Accounting Specialist - Client Training & BackOffice

CU*South; United States; Hybrid; USD 45,000 - 70,000; Full time

Job summary

CU*SOUTH is seeking an Accounting Specialist to support daily, monthly, and quarterly back-office accounting duties for credit union partners. The role collaborates with client sites and internal teams to balance accounts, reconcile ledgers, and provide timely communication.

Travel to client sites is required to deliver training and support. A high school diploma is required, with prior CU/banking back-office experience preferred.

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 daily balancing and exception processing.
• Reconcile various accounts for clients as assigned.
• Provide timely, professional and appropriate communication to clients and management.
• Take responsibility for increasing job knowledge, familiarity with credit union operations, training and problem-solving skills.
• Track time spent, task management, and project statuses within Project Management software.
• Maintain a positive contribution and complete tasks to meet team objectives.
• Other duties as assigned.

Job description

CU*SOUTH is seeking an Accounting Specialist to support daily, monthly, and quarterly back-office accounting duties for credit union partners. The role collaborates with client sites and internal teams to balance accounts, reconcile ledgers, and provide timely communication.

Travel to client sites is required to deliver training and support. A high school diploma is required, with prior CU/banking back-office experience preferred.