Accounting Specialist – Back-Office & Client Support

CU*SOUTH, INC.; Fairhope (AL); Hybrid; USD 42,000 - 56,000; Full time

Job summary

CU*SOUTH, INC. is seeking an Accounting Specialist to support the CUinBalance back-office operations for credit union partners. You’ll handle daily balancing, reconciliations, and client communication, ensuring deadlines are met.

The role requires a high school diploma, prior credit union/back-office accounting experience, and willingness to travel to client sites to provide training and support. Join a team dedicated to accuracy, service, and growth.

Qualifications

• High School graduate or equivalent is required.
• Prior job experience in the credit union/banking back-office accounting is required.
• Prior job experience in B2B client service and support is preferred.
• Familiarity with credit union operations, regulations, and frontline job roles preferred.
• Excellent written, verbal, and non-verbal communication skills is required.
• Must be willing to travel to client sites to provide training and support as needed.
• Ability to use discretion when dealing with sensitive or confidential data is non-negotiable.

Responsibilities

• Complete daily accounting work including balancing and exception processing.
• Reconcile client accounts as assigned.
• Provide timely, professional communication to clients and management.
• Increase job knowledge of credit union operations and training.
• Track time spent and project statuses in PM software.
• Contribute positively to CUinBalance team and meet objectives.
• Perform other duties as assigned.

Skills

Attention to detail

Communication

Travel willingness

Discretion with data

Client service

Education

High School graduate or equivalent

Job description

CU*SOUTH, INC. is seeking an Accounting Specialist to support the CUinBalance back-office operations for credit union partners. You’ll handle daily balancing, reconciliations, and client communication, ensuring deadlines are met.

The role requires a high school diploma, prior credit union/back-office accounting experience, and willingness to travel to client sites to provide training and support. Join a team dedicated to accuracy, service, and growth.