Executive Assistant – PACE Resources FCU

CrossState Credit Union Association; Glen Rock (York County); On-site; USD 36,000 - 48,000; Full time

Job summary

CrossState Credit Union Association is seeking an Executive Assistant for PACE Resources FCU. This role supports the CEO with administrative and operational tasks, providing essential customer service and contributing to financial services growth. Ideal candidates will possess strong organizational skills, proficiency in Microsoft Office, and a commitment to dependability. The position offers a structured schedule and the chance to work in a dynamic, member-focused environment.

Qualifications

• At least 1 year experience preferred.
• Ability to work responsibly and dependably.
• Familiarity with financial figures and accounts.

Responsibilities

• Perform various administrative and operational tasks to support the CEO.
• Assist members with loan application processes and account management.
• Travel to pick up money and transportation of documents.

Skills

Multi-tasking

Proficiency in Microsoft Office

Strong aptitude for working with numbers

Customer service skills

Education

High school diploma or equivalent

Job description

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Who We Are

PACE Resources Federal Credit Union has as its mission the responsibility for providing an efficient, effective, and well-managed financial institution that meets the needs of its membership. In order to accomplish this mission, the PACE Resources Federal Credit Union will continue a sound yet progressive asset management strategy and provide new and improved financial services to current and future members through membership input and management initiatives.

Jan 13, 2025

Glen Rock, PA (Training in York, PA)

Reports To: CEO

Who We Are

PACE Resources Federal Credit Union has as its mission the responsibility for providing an efficient, effective, and well-managed financial institution that meets the needs of its membership. In order to accomplish this mission, the PACE Resources Federal Credit Union will continue a sound yet progressive asset management strategy and provide new and improved financial services to current and future members through membership input and management initiatives.

What You Will Be Doing

The Executive Assistant supports the CEO by performing a variety of administrative, customer service, and operational tasks to contribute to the overall growth and success of PACE Resources Federal Credit Union.

Training And Hours

Training Location: Main Office in York, PA

Primary Work Location: Branch Office in Glen Rock, PA

Preferred Schedule: Four 7-hour days (28 hours/week) Monday through Thursday (open for discussion)

Hours: 8:00 AM – 12:30 PM, 1:00 PM – 3:30 PM

Job Responsibilities

• Possible fill in for the CEO at York Office location at times.
• Travel to the York Office periodically to pick up money and transport documents.
• Post ATM/ACH/Share Drafts daily (8:00 AM – 9:30 AM).
• Serve as the Branch office teller.
• Answer telephone.
• Process applications for new accounts, loans, and other credit union services.
• Assist with opening new accounts and servicing existing accounts.
• Support members through the loan application process, including:
• Gathering and reviewing background information
• Calculating debt-to-income ratios
• Preparing loan documentation for approved loans
• Disbursing loan proceeds
• Cross-sell credit union services to members.
• Assist members with balancing account.
• Research and resolve member service questions and issues.
• Submit quarterly NCUA Call Reports.
• Balance and reconcile bank accounts.
• Print and upload e-statements.
• Create advertising documents, newsletters, and other marketing materials using Microsoft Word and Publisher.
• Pull in and post Visa Settlement Sheets.
• Manage Visa Fraud Cases.
• Handle BSA/CTR/SAR/OFAC/FinCen Reporting.
• Complete monthly TruStage Insurance tasks.
• Prepare Month End Reports and Financials for Board of Directors.
• Manage the credit union’s website, Internet Teller, and social media (e.g., Facebook).
  

Job Requirements

• High school diploma or equivalent.
• At least 1 year experience (preferred).
• Strong aptitude for working with numbers and financial figures.
• Account experience is a plus.
• Ability to multi-task and prioritize effectively.
• Proficiency in computer usage and familiarity with Microsoft Office applications.
• Responsible, dependable and trustworthy.
• All applicants must be authorized to work in the US. Candidates must be willing to comply with pre-employment testing and background check.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Non-profit Organizations

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