Careers

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Controller                                           

Location: in-person, Washington DC,

Schedule: Full-time - exempt (40 hours-flexible schedule)

Position Overview

As part of the executive management team the Controller is responsible for ensuring the accurate internal and external recording and reporting of financial transactions, administering the Credit Union's fiscal record keeping, developing, implementing and maintaining internal controls and managing the investment portfolio to minimize interest rate risk.

Responsibilities

• Supervises, trains and appraises the Accounting Department staff (currently 2 reports).
• Oversees daily accounting functions such as bank and general ledger reconciliations, accounts payable, accounts receivable, ACH processing, wire transfers, ATM balancing and payroll functions.
• Oversees various other accounting functions such as budgeting, cost accounting, CECL calculations,  fixed asset accounting and branch statistical reporting.
• Manages the investment portfolio, monitors interest rate risk and prepares Asset Lability Management (ALM) data for analysis by third party. 
• Ensures the accurate internal and external recording and reporting of financial transactions. 
• Prepares reports for the board of directors, external users, and government agencies including financial statements, asset/liability management reports and  NCUA Call Reports.
•  Coordinates with external auditors and regulatory examiners
• Serves as a resource in all aspects of accounting ensuring all accounting activities are within established legal and regulatory guidelines as well as Credit Union procedures.
• Ensures that the Accounting Department supports the overall goals of the Credit Union and that accounting services are delivered professionally and efficiently.
• Establishes and maintains effective business relations with vendors, outside auditors, regulators, and professional trade groups.
• Develops and implements effective accounting strategies, internal controls, policies, and procedures.

Education:  Bachelor’s Degree in Accounting or Finance or commensurate experience.

Position Requirements: 

• Minimum 2 years of recent financial institution accounting experience.
• Knowledge of generally accepted accounting principles and standards
• Understanding of ACH processing rules.
• Advanced proficiency with Microsoft Office Suite, especially Excel
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, governmental regulations and a variety of instructions required along with the ability to write reports, business correspondence, and procedure manuals.
• General knowledge of financial institution products and services as well as Credit Union operations and information needs.
• Candidate should have strong interpersonal and communication skills including the ability to effectively present information and respond to questions from group of managers, clients, members and the general public.
• Ability to work independently.
• Technical understanding of automated accounting and other industry information systems.
• Prior supervisory experience is preferred.
• Experience with Symitar Episys is a plus. 

Advantage Financial Federal Credit Union is full-service financial institution with $100 million in assets.  Its headquarters are near the Metro Center subway stop in downtown Washington, DC.

Salary Range:  $85,000 - $115,000 annually

Benefits:  see below

Qualified candidates may submit their resume WITH a cover letter to [email protected].

 

Call Center Representative

Location:  1319 F Street, NW, Washington DC 20004

Schedule:

• Full-time (40 hours per week)
• Monday- Friday 8am to 4:30

Job type: In Person

Position Overview:  Advantage Financial FCU, Washington DC is seeking a personable, highly motivated individual to provide services to our members via phone and other forms of correspondence.

Position Responsibilities:  The ideal candidate is responsible for:

• Researching and resolving member questions, problems and concerns about credit union accounts.
• Actively promote credit union products and services.
• Process and disburse loan request.
• Process incoming wire request.
• Offer financial guidance as appropriate.

Position Requirements:

• High School Diploma or equivalent (GED) required
• Previous customer service experience required (minimum 1 year)
• Good oral and writing communication skills
• Must be familiar with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Prior financial institution experience preferred.
• Experience with Symitar Episys a plus.

Salary- Negotiable

Benefits:  see below

To apply send your resume to [email protected]

Community Relations Specialist-Washington DC

Advantage Financial Federal Credit Union

Location: in-person, Washington DC, et al

Schedule: Full-time -exempt (40 hours-flexible schedule)

Position Overview

The Community Relations Specialist will drive membership (customer) growth and member (customer) engagement by establishing relationships and opening lines of communication between the credit union, influential parties within our core sponsor group (US Dept. of Veterans Affairs), community groups and other businesses within our community.  The Community Relations Specialist’s role is to build relationships and present the credit union to our partners in a positive light, emphasizing the financial benefit of credit union membership.

Responsibilities

• Drive membership growth by establishing and maintaining positive relationships with applicable US Department of Veterans Affairs locations, other community businesses (SEGs) and various other community-based partners.
• Organizing and/or actively participating in community events, networking events, membership drives and other credit union sponsored events during and after normal business hours which may occasionally include weekends.
• Effectively presenting information about the credit union in one-on-one, small, and large group settings. Developing and delivering professional presentations promoting the benefits of credit union membership for designated SEGs and community groups.
• Maintaining an understanding of credit union products, services, policies and procedures in order to promote the credit union in interactions with stakeholders.
• Conducting member surveys to determine member satisfaction, community needs and the credit union’s ability to meet those needs.
• Gathering member testimonials to be included in various marketing materials.
• Working with the Marketing Department to develop and/or position credit union products in a way that benefits SEGs and/or community stakeholders.
• Coordinate periodic visits with our SEGs, community influencers and community groups for presentations to promote new/existing products and services.
• Preparing reports for management outlining member relationship activities, highlighting progress in driving membership growth and member engagement.
• Maintaining a current database of all SEG contacts, community group contacts and community influencers.
• Serving as the primary liaison for community relationships to showcase the credit union as a valuable benefit and community partner.
• Performing other job-related duties as assigned.

Requirements

• Outgoing, professional personality that communicates to members, prospects, and community partners that the Credit Union is a professional financial institution, dedicated to promoting their financial well-being and becoming a lifetime financial partner.
• Ability to express oneself, clearly and concisely, both orally and in writing.
• Ability to work independently.
• General knowledge of financial institution products and services.
• Experience in sales or customer service roles such as retail sales, business development, marketing, grass roots advocacy or community relations preferred.
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and various video conferencing software (Zoom, Teams, etc.).
• Flexibility to travel to multiple branches and offsite venues, primarily within the DC metropolitan area, as well as occasional travel to PA and NY offices which may require overnight stays (approx. 20%).   
• High School Diploma or equivalent required;
• Experience building personal relationships in a face-to-face environment
• This position is not eligible for remote work due to the nature of the tasks involved.

Additional Comments

Salary Range:  $46,000-$56,000 annually

Benefits:  see below

• (Position related travel expenses are prepaid or fully reimbursed)

Qualified candidates may submit their resume AND cover letter to [email protected].

Member Service Representative/Teller-NoMa

Location:  175 N Street NE, Washington DC 20002

Schedule:

• Full-time (40 hours per week) 
• Monday to Friday 7:30am to 4:00pm

Job type:  In-person

Position Overview:  Advantage Financial FCU, is seeking a personable, highly motivated individual to provide services to our members (customers) in a Member Service Representative/Teller role at our NoMa DC location.  

Position Responsibilities: The ideal candidate is responsible for:

• assisting members with financial transactions in an accurate, timely and professional manner,
• processing loan requests,
• establishing new memberships,
• opening deposit accounts,
• providing information on Credit Union products and services and
• offering financial guidance as appropriate.

Position Requirements:

• High School Diploma or equivalent (GED) required.
• Cash handling experience required (minimum 1 year)
• Previous customer service experience required (minimum 1 year)
• Good oral and written communication skills.
• Must be familiar with Microsoft Office suite (Word, Excel, Outlook, Powerpoint).
• Prior financial institution experience preferred.
• Experience with Symitar Episys a plus.

Salary Range:  $18.00 - $21.00 per hour

Benefits:   see below

Qualified candidates may submit their resume to Krystle Correa via fax (202-216-0099) or email at [email protected]

 

Member Service Representative/Teller-Brooklyn

Location:  800 Poly Place Room 1-110, Brooklyn, NY 11209

Schedule:

• Full-time (40 hours per week) 
• Monday to Friday 7:30am to 4:00pm

Job type:  In-person

Position Overview:  Advantage Financial FCU, is seeking a personable, highly motivated individual to provide services to our members (customers) in a Member Service Representative/Teller role at our Brooklyn VA Medical Center location.

 Position Responsibilities: The ideal candidate is responsible for:

• assisting members with financial transactions in an accurate, timely and professional manner,
• processing loan requests,
• establishing new memberships,
• opening deposit accounts,
• providing information on Credit Union products and services and
• offering financial guidance as appropriate.

Position Requirements:

• High School Diploma or equivalent (GED) required.
• Cash handling experience required (minimum 1 year)
• Previous customer service experience required (minimum 1 year)
• Good oral and written communication skills.
• Must be familiar with Microsoft Office suite (Word, Excel, Outlook, Powerpoint).
• Prior financial institution experience preferred.
• Experience with Symitar Episys a plus.

Salary Range:  $18.00 - $21.00 per hour

Benefits:   see below

Qualified candidates may submit their resume to Laura Novello via fax (718-921-3010) or email at [email protected].

Benefits

In addition to your salary, all Advantage Financial team members enjoy:

• Employer paid (70%) health insurance premium for single or family coverage
• Fully funded health insurance deductible (HRA Plan)
• 401k employer matching contribution (4%)
• Income protection with life insurance, and long-term disability
• Paid sick, vacation & holiday leave
• Educational assistance