Credit Union:

Power Credit Union


Pueblo, CO



Job Description:


Contribution to Credit Union Goals

Reinforce PCU’s mission, core values and service standards and promises and motivates employees to achieve higher standards and promote a commitment to excellence.


  • Act as a role model for staff by following the PCU Service Standards
  • Possess effective planning, organizational and problem-solving skills
  • Deal tactfully and diplomatically with staff, management, and members
  • Establish and maintain effective employee relations
  • Portray attributes of a respected leader
  • Maintain a working environment which includes clear and on-going communication
  • Foster a team-oriented environment free from objectionable behavior
  • Analyze, justify, and recommend changes in operations to enhance productivity
  • Inspire actions to boost productivity and obtain goals
  • Encourage and develop cooperation among staff members to ensure a “team effort” and excellent member service
  • Demonstrate skills in managing multiple priorities independently and in a team environment
  • Consistently apply policies and procedures and demonstrate sound judgment when making decisions and approving exceptions

Essential Duties

  • Coach, counsel and monitor employee performance
  • Schedule staff, assign duties and establish priorities in accordance with policies and procedures
  • Interview and select qualified employees
  • Ensure compliance with required laws and regulations
  • Foster employee development through consistent coaching and training
  • Resolve member and employee problems or concerns in a timely, consistent and professional manner
  • Ensure communication and implementation of applicable policy and procedure revisions to the departments overseen
  • Responsible for the Credit Union’s accounting and fiscal reporting
  • Counsel’s management on fiscal control and profitability
  • Participates in all appropriate management planning sessions
  • Manages the accounting operations of the Credit Union. Maintains Credit Union depreciation and amortization schedules, accruals and prepaid expenses and payable. Initiates all adjusting entries
  • Responsible for general ledger reconciliation, analysis of financial accounts, and preparation of journal entries. Provide end-of-month close and produce monthly financial statements
  • Develop and implement processes to streamline credit union accounting procedures
  • Develop and maintain complex computer-based analyses and reports of credit union accounting records on a regular basis
  • Prepares annual operating budget and present to management for approval
  • Monitor the daily funds position, maintain adequate liquidity, advise CEO of investment positions, and execute investment decisions
  • Prepare and submit to appropriate government officials all information required by law or regulation
  • Institutes all necessary audits as deemed appropriate. Work with auditors, examiners, and audit committee
  • Supervise the preparation for all reconciliation of corporate accounts
  • Have an advisory role with ALCO
  • Coordinates all aspects of audit with management and staff.
  • Monitoring and funding the  allowance for loan loss
  • Reviewing and revising policies regarding: Investments, ALCO, Liquidity, Accounts Payable, Loan Loss, Collections
  • Oversees collections department and provides support, training and communications on an ongoing basis related to all collection activity
  • Performs other duties as assigned.


  • Prevent unnecessary losses by remaining alert to surroundings and following security policies and procedures to provide a secure working environment
  • Provide staff with security training including opening and closing procedures, use of security devices and security processes
  • Serve as the credit union’s security officer following all guidelines detailed within the credit union’s security & safety policies, procedures and plans
  • Ensure compliance with all aspects of the Bank Secrecy Act/Anti-Money Laundering Compliance program, including but not limited to: Member Identification Program, CTR and SAR Filing, OFAC and FinCEN Compliance, Transaction Monitoring such as Sale of Monetary Instruments and Wiring Activity and any other government regulations related to BSA/AML compliance
  • Comprehend and comply with state and federal regulations, all established internal policies and procedures

Community Involvement/Activities

  • On a regular basis, represent the credit union at sponsored activities, business gatherings, events and community involvement with the objective of increased positive public image, Select Employee Group (SEG) growth and membership development
  • Support community involvement initiatives while encouraging staff participation
  • Assist with the credit union’s public relations efforts including serving as the credit union spokesperson when requested


Other Duties

  • Completes required training by completion deadline
  • Perform other duties as assigned


  • Problem Solving – Identifies and resolves problems in a timely manner
  • Member Service – Displays excellent member service skills
  • Interpersonal Skills – Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas
  • Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed
  • Quality – Demonstrates accuracy and thoroughness; strong organizational, problem-solving, and analytical skills
  • Diversity – Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment
  • Judgment – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions
  • Quantity – Meets productivity standards; Completes work in timely manner; Strives to increase productivity
  • Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time
  • Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when

necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan

  • Initiative – Volunteers readily; Seeks increased responsibilities; Takes independent actions and calculated risks; Asks for and offers help when needed
  • Innovation – Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas


  • Bachelor’s degree in business, finance, accounting or equivalent required
  • Three years related experience; or equivalent combination of education and experience
  • Must also be experienced and knowledgeable with rules and regulations governing investments, asset, liability management (ALM), lending
  • Ensures the quality and quantity of work performed within area of responsibility is maintained at acceptable levels
  • Maintains personal job knowledge and management skill at the level needed to meet requirements of position
  • Ensures proper documentation and reporting in accordance with regulatory compliance
  • Ensure credit union confidentiality
  • Maintains a safe and workable environment for subordinates while promoting a team effort among staff
  • Proficient with Microsoft Word and Excel


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms.

The employee must occasionally lift and/or move from 10 pounds to 25 pounds.


Normal office environment with no unusual exposures.

Power Credit Union is an equal-opportunity employer committed to a diverse and inclusive workforce.

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