CU* Answers

• Complete daily bookkeeping procedures for credit union clients in compliance with established policies and procedures.
• Post and balance journal entries for ACH, Share Draft, Credit Cards, ATM, and Corporate Statements.
• Prepare and deliver daily end-of-day reports reflecting general ledger status.
• Communicate with credit union staff via Zendesk and email to obtain reports and resolve daily transaction needs.
• Perform end-of-month close activities, including general ledger balancing and reconciliation reporting.
• Provide backup and peer coverage for other Bookkeeping Specialists as needed.
• Assist with stand-in service coverage when requested by credit unions.
• Complete special balancing projects approved by management.
• Perform Bookkeeping Associate duties for one credit union per quarter to maintain disaster recovery readiness.
• Complete required annual ACH processing training.
• Perform other duties as assigned.

• High school diploma or equivalent required.
• Associate degree in a business-related field or equivalent work experience preferred.
• Exceptional attention to detail and accuracy.
• Ability to exercise discretion when handling sensitive or confidential information.
• Strong visual acuity for close-range, detail-oriented work.
• Excellent listening skills with the ability to follow detailed verbal instructions.
• Professional, clear written and verbal communication skills.
• Manual dexterity and hand-eye coordination for repetitive data entry and precise document handling.
• Experience with CU*BASE preferred.
• Demonstrated initiative in expanding job knowledge, analytical skills, and understanding credit union operations.

CU*Answers offers a wide array of career opportunities ranging from software development to customer service roles. With our employee development initiatives, we focus on our employees finding a career, not just a job. CU*Answers has a proven track record of developing staff members and promoting from within. If you are ready to join a team built on the principles embedded throughout the credit union industry, check out our career opportunities today!