WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.
WHAT YOU’LL DO:
Analyze, recommend, execute and manage financial strategies for the credit union. Provide leadership in the areas of finance, pricing, cost accounting, liquidity and risk management. Develop financial information to promote the achievement of strategic investment goals and control risk. Oversee the asset/liability management (ALM) function through the development of processes, procedures, analysis, and reporting. Utilize projections and computer simulations to develop and achieve ALM goals. Execute strategic and financial projections, data and financial analysis for a variety of special projects and initiatives within the framework and guidelines provided by the VP of Finance, CFO or other managers. Make decisions that commensurate with ALM and financial functions.
WHAT YOU’LL BRING:
- Bachelor’s degree, preferably in Finance, Accounting, Business or related, or equivalent work experience. Master’s Degree in Finance or Business preferred.
- 5+ years of relevant work experience within the financial or related industry.
- Proven financial analytic skills, working knowledge of Asset Liability Management, liquidity management, financial analysis, cost accounting and financial reporting. Knowledge of investment securities and pricing techniques.
- PC experience to include a general working knowledge of Microsoft Office (i.e., Excel and Word), Internet, and E-mail or equivalents. Working knowledge of ALM, budgeting and projection model software preferred.
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate financial data collected. Database management and financial data analysis experience preferred.
- Strong written and verbal communication skills. Ability to interact and speak professionally and comfortably in face-to-face, telephone, and e-mail environments with members and co-workers.
- Ability to read and interpret technical financial information.
- Good project management skills, with the ability to manage multiple projects simultaneously.
- Compliance with the Bank Secrecy Act and all its provisions.
- Ability to pass a pre-employment drug test and various background checks.
- Regular and reliable attendance at the workplace.
WHAT WE OFFER:
- Competitive pay and incentive programs for all positions.
- Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
- Affordable dental and vision insurance coverage.
- Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
- 10+ paid holidays each year.
- Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
- 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
- Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
- Employer-paid Short Term and Long Term Disability benefits.
- Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
- Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
- Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, and more.
- Special employee discounts when you join TruStone Financial as a credit union member.
- Employee activities, events, discounts, and many other great benefits and perks!
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.
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