Accounting Technician
Effective date: 1/12/2026
Role:
To support the financial management and operations of the credit union through maintenance of accounting records and reports. Performs a wide variety of accounting tasks and functions under minimum supervision. Ensures complete, accurate, and timely completion of financial and accounting records for the credit union.
Essential Functions & Responsibilities:
Manages daily ACH process, including distributions, reclamations, deposits, and loan payments. Ensures check drafts post, review exceptions, make return/pay decisions
Processes ACH originations and cancellations, share draft processing, and mobile deposit processing.
Reconciles designated general ledger, transactional, subsidiary and/or cash accounts. Identifies all discrepancies have cleared and notifies other departments of any aged items. Ensure required minimum distributions are completed for member IRAs.
Act as a backup to clerical duties such as: Accounts payable function, including invoice management, and payment processing. Verifies accuracy, completeness and consistency of
accounting information received. Reconciles and reports discrepancies found.
Validate and process incoming and outgoing wires via corporate account.
Serves as back-up for departmental staff. Performs other duties as assigned.
Assist in cash positioning to ensure bank accounts are properly funded.
Performs other duties as assigned.
Knowledge & Skills:
Experience
Three years to five years of similar or related experience.Education
(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
Must have general knowledge and proven track record of applying Generally Accepted Accounting Principles. Must be able to operate 10 key calculator by touch. Must be proficient with spreadsheet software.Physical Requirements
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones, photocopiers, filing cabinets and fax machines. The noise level in the work environment is usually moderate.