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The County of DuPage
Wheaton, Illinois

Job Details for 1620 - EO Credit Union Administrator

Job Description

FLSA STATUS: Exempt
GRADE: 313

POSITION SUMMARY
Under general direction; performs work of considerable difficulty in administering the daily operation of the DuPage County Employees Credit Union; performs related duties as required.

DISTINGUISHING FEATURES OF THE CLASS
An employee in this classification is responsible for all aspects of the Credit Union, including execution of all policies and procedures as it adheres to the operation of the Credit Union, as set forth by the Credit Union Board of Directors. An employee in this classification spends a substantial amount of time overseeing administrative functions, performance of goals and objectives, and communicating and recommending developmental changes that may affect the overall success of the Credit Union to the Board of Directors. This position additionally acts as the primary liaison between the Credit Union and governmental regulatory agencies concerning compliance and overall performance of the Credit Union. Direction is received from the Credit Union Board of Directors.

ESSENTIAL DUTIES AND RESPONSIBILITIES
The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed by positions in this class.

• Assist the Board of Directors with the creation of, or changes to the policies of the Credit Union
• Ensure the completion and accuracy of all accounting records and financial reports including federal and state regulatory reports
• Work with the Board of Directors in developing a strategic plan of action, to ensure the long term success of the Credit Union, while ensuring that the membership’s financial interest is best served
• Report monthly to the board of Directors on the performance of the compliance with the State and Federal Credit Union Acts, generally accepted accounting principles, as well as the DuPage County Employee Credit Union by-laws
• Exercise the utmost integrity in the role of fiduciary custodian, empowered with the internal and external safety of the funds of the Credit Union membership
• Recommends hires and promotions, directs and evaluates employment decisions for all assigned positions
• Prepare quarterly newsletters and advertising brochures
• Ensure adequate bond and insurance coverage, executes contracts and commitments as required by the by-laws
• Recommend the acquisition or enhancement to ensure success of assets
• Coordination, planning and facilitation of staff training
• Maintain an effective program for the retention and timely destruction of Credit Union records
• Maintain internal controls and procedures to protect against loss of records
• Supervise a budget for the Credit Union that is consistent with the overall strategic plan
• Carry out collection activities related to delinquent consumer accounts
• Keep abreast of economic, regulatory, or industry changes which may affect the Credit Union
• Cross sell products and services offered by the Credit Union
• Solicit and secure third-party vendors as a means of improving product and service quality
• Coordinate and attend Credit Union planning sessions, attend seminars, education forums, etc. as requested by the Board of Directors
• Maintains regular attendance and punctuality

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES
• Adjusts work assignments and schedules in the event of an emergency to participate in emergency preparedness, response, and recovery activities as assigned.
• Depending on assignment may maintain required emergency management training, licensure and/or certifications.
• Performs related duties as required or assigned within job classification.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:
• Bookkeeping and accounting principles and practices
• Financial analysis and documentation practices
• Data processing as applied to financial record keeping
• Credit union history, philosophy, organization, by-laws and operational process
• Current office practices, procedures and equipment
• County policies and procedures
• Applicable federal, state, and local laws, rules, regulations, codes, and/or statutes
• Management and leadership principles

Skill in:
• Working without supervision
• Planning organizing and controlling work to meet objectives
• Maintaining financial records
• Office management
• Interpreting and applying policies, rules and regulations
• Operating accounting and other office equipment
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc.
• Applying an acquired knowledge of procedures, rules, regulations and services applicable to the assigned office
• Planning, scheduling and supervising the work of others

Ability to:
• Manage projects and multiple priorities simultaneously
• Establish and maintain effective working relationships with department and division staff, other departments and others, such as vendors
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc. to sufficiently exchange or convey information and to receive work direction
• Ensure compliance with applicable federal, state, and local laws, rules, and regulations
• Convey excellent oral and written communication
• Work effectively under stress
• Maintain confidentiality
• Monitor and evaluate employees
• Prioritize and assign work
• Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals
• Plan, organize, manage and evaluate the work of the division to ensure efficient, timely and cost-effective services
• Plan, analyze, and evaluate programs and services, operational needs, and fiscal constraints
• Provide leadership to effectively resolve issues

SUPERVISORY RESPONSIBILITIES
Exercises supervision of personnel in related area of responsibility.

EDUCATION and/or EXPERIENCE
Completion of a Bachelor’s degree in Finance or Accounting, and five (5) years of experience in a management position with a financial institution; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

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

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.

CERTIFICATES, LICENSES, REGISTRATIONS
None.