Accounting Specialist

Accounting Specialist

Lakeport Business Center - Klamath Falls, OR 97601

Salary Range $21.00 - $31.00 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level Not Specified Travel Percentage Negligible Category Banking

Sage Credit Union is looking for a qualified professional for our Accounting Specialist position. The Accounting Specialist is responsible for performing transactional and accounting functions to facilitate a Crest Experience for our members. Working with staff across the organization providing support by listening, thinking, and taking action to meet needs and provide solutions in the fulfillment of Sage CU's mission of providing our members and communities with the opportunity to prosper.

Plays a vital role in maintaining accurate financial records, processing transactions and supporting various accounting functions within the credit union. Working effectively in support of department staff to ensure the department's duties and responsibilities are fulfilled.

At Sage CU, we believe in the kind of service that comes only through a local institution, where every person we serve is a member — not a number. Our staff have roots here in the Klamath Basin and beyond. We care about the people we work with, both as members of our credit union, and as members of our community.

We listen with purpose. We bring creativity to challenges. We demonstrate integrity. We deliver a structure of financial products and services that goes beyond fulfilling basic banking needs by helping our members explore the scope of what is possible.

Essential Job Functions:

• Contribute to the fulfillment of Sage CU's mission.
• Complete assigned daily, monthly, and quarterly tasks and reporting accurately and within required time frames.
• Maintain assigned ledgers and perform general ledger reconciliations on schedule to ensure accuracy of postings.
• Keep procedure and process documentation up to date.
• Assist with audits and regulatory exams.
• Maintain investment folders and maintain tracking of associated funds.
• Process branch and ATM cash orders.
• Field support and department calls as needed.
• Actively participate in department and credit union projects as assigned.
• Learn and keep current on accounting department roles and duties and fill in for team member's during absences.
• Take ownership of personal development by leveraging monthly coaching and participating in continuing education
• Engage in continuous improvement

Education and Experience:

• 2-4 years of financial services or related experience preferred
• 2-4 years Accounting or bookkeeping experience preferred
• Advanced working knowledge of Word and Excel.

Knowledge, Skills and Abilities:

• Strong analytical, decision making, and complex problem-solving skills.
• Strong written and verbal communication skills
• Excellent technical skills.
• Self-motivated to learn and grow within the position.
• Proven attention to detail.

Physical Considerations:

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
• Ability to lift and/or carry up to 25 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting – 80%; standing and walking - 20%
• Hearing, visual, and verbal ability required.

Sage Credit Union is an Equal Opportunity Employer.

The good faith hourly salary range for this position is $21/hr - $31/hr this range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.