Relationship Executive

CrossState Credit Union Association

Are you self-motivated and goal driven? Do you enjoy meeting new people and building relationships? Are you a problem solver? 

A Relationship Executive has strong relationship building skills, an enthusiastic can-do attitude, and a desire to learn. This position will provide the opportunity to meet new people, develop relationships and serve an integral role in meeting the varied business needs of credit unions. Being a Relationship Executive will require travel within an assigned territory providing solutions, products, and services to satisfy credit union needs while helping to grow revenue through qualified lead generation.

The Relationship Executive has a lot of autonomy but is accountable to supporting the team to meet organizational goals. This is not an office-based position, and a successful candidate will live in proximity to their assigned territory in Pennsylvania and be flexible to work outside of normal business hours when necessary.

Job requirements include a bachelor’s degree or equivalent work experience, some experience within the banking, credit union, or financial services sector, and the ability and desire to learn our products and procedures thoroughly and quickly.

About CrossState:

CrossState offers a competitive compensation and benefits package, including a generous 401K match and contribution, medical, dental, vision, disability, and life, tuition reimbursement, and more.

Interested candidates should click here to apply.

Auditor

CrossState Credit Union Association

JOB TITLE: Auditor

DIVISION: CrossState Solutions

DEPARTMENT: Compliance & Audit

JOB CLASSIFICATION: Full-time Employee, Salary – Exempt

DIRECT REPORTS: 0

POSITION PURPOSE: 

The Auditor conducts audits of Credit Union operations to assess the effectiveness of internal controls, accuracy of financial records and efficiency of operations; provides documentation of the Credit Union's internal control environment; reports findings and makes recommendations. This position organizes, conducts and reports on scheduled audits designed to add value and improve our credit union member’s operations. This position is a work from home office position. 3 to 4 days per week will include travel to credit unions.

ESSENTIAL FUNCTIONS:

1. Performs Supervisory Committee Annual Reviews (SCAR) of the books and records of credit unions and account verifications of members’ accounts in accordance with accepted auditing procedures and regulatory guidelines.
2. Performs ACH reviews and issues related reports in compliance with NACHA requirements.
3. Performs BSA reviews and issues related reports in compliance with the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), and Member Identification Procedure (MIP).
4. Prepares and submits a confidential, detailed written report of the finding to the credit union’s Supervisory Committee or Management depending on while type of review conducted, which shall include recommendations. Upon request, presents the findings and recommendations to the credit union’s Board of Directors.
5. Assist with internal operations review (IOR) including ‘agreed upon procedures’ such as loan review, cash counts, etc. as assigned by the Manager, Audit Services.
6. Conducts an exit meeting with credit union officials to inform them of any findings prior to leaving site, in order to eliminate misunderstandings and improve communications.
7. Responsible for contacting credit union officials to schedule the reviews based upon audit schedule as provided by the Manager of Audit Services.
8. Maintains timesheets and submits timely expense reports.
9. Informs supervisor of any problems or situations that may arise during field work.
10. Maintains all work papers for review and other services performed per Federal and State Regulations.
11. Travels to credit unions to conduct fieldwork and arranges for lodging when necessary. Some work can be prepared remotely based on credit union’s needs and technology.
12. Attends and participates in conferences, seminars, workshops, and meetings to keep current on contemporary issues facing credit unions.
13. Presents fee-based training at Chapter Meetings and acts as resources for the Compliance & Operations officers and Compliance Consultants.
14. Have a good working knowledge of liquid files and ZOOM for virtual reach to credit unions.
15. Performs all other duties as assigned by Supervisor.

EDUCATION AND EXPERIENCE:

Bachelor's degree in Business with a concentration in Accounting required with 2-3 years of related experience.

Interested candidates should click here to apply.

Administrative Assistant/Member Support – Part-time, Independent Contractor

Firefly Association Management

IMPORTANT: To be considered, you must be willing to accept the following: 

• Independent contractor (1099-NEC) agreement
• Part-time hours (approximately 10 hours per week)
• Work from home/remote
• Required to own a reliable laptop or desktop computer
• Required to maintain your own Microsoft desktop license for business applications (Word, Excel, etc.)

Position Overview: Member services-related administrative duties and activities, serving as the point of contact for current association members, potential members, and stakeholders. Administrative Assistant to Executive Director.

Responsibilities

Member Support Related Tasks and Duties

• Provide member service via telephone and email inquiries.
• Compose/prepare documents/reports/email responses.
• Manage the organization's membership database (AMS), ensuring that all member data is accurate and up to date.
• Provide technical assistance to members for AMS account issues and serve as primary liaison between the association and AMS.
• Facilitate signing up of new members and process dues payment.
• Monitor and facilitate member renewal process/invoices/follow-up mailings, etc.
• Extract reports
• Engage with members and ensure that they are satisfied with their membership experience, answer their questions, and address any concerns they may have.
• Work with Membership Committee and other staff to assist in the planning, development and execution of recruitment and retention tactics and programs.
• Work with board representatives in identifying and recruiting new members in their region of the state.
• Assist with production of membership materials.
• Assist with updating web site content.
• Post on social media sites.

Executive Director Administrative Support

• Scheduling and organizing meetings for Executive Director, including coordinating calendars and logistics, and sending out invitations and reminders.
• Assist with email management.
• Prepare and edit correspondence as needed.
• Assist with various client programs as needed.
• Assist with annual board nominations and membership awards.
• Assist with fundraising and events.
• Maintain board and committee member lists and directories.
• Prepare check requests and update accounting spreadsheets for bookkeeper and accountant.
• Perform other administrative tasks as required.

The ideal candidate will have:

• Minimum 3 years’ experience working for a membership association or association management company
• Minimum 5 years administrative support experience, preferably working directly with Executive Director
• Member/client services experience
• Excellent interpersonal skills
• Professional verbal and written communication skills
• Proficiency in Microsoft Office (Outlook, Word, Excel, etc.)

The ideal candidate will be:

• Dependable and conscientious
• Ability to work independently
• Highly organized and detail oriented
• Proactive

Hourly rate is commensurate with experience. Independent contractors are paid once a month.

Email letter of interest, resume and list of references to [email protected].

Strategic Marketing & Communications Officer

CrossState Credit Union Association

JOB TITLE: Strategic Marketing & Communications Officer

DIVISION: CrossState Credit Union Association (CrossState)

DEPARTMENT: Marketing & Communications

JOB CLASSIFICATION: Full-time Employee, Salary – Exempt

DIRECT REPORTS: 3

POSITION PURPOSE:

Oversees communications, public advocacy, and marketing programs of CrossState and its affiliates. Develops, plans, and executes an integrated marketing, communication, and public relations plan to demonstrate CrossState’s membership value, raise credit union awareness, and increase credit union’s participation with CrossState. Highlights advocacy, compliance, professional development, and other works of CrossState, while marketing CrossState Solutions and other affiliates to generate and increase overall revenues. The Strategic Marketing & Communications Officer, like many CrossState positions, is a hybrid office/ remote (50-50%) position based in either Harrisburg PA or Hamilton NJ.

ESSENTIAL FUNCTIONS:

1. Directs communications, marketing, and public advocacy efforts of CrossState and its affiliates.
2. Responsible for all communication channels including, but not limited to publications, web, digital, social media, and others to market and communicate the value of CrossState, its affiliates, and their programs, products, and services.
3. Serves as primary spokesperson for the organization.  Interacts with members of the media and other opinion leaders. Arranges media coverage for special events that raises awareness of credit unions and their work.
4. Manages overall creative direction for all marketing and communications efforts, including the development and administration of a company-wide marketing plan.
5. Establishes and monitors metrics for the measurement of the effectiveness of marketing and communications efforts.
6. Develops and oversees initiatives designed to make credit union members and the general public aware of the benefits of credit union membership.  Enhances the visibility and positive image of CrossState and credit unions through a variety of media.
7. Works with staff throughout the organization, helps to define target markets, and design campaigns for various programs, products, and services.
8. Provides direction and allocates resources to specific priorities and projects to reach short-term and long-term goals.
9. Writes for the President & CEO and assists other staff members writing and editing speeches, articles, and reports.
10. Establishes and maintains a favorable image of credit unions through public advocacy efforts and test programs designed to make credit union members and the public aware of the benefits of credit union membership. Assists in the strategic alignment of the annual department budget and business plan.
11. Conducts performance appraisals and any coaching and counseling of department staff, as required.
12. Performs other duties as assigned by supervisor.

PHYSICAL REQUIREMENTS:

1. Repetitive movement of hands and fingers (i.e., for typing or writing).
2. Lifting and carrying containers weighing as much as 5-20 pounds (i.e., to/from office).
3. Sitting for long periods of time (i.e., at a desk, in meetings).
4. Ability to reach above, at and below the waist.
5. Ability to reach above, at and below shoulder level.

KNOWLEDGE, SKILLS, & ABILITIES:

1. Knowledge – Maintains required knowledge, skills, and abilities in assigned area of expertise, including standards, fundamentals, and techniques required for the job. Stay abreast of industry trends.
2. Supports and demonstrates CrossState’s organizational goals, culture, products and services, policies, and internal practices.
3. Proficient with social and mass media outlets, marketing data analytics, SEO, and communication distribution channels.
4. Strong, professional team player who can communicate, collaborate, and influence effectively with stakeholders at all levels of the organization, strong executive-level presence, and deep subject matter expertise.
5. Excellent project delivery/implementation skills and commitment to deadlines, processes, and policies.
6. Energetic, flexible, and highly proactive; a proven team leader who has positively and productively impacted strategic initiatives.
7. Demonstrated ability to maintain confidentiality and handle sensitive information. Particularly with credit union member’s information, as well as other information designated as confidential.
8. Travel – occasional travel and work including nights, weekends, and overnight stays. Must have the ability to drive and possess a valid driver’s license (no suspensions or similar legal prohibitions on driving). Expected to attend CrossState marquis events.
9. Public speaking skills/facilitation skills. Ability to support effective interaction between and among people and groups of people (i.e., chapter meetings, conferences).
10. Attendance – Regular and consistent attendance is required to maintain acceptable performance standards and routine duties of the position.

EDUCATION AND EXPERIENCE:

Bachelor's degree in Communications or Marketing with over 5 years of related and practical experience. Master’s degree and trade association experience preferred. 5 years of managerial experience required. Experience leading brand and marketing initiatives and overall communication efforts. 

Interested candidates should click here to apply.

Assistant General Manager

Contractors Association of Eastern PA

Salary Range: Commensurate w/experience
Reports to: General Manager
Reporting Matrix: General Manager → President of the Board of Directors
Career Path: General Manager
Location: Center City Philadelphia, 5 days/week
Job Category: General & Administrative
Job ID: AGM
Position Type: Full-Time
Benefits: Paid Time Off in Escalation, Full Health Benefits, SEP IRA Contribution
Travel Required: Light

• Highly organized and detail oriented; strong project management skills.
• Understanding of all issues important to the membership.
• Strong written, verbal, and public speaking skills required including presentations before large groups and correspondence to Association BOD.
• Excellent Interpersonal Skills.
• Strong leadership skills with agility to adapt, learn, and continually improve
• Assists GM, trains and develops skills within the following six (6) Core Areas of the Association’s internal and external duties and responsibilities:

1. ASSOCIATION MANAGEMENT
   
   • Implementation of BOD policies and directives.
   • Planning and preparing agendas and minutes of BOD Meetings.
   • Budget and fiscal management; monitor cash flow, A/R, A/P, Investments, 3^rd party Audits.
   • Planning Association Conferences, Luncheons, Golf Outing, Meetings, and National Convention(s).
   • Coordinate and develop education activities in collaboration with area universities.
   • Be available to all members of the BOD at all times for urgent matters.
   • Liaison between Association and its parent National Association as well as government agencies such as PennDot, City of Philadelphia Departments & SEPTA
     
     
2. MEMBER SERVICES
   
   • Detailed knowledge and communication within areas such as:
   • Disadvantaged Business Enterprise (DBE) regulations
   • Collective bargaining agreements
   • Development of Union Trade Competitive Adjustments
   • Wage rate benchmarking
   • Union benefit funds
   • Sourcing & Advertising bidding opportunities for members
     
     
3. LABOR RELATIONS
   
   • Involved in all aspects of labor relations including labor disputes and contract negotiations.
   • Prepare new collective bargaining agreements, including record keeping Minutes of negotiation sessions.
   • Coordinate all meetings with Trade Unions along with preparation and maintenance of Minutes
   • Administer collective bargaining agreements for members
   • Conduct grievance hearings and prepare for arbitration and National Labor Relation Board “NLRB” proceedings.
     
     
4. INDUSTRY RELATIONS
   
   • Maintain & Develop relationship with Philadelphia Mayor’s Departments on construction.
   • Coordinate with the Association’s Transportation Structures Committee on Penn DOT and SEPTA activities.
   • Prepare union wage rate and fringe benefits to U.S. and PA Departments of Labor.
     
     
5. UNION BENEFIT FUNDS
   
   • Ability to serve as Trustee to Multi-Employer Benefit Funds
     
     
6. LEGISLATION
• Monitor City, State and Federal legislation and regulations.
• Communicate directly with all relevant government legislators regarding Association’s position on current and proposed regulation.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• 3-5 years recent related experience.
• Bachelor’s degree required, preferably in business administration.
• Advanced skills with Microsoft Office Applications including Outlook, Word, Excel, PowerPoint, and other web-based applications.

Performance Measures for Position or Salary Increase

Performance Measures:

• Demonstration of AGM’s understanding and ability to consistently and competently deliver results in all areas of Job Description
• Demonstration of continual improvement in own personal and professional development.
• Adherence to all Association By-Laws and all other external policies, laws, and regulations.
• Meets or exceeds membership’s expectations.
• Meets or exceeds all GM’s expectations.
• Meets or exceeds all BOD’s expectations.

Future Possible Position(s): General Manager

Other examples of proficiency:

• Process Leadership
• People Leadership
• Team Building Acumen
• Knowledge of Member Business Operations
• Product & Process Improvement
• Innovation
• Timeliness
• Customer Member Focus
• Integrity
• Accomplishing Objectives
• Agility
• Critical Thinking & Problem Solving
• Continual Improvement 
• Networking Skills
• Listening Skills

Training, Development & Promotion

Training Period: 3-5 Years in Phased Approach

Training Curriculum: As established by GM to set AGM up for success in each of the six (6) Core Areas of Association leadership’s daily, weekly, monthly, and annual duties, accountabilities, and responsibilities will be measured on-going.

• Overview and Orientation.
• Introduction by GM to all key internal and external stakeholders including vendors, government contacts, National Association, etc.
• Shadowing of GM in all duties and responsibilities over a long period of time to assess understanding & competence in each of the 6 Core Areas of Responsibility.

Promotion Criteria: AGM’s performance over a long period of time has demonstrated competence, consistence, and ability to successfully adapt.

• Meets or exceeds expectations by: GM, BOD, Membership

Orientation Period: 90 Days

Please send your resume to [email protected].