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Executive Assistant – PACE Resources FCU

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.

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