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Intrepid Credit Union was voted Best Credit Union in Helena in 2017 and 2018!  If the Helena community feels that way about Intrepid Credit Union, imagine what it’s like to work here!  We believe in supporting our employees through training, mentoring, and providing opportunities for growth and enrichment.  We believe in offering our extensive membership the best and most innovative financial products and services and the highest quality service available.  We believe that making our community a wonderful place to live, work, and play makes our organization stronger.  That’s why Intrepid Credit Union joyfully partners to support the communities we serve through all aspects of our organization. We participate in local initiatives that help make our communities a better/safer place to live; make direct monetary contributions; volunteer time, talent and support by participating in community projects; and provide scholarships to graduating high school seniors. 

Some of our community involvement includes:

  • Sponsorship of the Symphony Under the Stars, Prickly Pear Land Trust’s “Don’t Fence Me In” trail run, and a fellowship at the Holter Museum of Art;
  • Volunteering talent for Nami Walk, Empty Bowls, the Humane Society’s Spay-ghetti Dinner and the Governor’s Cup;
  • And volunteering at dozens of non-profits that serve our communities!

To learn more about Intrepid Credit Union, please visit our website www.intrepidcu.org.

WHAT WE OFFER:

  • Great work environment – training, mentoring, and opportunities for growth.
  • Competitive compensation.
  • Employer paid benefits. Medical/Dental/Vision, STD/LTD/Life, HSA contribution, paid-time-off, and 401k retirement plan (with employer match).
  • Generous Profit-Sharing retirement contribution.

Current Openings

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Controller

POSITION SUMMARY

We are looking for an experienced financial controller, or comptroller, to undertake all aspects of corporate accounting, regulatory and financial reporting, budget and forecast preparation, as well as development of internal control policies and procedures. Controller responsibilities will also include financial risk management. The Controller will lead and direct the work of Intrepid's accounting team.

 

POSITION RESPONSIBILITIES

  • Manage operational accounting functions to include ACH, plastic card, overdraft program, IRA’s, payroll, AP/AR, fixed asset management, cost management, financial analysis, financial reporting and recordkeeping, GL, and taxes.
  • Implement policies and procedures for the accounting department and ensure that policies and procedures reflect current regulations, and are communicated to and implemented by subordinates.
  • Reconcile revenue reports, special projects, payroll and timesheet reports, and claims disbursements. Prepare daily balance sheet (loan and share) analysis. Prepare daily cash position analysis.
  • Responsible for general ledger reconciliation, analysis of financial accounts, and preparation of journal entries. Provide end-of-month close and produce monthly financial statement. Prepare or assist with incurred cost and provisional rate reports as necessary.
  • Ensure that all activities of the department are in accordance with GAAP and that the accounting records are maintained accurately and in compliance with laws and regulations.
  • Lead, supervise and maintain a highly motivated, well-trained staff through regular performance feedback, challenging projects and resolving employee conflicts.
  • Develop and implement processes to streamline credit union accounting procedures.
  • Develop and maintain complex computer-based analyses and reports of credit union accounting records on a regular basis.
  • Conduct special accounting studies, analyses, and special projects as requested by management.
  • Monitor cost control activities. Approve and implement cost control strategies on an as needed basis.
  • Responsible for timely and accurate financial reporting, financial analyses, cash management, and forecasting reports on monthly, quarterly, and annual basis to senior management and the Board of Directors.
  • Responsible for preparation of budgets and periodic analysis of budget variance.
  • Hold periodic staff meetings. Identify areas for improvement, changes in procedures, new developments, or changes in services. Keep staff up to date on trends and general credit union information.
  • Works collaboratively with internal auditor to resolve audit findings.
  • Coordinate corporate regulatory reporting and interface with internal/external auditors and state/federal examiners.
  • Coordinates the credit unions Vendor Management and Enterprise Risk Management programs.

QUALIFICATIONS/EXPERIENCE

  • Bachelor’s degree in accounting, finance, or business administration, five to ten years similar or related experience, preferably with a financial institution.
  • Certified Public Accountant (CPA), required.
  • Minimum five years supervisory/managerial experience supervising, coordinating and reviewing the work of assigned staff of a subordinate group of up to 10 employees.
  • Experience recommending candidates for employment, conducting performance evaluations and salary reviews for assigned staff, and applied company policy.
  • The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
  • Able to think within the policies and goals for a specific department or operating entity.
  • Able to interpret specific policies, laws, and theories.
  • Able to make operational decisions within department.
  • Able to problem solve problems using analytical interpretation, evaluation and/or constructive thinking.
  • Able to work with limited supervision.
  • Proficient with spreadsheets and word processing software. Advanced understanding of accounting procedures.
  • Project management experience preferred.
  • Episys experience preferred.
  • Self-starter that is unselfishly motivated and demonstrates initiative to meet business/department needs.
  • A commitment to doing a job well and occasionally go above and beyond.
  • Able to embrace contributions of others and emphasize the Intrepid Credit Union team over self.

PHYSICAL REQUIREMENTS

  • Substantial repetitive movement of arms, wrists, hands and fingers, including picking up, pinching, typing.
  • Requires normal movement through standard office environment such as occasional bending, stooping, frequent sitting, walking short distances.
  • Must be able to communicate through the spoken and written word, expressing ideas of documenting others expression of ideas.
  • May occasionally be required to attend meetings or perform work-related functions outside of regular business hours.
  • Periodic exposure to outside elements via travel to other offices.
  • Position involves exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.
  • Position involves sitting most of the time, interspersed with standing and walking.

IMPORTANT NOTES

  • Employment Status: Full-Time
  • Exemption Status: Exempt
  • Benefits: Medical, Dental, Vision, STD/LTD/Life (employer paid), HSA contribution (employer paid), paid-time-off, retirement plan (with generous employer match), and supplemental insurance available.
  • Bondable: Must be bondable.
  • Pre-employment criminal background check required.
  • Required Materials: Cover letter, Resume, Three Professional References

 

Member Services Associate (Teller)

POSITION SUMMARY

Responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, teller checks and cash advances. Balances each day’s transactions and cash totals. Answers Member’s questions regarding Credit Union services provided and perform a variety of account maintenance activities. Actively cross-sells Credit Union services. This position requires excellent public relations skills as well as an understanding of teller functions. Timeliness, efficiency and accuracy, as well as professionalism, are vital to the successful execution of this position.

BASIC QUALIFICATIONS

  • Excellent communication skills, problem-solving skills and flexibility, including the ability to effectively analyze Member needs and assist them or obtain appropriate assistance for them.
  • Good math skills required, with the ability to 10 key on adding machine or computer.
  • Must have good typing skills and the ability to operate business equipment including adding machine, typewriter, telephone, copy machine, coin and money counting machines, computers and printers.
  • Demonstrated skill in use of computers.
  • Positive approach in interactions with members and team members.
  • Reliable attendance.
  • Prior teller experience (preferred).
  • Prior credit union experience (preferred).
  • Symitar systems (CruiseNet, Episys, PowerOn, Symitar EASE) experience (preferred).
  • AA/BA/BS Degree (preferred).

REQUIRED QUALIFICATIONS

  • High school diploma or equivalent.
  • Previous cash-handling experience.
  • Previous experience selling products and services.
  • Previous experience working in a fast paced environment.

IMPORTANT NOTES

  • Employment Status: Full-Time
  • Exemption Status: Hourly, non-exempt
  • Work Schedule: Must be available to work 7 – 8 hour shifts, Monday – Friday / 7:15 am – 5:45 pm
  • Rate of Pay: Competitive with the market and professional work environment.
  • Benefits: Medical/Dental/Vision, STD/LTD/Life (employer paid), HSA contribution, paid-time-off, retirement plan (with employer match), and supplemental insurance available.
  • Bondable: Must be bondable
  • Background Check: Required
  • Required Materials: Cover Letter, Resume, and three professional references 

 

Universal Teller – Bozeman

Intrepid Credit Union is opening a branch location in Bozeman, Montana.  We are recruiting for qualified applicants to be part of our Bozeman Team.  This is an opportunity to be a part of an exciting new chapter with a Credit Union that will make a difference in the Bozeman community.  We joyfully partner to support the community we serve through all aspects of our organization. We participate in local initiatives that help make the community a better/safer place to live and make direct monetary contributions and volunteer time, talent and support by participating in community projects.  Intrepid Credit Union is distinct in many ways:

  • We are a non-profit;
  • Our members are owners;
  • Our Board of Directors are volunteers;
  • We provide financial education for our members;
  • Our social purpose is people helping people.

To learn more about Intrepid Credit Union, please visit our website at intrepidcu.org.

WHAT WE OFFER

  • Great work environment - it’s a cliché, but true at Intrepid Credit Union.
  • Extensive employee training program.
  • Competitive compensation.
  • Employer-paid benefits.
  • Generous profit-sharing retirement contribution.
  • Employees also participate in excellent benefits including medical, dental, vision and a robust 401k retirement plan.

POSITION SUMMARY:

Responsible for providing a variety of member service tasks including greeting members, answering member questions regarding Credit Union services, and performing a variety of account maintenance activities.  Opens new accounts and processes new and renewing CDs. Actively cross-sells Credit Union services,  assists members, and directs incoming calls and walk-ins to the most appropriate source for assistance; performs basic member service functions such as counter checks, statement requests, name & address changes, account ownership changes, CAPS, PIN changes, ATM card limit changes, assisting with basic account questions, and transfers.  Plays an important role in the teamwork of the Credit Union and serves members promptly and professionally. Also responsible for paying and receiving functions, including processing deposits, withdrawals, loan payments, teller checks and cash advances.  Balances each day’s transactions and cash totals.   This position requires excellent public relations skills as well as an understanding of teller and account representative functions.  Timeliness, efficiency and accuracy, as well as professionalism, are vital to the successful execution of this position.

POSITION RESPONSIBILITIES:

  • Assumes responsibility for the effective, efficient and accurate performance of Member Service Specialist functions, including:
    • performs file maintenance and account changes as needed, such as making address changes, social security numbers and other account information and files data inappropriate place;
    • opens and closes accounts;
    • completes and submits reports as required by law, such as CTRs, SARs, etc.;
    • sets up new and renews member CDs;
    • educates members on online, by telephone, and through mobile banking;
    • processes filed paperwork, following procedure/checklist provided;
    • may assist with reviewing loan files for all loan closings, assuring accuracy & completion;
    • quotes loan payoffs;
    • resolves outstanding loan issues with the appropriate party;
    • assists members with IRA accounts and IRA questions;
    • recognizes loan opportunities and refers members to Member Service lending staff;
    • receives share deposits and loan payments in person or by mail, processes and prepares proper receipts;
    • processes cash advances and credit union checks;
    • disburses cash or check share withdrawals;
    • verifies transactions; monitors deposit amounts and examines documents for endorsement and negotiability; detects and resolves discrepancies promptly;
    • investigates and resolves out of balance conditions;
    • runs proofs for other MSA staff;
    • takes stop payment orders and wiring information;
    • as designated by management, may assist in balancing the vault;
    • welcomes members by phone or in person in a timely manner; presenting and explaining credit union services and products and assisting them in meeting their financial needs;
    • keeps members informed of credit union services and policies, including membership requirements, types of accounts available, application process, dividend rates, payroll deduction options, telephone and electronic media services, and the location and hours of the credit union;
    • develops and follows through on cross-selling credit union products and services;
    • routes various forms as needed, including all incoming paperwork in file area (insurance papers, loan papers, VISA, withdrawals, etc.).
  • Responsible for the effective and professional performance of initial member contact and member service activities such as:
    • gathers basic loan and financial information; enters into core system; presents and explains Credit Union services and products to members and potential members and provides basic financial counseling and proper tools that may best meet the member’s financial needs in circumstances where the information and options are generally well defined.
  • performs basic member service functions, including but not limited to PIN changes, ATM card limit changes, address and name changes, basic account questions, assisting members with CAP forms, counter checks and check orders, statement requests, transfers, etc.
  • assumes responsibility for establishing and maintaining effective working relationships with Credit Union personnel and management (strives to promote a team atmosphere within the Credit Union and each functional area).
  • If notary, notarizes documents for staff and members as needed.

SECONDARY FUNCTIONS:

  • Attends meetings as required during and after hours. May be involved in presenting training topics or procedural explanations to other staff during meetings.
  • Performs related clerical, support and miscellaneous functions as required.
  • Keeps work area clean and well secured at all times.
  • Coordinates schedule for various departments, including member service area and/or real estate to assist members.
  • Performs all functions in the safest manner possible and per credit union procedure, assuring the safety of other employees and members. Works toward resolution of safety issues, injuries or potential problems or reports such to the most appropriate source for resolution.  Assists with and is responsible for general monitoring of security during the daily operations of the Credit Union, including opening and closing of the building daily, monitoring those present in the building and their purpose, being aware of and able to implement security procedures, etc.
  • Performs all tasks while striving to maintain the highest ethical and confidentiality standards possible.
  • Serves as a credit union advocate, representing Intrepid Credit Union in a courteous and professional manner by conducting oneself appropriately at all times in manner, dress and actions. Maintains and projects the Credit Union’s professional reputation.
  • Embodies the Intrepid Credit Union Mission and Vision.

QUALIFICATIONS/EXPERIENCE: 

  • High school diploma or equivalent required. Must possess adequate maturity level to effectively handle large transactions.
  • At least one-year prior teller/account representative or similar experience required.
  • High level of organizational skills and attention to detail required ensuring proper, accurate and timely recording, filing and dissemination of information.
  • Excellent communication skills, problem-solving skills and flexibility, including the ability to effectively analyze member needs and assist them or obtain appropriate assistance for them.
  • Good math skills required.
  • Must have good typing skills and the ability to operate business equipment including telephone, copy machine, coin and money counting machines, computers and printers. Familiarity with and the ability to use Windows-based systems, Word and the Credit Union’s core operating system.
  • Must have demonstrated knowledge of, or the ability to rapidly gain complete knowledge of Credit Union products and services.
  • After hire or movement into this position, incumbent will complete all required educational items as outlined in credit union procedures and within required timelines. Education on equivalent topics received through other mediums may be accepted at management’s discretion.
  • Good attention to detail required for proper processing of job tasks, and to effectively screen member needs over the phone or in person with minimal supervision.
  • Strong member service skills required.
  • Must have or develop knowledge of and comply with all laws, rules and regulations that apply to financial services, particularly credit unions, including the BSA and related laws.
  • Requires the ability to adequately perform various teller activities, including cash and check handling, balancing, location and correction of offages, member account maintenance, etc. After hire, while functioning as a MSR, all are expected to:
    • maintain drawer balances and cash offages at acceptable level per offage/error procedure;
    • adequately assist in areas of responsibility;
    • continuously increase product knowledge; and
    • successfully pass educational requirements as outlined in the competencies required for the position.
    • Self-starter that is unselfishly motivated and demonstrates initiative to meet business/department needs.
    • A commitment to doing a job well and occasionally to go above and beyond.
    • Able to embrace contributions of others and emphasize the Intrepid Credit Union team over self. 

PHYSICAL REQUIREMENTS:

  • Substantial repetitive movement of arms, wrists, hands and fingers, including picking up, pinching, keyboard use, telephone use.
  • Requires movement through standard office environment such as occasional bending, stooping, frequent sitting, walking short distances.
  • Must be able to communicate through the spoken and written word, expressing ideas or documenting others expression of ideas.
  • Requires the ability to detect and discern the nature of sounds in the exchange of information with members with or without correction.
  • Classification: Primarily non-sedentary work – position involves exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects including the human body.  Position involves standing and walking much of the time, interspersed with sitting.  Occasionally Medium Work, involving exerting up to 30 pounds of force in moving coinage.

IMPORTANT NOTES:

  • Employment Status: Full-Time, Hourly
  • Exemption Status: Non-Exempt
  • Work Schedule: Monday – Friday. Initial out of town travel for training with infrequent out of town travel after training for meetings.
  • Benefits: Medical/Dental/Vision (employer paid portion), STD/LTD/Life (employer paid), HSA contribution, paid-time-off, retirement plan (with employer match), and supplemental insurance available.
  • Bondable: Must be bondable
  • Background Check: Required
  • Required Materials: Cover Letter and resume 

HOW TO APPLY:

To learn more about additional employment opportunities with Intrepid Credit Union, please visit our website at intrepidcu.org/about-us/careers. 

To apply for this opportunity, please email a cover letter (include salary requirements), resume, and three professional references.

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.

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To apply for any of these opportunities, please email a cover letter (with salary requirements), completed application, and resume to careers@intrepidcu.org.

You may also use snail mail, by mailing your resume, completed application, and cover letter to Intrepid Credit Union, PO Box 159, Helena, Montana 59624, Attention Human Resources.

All materials must be received by the recruitment closing.

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.