptions if necessary).

 

Job Qualifications: {              }

 

Note: Accurately defining job qualifications, especially when it comes to the required number of years of experience, is crucial for fair, inclusive, and effective hiring. Overstating or misaligning qualifications can exclude viable candidate, lower diversity, and prolong vacancies.

Tips:

·         Think in terms of outcomes and readiness, not just time served, degree, and title.

·         Consider if the role really needs the specific years of experience or degree listed, or if it could be successfully filled by someone earlier in their career or without a degree, but who demonstrates strong potential.

·         Base the years of experience on evidence from current or past team members, not assumptions.

·         List desired degree and years of experience as preferred, not as minimum qualifications if applicable.

 

Qualification Examples:

1.      When formal education isn’t required, list minimum years of experience: A high school diploma or GED and three (3) years of experience required; associate’s degree in business or related field preferred.

2.      When formal education and experience is required, list degree and desired experience: Associate’s degree in business or related field and seven (7) years of experience; or equivalent combination of education and experience. Must have operational knowledge of the Financial Service Industry and experience with a core processing system and lending platforms.

3.      When formal education and/or certification is the only requirement: Associates degree in IT or related field; or CompTIA certification.

 

Essential Elements of the Job: {              }

 

Note: How an individual performs tasks. Task must be part of the job function and truly necessary or required to perform the job.

Tips:

·         Rank at least the top 7 (you don’t need to narrow down to 7). We will use this information to improve our job postings. Most candidates are going to read the top job elements first to determine if they qualify and will apply.

·         List competency and how the competency is demonstrated.

·         Use clear, simple language that anyone outside the company can understand. Avoid acronyms and words that might feel harsh or intimidating, like “aggressive,” “strong,” or “error-free.”

Essential Elements of the Job Example:

Sales Strategy and Performance Management - Design and implement sales strategies to drive growth for member acquisition, consumer lending, mortgages, credit cards, and deposits.

 

Additional Job Requirements: {              }

Note: Describe anything else of significance which is important to this job and has not been covered elsewhere and makes this job different from others. (example: special assignment, community events, committees or other duties not stated before)

Job Skills and Work Relations:

 

Note: List additional skills, physical effort, and working conditions specific to the job.

 

Employee must demonstrate proficient phone etiquette skills, written and verbal communication skills, and ability to effectively handle multiple tasks simultaneously. Effective comprehension, verbal communication, and written communication skills in English. Working knowledge of Microsoft Outlook, Word, Symitar, and Excel.  Employee must possess proficient organizational and self-starter skills, good problem-solving and team-player skills, and display tact and professionalism in working closely with co-workers, other departments, and members. {              }

Employee reports directory to the {Supervisor Title}

 

 

Physical Effort and Working Conditions:

Employee performs duties in a standard office environment involving remaining in a stationary position most of the time, keyboarding close vision, and communication.  May be required to move up to 50 pounds.  Employee may work with a desktop computer, printer, copier, calculator, cash advance machine, scanner, telephone, Video Teller Machine (VTM) equipment, and other miscellaneous office equipment as needed. Employee may occasionally travel to surrounding area branches for networking, business development, or required training. {              }

 

 

Notice:  This job description is not intended to be, nor should it be construed as, a contract for employment.  MidWest America FCU makes no guarantee of permanent employment.  This job description is to be used as a guideline to provide an understanding of what the credit union has defined this position to be.  Changes to this job description may be made by the AVP of Human Resources and/or a member of the Executive Management team.

 

This job description has been approved by all levels of management:

 

 

_________________________________________________          ___________________

Immediate Supervisor                                                                         Date

 

 

_________________________________________________          ____________________

Approving Manager                                                                            Date

 

 

_________________________________________________          ____________________

Human Resources                                                                               Date

 

 

 

 

Employee Acknowledgement

The job description for the position of {JOB TITLE} for MidWest America Federal Credit Union describes the duties and responsibilities for employment in this position.  I acknowledge that I have received this job description, and I understand that I am responsible for reading this job description and complying with all job duties, requirements and responsibilities contained herein, and any subsequent revisions.

 

Is there anything that would keep you from meeting the job duties and requirements as outlined?

Yes______      No______

 

 

 

_________________________________________________          ___________________

Applicant/Employee Signature                                                           Date

 

 

MidWest America Federal Credit Union is an Equal Opportunity Employer and does not discriminate upon the basis of race, age, gender, gender identification, sexual orientation, religion, national origin, disability or any other characteristic protected by law.  MidWest America Federal Credit Union will provide reasonable accommodations to qualified individuals with a disability.

 

Summary

N/A

Member-owned financial cooperative providing personal banking and lending solutions.