Join our CU Hawaii 'Ohana and say hello to the possibilities!
Enjoy great benefits including; Medical/Dental/Vision (premiums covered 100% for employees), 401(k) profit sharing with employer match, and paid personal time off (starting at 3 weeks per year).*
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Data Analyst (On-site Only)
The Data Analyst is a highly analytical, detail-driven person who supports data-driven decision making across the organization. This role supports the senior leadership team and various departments (operations, marketing, finance, etc.) by transforming complex datasets into meaningful insights. The ideal candidate is comfortable working across multiple systems, ensuring data integrity, and delivering clear, actionable reporting that strengthens our service to members and drives strategic initiatives.
*Applicants must currently reside on Hawai'i Island, this role is not eligible for remote or hybrid work.
Responsibilities/Duties:
- Validate the integrity of data and produce meaningful reports with proper data extraction, storage, manipulation, processing and analysis.
- Query and analyze datasets to identify trends, patterns, anomalies, and potential risks/opportunities.
- Aggregate and reconcile data from multiple systems to support business, financial, and audit needs.
- Create, maintain, and enhance dashboards and reports to support budgeting, forecasting, risk management, and decision-making.
- Provide marketing data analytics to support campaign performance, member segmentation, and strategic growth initiatives.
- Conduct quality control checks and assist with internal audits, investigations, and system reviews.
- Support special projects by providing robust, well-documented data analysis and reporting.
- Collaborate with internal teams—including audit, operations, finance, and IT—to resolve discrepancies and improve data workflows.
- Recommend enhancements to data processes, reporting structures, and system integrations to improve efficiency and accuracy.
Skills and Abilities:
- Analytical and Business Acumen – Provides and analyzes data to drive effective decision-making, measure success, maximize ROI, and optimize performance across the organization.
- Communication and Collaboration – Proactively communicates and builds strong relationships across the organization and willing to support as needed in a variety of projects.
- Project Management – Manages multiple initiatives with precision, meeting deadlines, and budgets.
- Adaptability – Thrives in a fast-paced, evolving environment with a proactive and flexible approach.
- Indoor office environment with standard equipment use.
- Occasional lifting, up to 30 pounds; push and/or pull up to 50 pounds.
- Frequent standing, walking, and verbal communication.
- Occasional evening and weekend work may be required.
Education and Experience:
- Bachelor’s degree in Data Analytics, Information Systems, Business, or a related field (or equivalent experience).
- Minimum of two years of experience preferred.
- Fluency with Excel, Power BI, and data visualization tools.
- Experience with Python or other scripting languages.
- Strong analytical thinking, problem-solving skills, and attention to detail.
- Ability to communicate complex findings effectively.
- Familiarity with marketing analytics or financial analysis is preferred.
- Track record of handling sensitive data securely and confidentially.
Pay Range:
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$55K to $75K salary
Compliance Specialist (Kea'au Branch)
This position will be responsible for monitoring and identifying high risk transactions and customers through the analysis of data. Will have responsibility for compiling data necessary for the preparation of suspicious activity reports as required by the Bank Secrecy Act and related Anti-Money Laundering laws. Must be familiar with Bank Secrecy Act Compliance. Must be extremely detailed and possess strong analytical skills. Works under general supervision and by following proper policies and procedures. Primary job functions may require exercising independent judgment. Responsible for providing excellent customer service for incoming calls. Performs additional tasks as assigned by BSA officer.
Responsibilities/Duties:
- Conducts account monitoring of high and moderate risk accounts and transactions.
- Reviews and analyzes alerts generated by the Bank’s anti-money laundering software products.
- Provides support to branch personnel and other lines of business regarding cash transactions, suspicious activity and potential money laundering.
- Monitors and identifies high-risk transactions and customers through the analysis of data and report suspicious transactions as required by the BSA and related AML Laws.
- Prepares documentation for Suspicious Activity Reports (SARS).
- Prepares documentation for Currency Transaction Reports (CTRS).
- Works with branch personnel to resolve issues associated with inaccurate or incomplete Cash Transaction Reports (CTRs) and Money Instrument Logs (MILs).
- Follows appropriate internal control procedures regarding the assessment, control and reduction of risk regarding fraud, abuse and mismanagement.
- Exercises care and diligence in the practice of internal controls ensuring records, reports and related documents are completed and properly stored for safe keeping.
- Consistently follows appropriate practices, policies and procedures to help attain organizational results and compliance.
- Perform other duties as assigned.
- The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
Skills and Abilities:
- Demonstrate computer proficiency with an emphasis in Microsoft Office programs.
- Be knowledgeable in all CU Hawaii Personnel Policies and Procedures.
- Exhibits strong organizational skills with an attention to detail and the ability to prioritize.
- Ability to analyze and interpret transaction data.
- Demonstrates good oral and written communication skills. Able to handle confidential information.
- Strong analytical skills and ability to work independently.
- Exhibits a positive and energetic attitude.
- Exhibits competent decision making and problem solving skills.
- Computer proficient; able to operate Microsoft office.
- Proficient in using the BSA/AML software.
- Verbal communication skills and the ability to follow oral and written instructions.
- Basic reading, writing, math and problem solving.
- Frequent standing and walking.
- Lifting up to 25-30 pounds; push and/or pull up to 50 pounds.
- Indoor air conditioned office environment
Education and Experience:
- High school graduate or equivalent;
- Bachelor’s degree in Business Administration or a related field (preferred)
- Minimum two years of work experience with the credit union with a strong Operational background (preferred)
- Related audit or finance work experience (preferred)
Pay Range:
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$23.00 to $30.00 hourly
Branch Loan Officer (Kea'au Branch)
The Branch Loan Officer is responsible for delivering an exceptional member experience while identifying, recommending, and originating loan solutions that meet members’ financial needs. This role serves as a key point of contact within the branch, ensuring timely, accurate, and compliant lending services.
Responsibilities/Duties:
- Provide a welcoming, consultative, and member-focused experience in all interactions.
- Build and maintain strong relationships, understanding members’ financial needs. Educating on products and services to assist with their financial goals.
- Address all loan inquiries received by telephone, on-line, written or in person. Resolve member questions and concerns with professionalism, empathy and in a timely manner.
- Interview members to assess credit needs and recommend appropriate loan products (including HELOC and Real Estate loans). Gather financial information and supporting documentation to properly underwrite the loan.
- Cross-sell and provide other products and services that support the members’ overall financial health.
- Maintain confidentiality and privacy regarding member information. Ensure accurate and complete loan documentation.
- Stay current of credit union lending policies and procedures and applicable Federal and State regulatory requirements. Keep abreast of developing laws and regulations regarding consumer lending with ongoing training.
- Assist branch operations in other duties/assignments as directed
Skills and Abilities:
- Commitment to member service and relationship building.
- Excellent communication and active listening skills.
- Able to analyze financial information and make sound lending recommendations.
- Able to pro-actively solve problems and anticipate members’ need.
- Strong organization skills with attention to detail.
- Proficient with loan origination systems and Microsoft Office applications.
- Verbal communication skills and the ability to follow oral and written instructions.
- See details of objects on screen.
- Basic reading, writing, math and problem solving.
- Frequent sitting and typing. Occasional standing or walking.
- Indoor air-conditioned office environment.
Education and Experience:
- Graduation from high school or equivalent (GED). Associate or Bachelor degree preferred.
- Three (3) years of experience in the financial and/or lending field preferred.
Pay Range:
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$20.50 to $27.00 hourly
Member Service Representative Call Center (Kea'au Branch)
Serve as a liaison between the member and the Credit Union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.
Responsibilities/Duties:
- Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
- Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
- May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
- Responds to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
- Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
- Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
- Promote credit union products and services based on member’s needs.
- Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations, with particular attention to the Bank Secrecy Act, Patriot Act and cash control procedures.
- Process member mail transactions.
- Mail receipts and checks to members as indicated by policy and procedure.
- Research accounts for deposit, withdrawal, and loan-payment discrepancies.
- Assist members in balancing their accounts.
- Assist members with the proper completion of payroll deduction and direct deposit cards.
- Serve as vault teller for the credit union, to include ordering cash, verifying cash received, filling MSR cash orders, maintaining vault security, and balancing vault cash nightly.
- Assist the Assistant Operations Supervisor/Operations Supervisor in other assigned duties.
Skills and Abilities:
- Excellent customer service skills.
- Exhibits strong organizational skills with an attention to detail and the ability to prioritize.
- Demonstrates good oral and written communication skills. Able to handle confidential information.
- Strong analytical skills and ability to work independently.
- Exhibits a positive and energetic attitude.
- Demonstrates ability to be a team-player, self-motivated and flexible with working hours.
- Demonstrates the ability and desire to thrive in a challenging fast paced work environment. Possesses competent decision making and problem solving skills.
- Ability to work well with members and staff, tactfully and professionally, both in person and on the phone.
- Exhibits competent decision making and problem solving skills.
- Computer proficient; able to operate Microsoft office.
- Verbal communication skills and the ability to follow oral and written instructions.
- Basic cash handling.
- Basic reading, writing, math and problem solving
- Able to work in an air conditioned environment with tile and carpeted surfaces.
- Frequent standing and walking
- Lifting up to 25-30 pounds; push and/or pull up to 50 pounds
Education and Experience:
- High school graduate or equivalent.
- A minimum six months work experience in teller work, customer service, sales or combination of education and experience would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.
Pay Range:
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$18.50 to $23.00 hourly
Card Services Manager
The Card Services Manager plays a critical role in driving the growth and adoption of the credit union’s card programs - including debit, credit, and prepaid solutions - while proactively identifying and implementing innovative strategies to mitigate risk and reduce losses. This role combines strategic leadership, operational excellence, and member-centric innovation to ensure our card services deliver value, security, and convenience.
Responsibilities/Duties:
Card Program Growth & Adoption
- Develop and execute strategies to increase card usage, activation, and member engagement.
- Collaborate with marketing and product teams to promote card benefits and drive adoption.
- Monitor industry trends and member behavior to identify opportunities for new card features and programs.
Risk Mitigation & Loss Prevention
- Lead efforts to detect, prevent, and respond to card-related fraud and losses.
- Partner with fraud prevention vendors and internal teams to implement advanced security measures.
- Analyze transaction data and risk indicators to continuously improve fraud detection systems.
Operational Oversight
- Manage day-to-day operations of card services, including processing, disputes, chargebacks, and reconciliations.
- Ensure compliance with regulatory requirements and card network rules.
- Oversee system upgrades, integrations, and process improvements
Member Experience & Support
- Ensure timely and effective resolution of member card issues and inquiries.
- Champion enhancements that improve cardholder experience and satisfaction.
- Train staff regarding card-related procedures and member service best practices.
Vendor & Partner Management
- Maintain strong relationships with card processors, fraud solution providers, and network partners.
- Negotiate service levels and monitor vendor performance.
Key Outcomes
- Increased card adoption, usage, and profitability
- Reduced fraud losses and operational risk through proactive controls and innovation
- Enhanced member satisfaction with card services and support
- Streamlined card operations with improved efficiency and compliance
Skills and Abilities:
- Strategic Thinking – Ability to align card services with broader organizational goals
- Innovation & Problem Solving – Seeks creative solutions to improve card offerings and reduce risk
- Operational Excellence – Skilled in managing complex systems and workflows
- Member-Centric Mindset – Uses data to drive decisions, measure success, maximize ROI, and optimize performance
- Project Management – Manages multiple initiatives with precision, meeting deadlines and budgets
- Member-Centric Mindset – Prioritizes member needs and experience in all decisions
- Risk Management – Strong understanding of fraud trends, controls, and mitigation strategies
- Data-Driven Decision Making – Uses analytics to guide strategy and operational improvements
- Vendor Management – Effectively negotiates and collaborates with external partners
- Leadership & Collaboration – Inspires teams and works cross-functionally to achieve results
- Regulatory Knowledge – Familiar with card network rules, compliance standards, and financial regulations
- Indoor office environment with standard equipment use.
- Occasional lifting, up to 30 pounds; push and/or pull up to 50 pounds.
- Frequent standing, walking, and verbal communication.
- Frequent visits to other branches across the island and some travel outside of the island as needed.
- Occasional evening and weekend work required.
Education and Experience:
- Bachelor’s degree in Business, Finance, or related field (Master’s preferred) OR an equivalent combination of education and experience
- 5+ years of experience in card services, fraud prevention, or financial operations
- Proven track record in driving card program growth and managing risk
- Strong knowledge of card processing systems, fraud tools, and regulatory requirements
- Excellent communication, analytical, and leadership skills
Pay Range:
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$60K to $90K salary
People & Culture Manager
The People & Culture Manager is a strategic and operational leader responsible for managing all the aspects of human resources of the credit union. This role ensures compliance with employment laws, regulations, and internal policies while fostering a mission-driven organizational culture that aligns HR initiatives with the credit union’s values and strategic goals. The People & Culture Manager leads the HR department and serves as a trusted advisor to senior leadership to optimize staff recruitment, engagement, retention, training, development, and performance excellence.
Responsibilities/Duties:
HR Leadership & Culture Building
- Develop and align HR strategy, policies, plans, and processes with the credit union’s mission, vision, values, and goals.
- Partner with senior leadership to support employee engagement, organizational development, workforce planning, succession strategies, and change management.
- Champion initiatives that foster a respectful, collaborative, high-performance culture and productive workplace, including celebrations and systems for accountability as well as employee recognition.
- Provide guidance and support on employee relations, conflict resolution, and engagement.
- Communicate HR policies, programs, and changes clearly and effectively across the organization.
Talent Management & Leadership Development
- Execute proactive and effective recruitment, onboarding, training, development, and retention strategies.
- Create and enhance performance management and career development programs to optimize organizational performance and reach growth goals.
- Implement training and leadership development programs to support employee growth and build internal leadership capacity.
- Maintain a formal succession plan for key roles across the organization to ensure continuity of leadership.
- Oversee development plans to prepare internal candidates for future leadership roles through proactive planning and documentation.
Compensation & Benefits
- Administer compensation philosophy, salary reviews, and compensation programs (including COLA and merit-based increases).
- Evaluate and enhance employee benefits to ensure competitiveness and cost-effectiveness.
- Develop and monitor pay equity and total rewards strategies, incorporating best practices and industry data.
HR Operations & Systems
- Manage and optimize HRIS systems and ensure data integrity, efficiency, and confidentiality.
- Oversee payroll processing and benefits administration.
- Monitor and provide reports for HR metrics and analytics to inform decision-making and continuous improvement.
Legal & Regulatory Compliance
- Ensure compliance with federal, state, and local employment laws and regulations.
- Maintain and update HR policies, procedures, and employee handbooks.
- Oversee documentation and reporting to support legal and regulatory requirements.
Skills and Abilities:
- Outstanding interpersonal, communication, and leadership skills.
- High level of integrity, accountability, and confidentiality.
- Strategic thinking and business acumen.
- Strong organizational and time management skills, with ability to attend to details.
- Excellent problem-solving skills with creativity, innovation, and focus on continuous improvement.
- High emotional intelligence, discretion, and conflict resolution ability.
- Passion for people and personal commitment to growth and development.
- Demonstrated ability to be a team-player, self-motivated and flexible with working hours.
- Demonstrated ability and desire to thrive in a challenging fast paced work environment.
- Proficiency in HRIS systems and Microsoft Office Suite.
- Indoor office environment with standard equipment use.
- Occasional lifting, up to 30 pounds; push and/or pull up to 50 pounds.
- Frequent standing, walking, and verbal communication.
- Frequent visits to other branches across the island and some travel outside of the island as needed.
Education and Experience:
- Bachelor’s degree in Human Resources, Business Administration, or related field. Master’s degree preferred.
- Minimum five (5) years of progressive HR experience, including 2 or more years in a supervisory or leadership role.
- Strong knowledge of employment law, HR best practices, and organizational development.
- Experience in the financial services or credit union industry preferred.
- HR certification (e.g., SHRM-CP/SCP, PHR, SPHR) preferred.
Pay Range:
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$70K to $120K
Member Service Representative (East Hawaii)
Serve as a liaison between the member and the Credit Union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Computer proficient; able to operate Microsoft Office.
- Possess basic; reading, writing, math, and cash handling skills.
- Able to learn and retain knowledge of; all MSR duties and responsibilities, Credit Union policies, and Federal Regulations.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem-solving, commitment to service,e and confidentiality.
- Able to work in an air-conditioned environment with tile and carpeted surfaces with frequent standing/walking.
Education and Experience:
- High school graduate or equivalent.
- Minimum six months of work experience in customer service.
- Preferred financial and cash handling experience.
Pay Range:
- $18.50 - $23.00 an hour
Operations Supervisor (East Hawaii)
Responsible for the supervision of the Member Services area. May perform all Member Service Representative (MSR) functions on a limited basis. Solve escalated member problems and/or help with complex member questions or work-related matters. Guide and advise MSRs in the efficient handling of member needs and accurate transactional processes.
Responsibilities/Duties:
- Supervise the activities of the teller operations area by assigning work, answering questions, solving problems, helping with complex transactions and sensitive member relations problems. Explain policies and procedures to members as a communication tool.
- Ensure that staff is trained and cross-trained in all phases of their particular jobs to ensure the delivery of quality service to members and to ensure accuracy in transactions.
- Evaluate the job performance of subordinates to ensure quality member service and accurate transactions.
- Develop, apply, and evaluate policies and procedures for the department.
- Manage and recommend the purchase of equipment and supplies.
- Maintain an adequate supply of traveler’s checks, money orders, and cashier’s checks.
- Maintain comprehensive, up-to-date knowledge of all State and Federal regulations that are applicable to the transactions performed in the cashier/MSR area. Knowledgeable on all credit union policies and processes within the Member Services area, with particular attention to the Bank Secrecy Act, Patriot Act and with cash controls and robbery procedures.
- Ensure that safety and security policies are up to date and training provided on safety and security procedures.
- Serve as vault teller for the credit union, which includes ordering the cash and currency, verifying cash received, filling MSR cash orders, maintaining full vault security, and balancing vault cash nightly.
- Approve member exceptions and authorize service fee refunds to members when deemed necessary.
- Oversee proper availability of daily cash, money orders, and traveler’s checks.
- Investigate MSR losses and institute corrective flow or work and/or corrective disciplinary action where required.
- Analyze the work flow on an on-going basis to determine staffing requirements. Oversee work schedules for full-time and part-time employees in the Member Services area to ensure proper service to members.
- Scheduled and give performance reviews and recommend salary adjustments.
- Fulfill the responsibilities of the Branch Manager in his/her absence.
- Assist in any area as directed by the Branch Manager/Vice President of Member Services.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Computer proficient; able to operate Microsoft Office.
- Possess basic; reading, writing, math, and cash handling skills.
- Able to learn and retain knowledge of; all MSR duties and responsibilities, Credit Union policies, and Federal Regulations.
- Demonstrate and maintain; analytical skills, accuracy, leadership skills, ability to multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem-solving, commitment to service, and confidentiality.
- Knowledgeable of all MSR duties and responsibilities.
- Able to conduct loan interviews, enter appropriate information into the system, book loans and audit loan files.
- Possesses a detailed, working knowledge of all credit union policies and federal regulations as well as basic knowledge of Hawaii Employment Laws.
- Able to work in an air-conditioned environment with tile and carpeted surfaces, with frequent standing/walking. Occasional lifting up to 25-30 pounds; push and/or pull up to 50 pounds.
Education and Experience:
- High school graduate or equivalent.
- Minimum two years of financial experience.
- Minimum two years of leadership or supervisory experience.
- Preferred Associate’s Degree in a related field.
Pay Range:
- $24 - $32 an hour
Branch Manager (East Hawaii)
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Solve problems within established policies and guidelines.
Responsibilities/Duties:
- Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
- Recommend, implement, and supervise the budget for the branch.
- Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
- Recruit and select quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.
- Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases.
- Work with internal auditor to ensure compliance with internal controls.
- Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
- Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.
- Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
- Ensure that staff receives on-going training on security and robbery procedures.
- Schedule adequate staff to ensure efficient branch operation.
- Conduct loan interviews. Process, approve, and/or close loans.
- Monitor branch operations to ensure a consistent, professional approach.
- Assist staff or members in solving complex account problems.
- Create and maintain a cross-selling environment within the branch. Train employees to maximize opportunities to sell products.
- Manage and recommend the purchase of equipment and supplies.
- Hold periodic staff meeting to discuss areas needing improvement, changes in procedures, new developments or services, and to present general information.
- Assist in any area as directed by the President, CEO/Vice President of Member Services.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Possess basic; reading, writing, and math skills.
- Strong leadership and organizational skills with a passion for change, capable of coaching and developing team members while promoting a service-oriented culture.
- Excellent interpersonal skills, encompassing verbal, written, and listening abilities along with a professional image and personality.
- Willing to be a hands-on manager, collaborating across departments and fostering positive behaviors and cooperation among peers and staff through example.
- High degree of honesty and integrity, thriving in a team environment as a self-starter.
- Proficient in Microsoft Office applications with a strong knowledge of the credit union movement, policies, procedures, front-end operations, lending, and business development.
- Capable of ensuring adherence to state and federal laws and regulations governing credit union operations while developing, managing, and sustaining a sales culture focused on enhancing member loyalty through customer relationships.
- Able to respond effectively to common inquiries or complaints from members and staff.
- Able to work in an air-conditioned environment with tile and carpeted surfaces, with frequent standing/walking. Occasional lifting up to 25-30 pounds; push and/or pull up to 50 pounds.
Education and Experience:
- High school graduate or equivalent.
- Minimum two years of financial experience.
- Minimum two years managerial experience
- Preferred two years experience in a related field
- Associate’s Degree in Finance or Accounting, or preferably Bachelor’s Degree
- Preferred Certified Financial Services Professional (CFSP) Designation with electives in Policy writing, Compliance program management, and Consumer lending.
Pay Range:
- $65k - $85k annually
Controller (East Hawaii)
The Controller is a strategic financial leader responsible for overseeing the credit union's financial operations, ensuring accuracy, integrity, compliance, and efficiency in all financial activities. This role plays a critical part in identifying and solving financial and operational challenges, improving departmental efficiency, and ensuring compliance with regulatory standards. The Controller manages the finance team and partners with leadership to support sound financial decision-making and long-term sustainability.
Responsibilities/Duties:
- Accounting Operations and Financial Reporting:
- Prepare monthly, quarterly, and annual financial reports, analyses, and forecasts as well as reports for taxes and regulatory compliance, including NCUA 5300 call report.
- Ensure timely and accurate closing of monthly, quarterly, and annual financial periods.
- Manage daily accounting operations, including accounts payable, accounts receivable, reconciliation of all accounts, cash management, and general ledger functions.
- Continuously improve accounting and financial reporting policies and processes for increased efficiency, accuracy, and effective financial management.
- Budgeting and Forecasting:
- Develop and manage the credit union’s annual budget and financial forecasts.
- Provide financial analysis, variance analysis, and recommendations to support strategic planning and decision-making.
- Collaborate with department heads to ensure budget alignment and financials forecasts.
- Team Leadership:
- Lead, mentor, and develop the finance staff, fostering a culture of accountability and continuous improvement to achieve set goals.
- Foster a collaborative and productive work environment with focus on continuous learning and growth.
- Assist in project management, implementing new programs/strategies, and perform other duties as assigned by the Executive Vice President.
- Compliance and Financial Systems Management:
- Ensure compliance with Generally Accepted Accounting Principles (GAAP), regulatory requirements, and internal policies.
- Coordinate and liaise with internal and external auditors during annual audits and NCUA examination.
- Implement and maintain internal controls to safeguard assets and ensure accurate financial reporting. Develop, document, maintain, and improve processes and internal controls related to operational and financial accounting functions.
- Oversee and optimize the maintenance and enhancement of financial systems, software, tools, and workflows.
- Ensure the accuracy and integrity of financial data within the systems while minimizing manual processes and increasing efficiency.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Computer proficient; able to operate Microsoft Office applications.
- Proficient working knowledge of accrual accounting and generally accepted accounting principles.
- Demonstrate and maintain analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem-solving, commitment to service, confidentiality, strategic thinking, leadership and team management abilities.
- Able to work in an air-conditioned environment with tile and carpeted surfaces, with frequent standing/walking. Occasional lifting up to 25-40 pounds
Education and Experience:
- High school graduate or equivalent.
- Preferred solid understanding of GAAP accounting and experience with complex financial analysis, modeling and internal controls.
- Preferred minimum of five years of accounting and/or financial experience within a financial institution
- Preferred minimum two years of managerial or supervisory experience
- Preferred Bachelor's Degree in Accounting, Finance, or a related field with CPA or equivalent certification
Pay Range:
- $70k - $100k annually
Management Trainee (East Hawaii)
Management Trainee has the opportunity to work in several departments across the credit union to explore a path toward a future leadership role that best suits the person and meets the needs of the organization. Management Trainee will receive training, mentorship, exposure to a wide range of projects, and growth opportunities. The Management Trainee program is for two years, with possible modifications in duration depending on the individual’s goals and/or organization’s priorities. After completion of the program, the Management Trainee may have an opportunity to be placed for ongoing work in collaboration with HR, usually as an Assistant Operations Supervisor, Loan Officer, or an equivalent role.
Responsibilities/Duties:
- Meet with the Training Specialist to outline goals during the term of the program, review the rotation schedule, and go through onboarding training.
- Proactively communicate with department managers and colleagues to seek out ways to contribute to the department as well as learn about the work of the credit union in that role.
- Attend monthly cohort meetings with other Management Trainees to share about the learning journey and to provide feedback to the Training Specialist about what is working and what is not.
- Present reports (written and/or verbal) to the President/CEO, the Management Team, and others as needed.
- Provide manpower and support for special projects and community development efforts as assigned.
- Undergo performance appraisals provided by the department manager and in collaboration with HR to receive feedback to improve performance.
- Perform tasks and/or projects assigned by each department head.
- Perform additional duties as assigned by various department managers.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Computer proficient; able to operate Microsoft Office.
- Possess basic; reading, writing, math, and cash handling skills.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem-solving, commitment to service, and confidentiality.
- Able to work in an air-conditioned environment with tile and carpeted surfaces with frequent standing/walking.
Education and Experience:
- High school graduate or equivalent.
- Bachelor’s degree in Business Administration or a related field required or equivalent work experience.
- Preferred financial industry work experience.
Pay Range:
- $18.50 - $24.00 an hour
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The above information has been designed to indicate the general nature and level of work performed by an employee in each classification. It is not to be interpreted as a comprehensive inventory of all duties, responsibilities, and/or qualifications required of employees assigned to this job.
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions.
*Benefits apply to full-time employees. Additional restrictions may apply.

