Pacific Service Credit Union
Working for Pacific Service Credit Union
We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.
What's in it for you?
Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Employees are vested at 100% for all employer contributions beginning the first day of employment.
Bonus program: All employees are rewarded for attaining our annual organizational goals.
Tuition Reimbursement program for employees eligible after six months of service.
Recognition program where employees can be nominated by management, their peers or by members.
Employee referral bonus.
Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
Employees are eligible to receive a consumer loan rate discount.
Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave.
Our Hiring Process
We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.
Apply: Submit your resume for one of our job openings.
Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.
In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).
If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!
Pre-employment requirements include an employment application, standardized testing, including aptitude or skill-set test, a drug screen, a credit screen and a criminal background check.
ABOUT THIS ROLE:
At Pacific Service Credit Union, we uphold trustworthy practices, deliver innovative solutions, and provide exceptional support to our internal teams. Every employee contributes to operational excellence, efficiency, and compliance, driving our success and member financial well-being. Reporting to the CFO, The VP Finance will contribute to driving all financial functions including financial strategies, budgeting and forecasting, and financial reporting while ensuring compliance with regulatory standards and alignment with the Credit Union's mission, goals, and long-term financial health. This individual will collaborate across departments to support sustainable growth and operational efficiency, while maintaining robust internal controls and sound fiscal policies. The VP Finance is expected to present financial reports to senior management, ALCO and/or Board of Directors.
ESSENTIAL JOB FUNCTIONS: Conducts financial analysis to provide actionable insights for senior management and support strategic planning initiatives. Develops financial forecasts and models to guide budgeting, capital planning, and long-term financial projections. Oversees cash and liquidity management to ensure adequate funding is available to meet operational and strategic needs. Recommends investment portfolio decisions to the EVP/CFO. Drives asset-liability management (ALM) processes to ensure sound balance sheet structure and mitigate interest rate and liquidity risks. Leads the budgeting process. Develops budgetary guidelines to meet short and long-term financial goals. Recommends deposit and loan pricing strategies that support member value and financial sustainability. Recommends derivative strategies to manage interest rate risk in compliance with regulatory requirements. Directs accounting management to ensure proper financial reporting. Participation loan management, including performance monitoring and risk assessment. Provides coaching and mentorship, as well as constructive feedback to direct reports, fostering professional growth and enhancing individual and team performance. Strong managerial, service management, organization and communications skills sufficient to provide self-directed problem-solving and strategic planning of department activities. Drives innovation and continuous improvement. Fosters a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Develops and implements tools and reporting used for planning, forecasting, monitoring, and decision support. Demonstrates accountability by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Acts with integrity, follows through on commitments, and upholds professional standards. Supports and upholds company culture by aligning performance with the credit union's mission and values, contributing to a positive, high-performing environment. Serves as a role model for professionalism, collaboration, and the pursuit of excellence. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS:
Performs other duties as assigned by the CFO. COMPETENCIES:
The following competencies are essential for success in this role:
Builds Culture: Creates a healthy work environment, embraces and models organization core values, helps people feel safe, heard, and that they belong Forms vision and strategy: Identifies, articulates, and supports the vision, strategic goals and direction of the company, division, or group; establishes connections between short-term goals and long-term objectives and directions Growth mindset: Scans the environment for opportunities to grow the business or accelerate performance; encourages people to exploit chances to drive the business forward; quickly comprehends new problems and situations; needs very little time to learn and master new processes or tools; able to figure things out as they go along Innovative: Encourages employees to be creative and take calculated risks; provides a safe environment to experiment; views mistakes and failures as a necessary precursor to innovative success; supports new ideas and approaches Leads change and transitions: Challenges the status quo; encourages people to question existing methods, practices, and assumptions; supports people in their efforts to try new things. Maintains a positive attitude in the face of change; appropriately adjusts behavior and activities to changing conditions Manages teams: Provides constructive feedback, developmental coaching, and advice; invests time and resources into building the capabilities of team members; helps people define career goals and establish development plans to achieve them Motivates and influences: Emphasizes the importance of people's contributions; lets people know why their work is important and how it will benefit themselves and others; energizes and inspires others to achieve goals; persuasively and positively impacts others' decisions and actions; effectively navigates and leverages social dynamics to achieve desired outcomes Resilient and resourceful: Maintains high levels of energy and enthusiasm over an extended amount of time; demonstrates self-reliance and ability to draw on a variety of resources to achieve results; does not give up when faced with challenging obstacles; completes what he/she starts; sees projects through to the end; demonstrates perseverance in the face of setbacks; shows ability to bounce back from adversity with a focus on learning and growth Thinks critically: Skilled at finding logical flaws in arguments and plans; identifies problems and solutions that others might miss; provides detailed insight and constructive criticism into problems and complex situations Thinks strategically and possesses foresight: Develops strategic, forward-looking plans; analyzes big picture impacts and anticipates future opportunities and challenges In addition to the skills and abilities listed, this role is expected to also demonstrate the Core and Manager Competencies. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members.
REQUIRED MINIMUM QUALIFICATIONS:
Education:
Bachelor's Degree in Finance, Accounting, or related field required. Experience:
10+ years of increasing experience in related disciplines, including financial operations and management, asset liability management and financial reporting, preferably in a credit union or other financial institution environment. PREFERRED QUALIFICATIONS:
MBA. Thorough knowledge of financial modeling applications and financial reporting for financial institutions. Experience with the following software and vendors a plus: Symitar/Episys, ProfitStar (financial reporting, budgeting and asset liability management), BudgetManager, PowerBI and C Myers.
Hours Required:
A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m. Hours may fluctuate accommodating business needs. This position is eligible for the credit union's telecommute policy.
Travel Requirements:
Minimal travel required.
We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.
What's in it for you?
Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Employees are vested at 100% for all employer contributions beginning the first day of employment.
Bonus program: All employees are rewarded for attaining our annual organizational goals.
Tuition Reimbursement program for employees eligible after six months of service.
Recognition program where employees can be nominated by management, their peers or by members.
Employee referral bonus.
Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
Employees are eligible to receive a consumer loan rate discount.
Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave.
Our Hiring Process
We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.
Apply: Submit your resume for one of our job openings.
Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.
In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).
If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!
Pre-employment requirements include an employment application, standardized testing, including aptitude or skill-set test, a drug screen, a credit screen and a criminal background check.
ABOUT THIS ROLE:
At Pacific Service Credit Union, we uphold trustworthy practices, deliver innovative solutions, and provide exceptional support to our internal teams. Every employee contributes to operational excellence, efficiency, and compliance, driving our success and member financial well-being. Reporting to the CFO, The VP Finance will contribute to driving all financial functions including financial strategies, budgeting and forecasting, and financial reporting while ensuring compliance with regulatory standards and alignment with the Credit Union's mission, goals, and long-term financial health. This individual will collaborate across departments to support sustainable growth and operational efficiency, while maintaining robust internal controls and sound fiscal policies. The VP Finance is expected to present financial reports to senior management, ALCO and/or Board of Directors.
ESSENTIAL JOB FUNCTIONS: Conducts financial analysis to provide actionable insights for senior management and support strategic planning initiatives. Develops financial forecasts and models to guide budgeting, capital planning, and long-term financial projections. Oversees cash and liquidity management to ensure adequate funding is available to meet operational and strategic needs. Recommends investment portfolio decisions to the EVP/CFO. Drives asset-liability management (ALM) processes to ensure sound balance sheet structure and mitigate interest rate and liquidity risks. Leads the budgeting process. Develops budgetary guidelines to meet short and long-term financial goals. Recommends deposit and loan pricing strategies that support member value and financial sustainability. Recommends derivative strategies to manage interest rate risk in compliance with regulatory requirements. Directs accounting management to ensure proper financial reporting. Participation loan management, including performance monitoring and risk assessment. Provides coaching and mentorship, as well as constructive feedback to direct reports, fostering professional growth and enhancing individual and team performance. Strong managerial, service management, organization and communications skills sufficient to provide self-directed problem-solving and strategic planning of department activities. Drives innovation and continuous improvement. Fosters a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Develops and implements tools and reporting used for planning, forecasting, monitoring, and decision support. Demonstrates accountability by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Acts with integrity, follows through on commitments, and upholds professional standards. Supports and upholds company culture by aligning performance with the credit union's mission and values, contributing to a positive, high-performing environment. Serves as a role model for professionalism, collaboration, and the pursuit of excellence. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS:
Performs other duties as assigned by the CFO. COMPETENCIES:
The following competencies are essential for success in this role:
Builds Culture: Creates a healthy work environment, embraces and models organization core values, helps people feel safe, heard, and that they belong Forms vision and strategy: Identifies, articulates, and supports the vision, strategic goals and direction of the company, division, or group; establishes connections between short-term goals and long-term objectives and directions Growth mindset: Scans the environment for opportunities to grow the business or accelerate performance; encourages people to exploit chances to drive the business forward; quickly comprehends new problems and situations; needs very little time to learn and master new processes or tools; able to figure things out as they go along Innovative: Encourages employees to be creative and take calculated risks; provides a safe environment to experiment; views mistakes and failures as a necessary precursor to innovative success; supports new ideas and approaches Leads change and transitions: Challenges the status quo; encourages people to question existing methods, practices, and assumptions; supports people in their efforts to try new things. Maintains a positive attitude in the face of change; appropriately adjusts behavior and activities to changing conditions Manages teams: Provides constructive feedback, developmental coaching, and advice; invests time and resources into building the capabilities of team members; helps people define career goals and establish development plans to achieve them Motivates and influences: Emphasizes the importance of people's contributions; lets people know why their work is important and how it will benefit themselves and others; energizes and inspires others to achieve goals; persuasively and positively impacts others' decisions and actions; effectively navigates and leverages social dynamics to achieve desired outcomes Resilient and resourceful: Maintains high levels of energy and enthusiasm over an extended amount of time; demonstrates self-reliance and ability to draw on a variety of resources to achieve results; does not give up when faced with challenging obstacles; completes what he/she starts; sees projects through to the end; demonstrates perseverance in the face of setbacks; shows ability to bounce back from adversity with a focus on learning and growth Thinks critically: Skilled at finding logical flaws in arguments and plans; identifies problems and solutions that others might miss; provides detailed insight and constructive criticism into problems and complex situations Thinks strategically and possesses foresight: Develops strategic, forward-looking plans; analyzes big picture impacts and anticipates future opportunities and challenges In addition to the skills and abilities listed, this role is expected to also demonstrate the Core and Manager Competencies. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members.
REQUIRED MINIMUM QUALIFICATIONS:
Education:
Bachelor's Degree in Finance, Accounting, or related field required. Experience:
10+ years of increasing experience in related disciplines, including financial operations and management, asset liability management and financial reporting, preferably in a credit union or other financial institution environment. PREFERRED QUALIFICATIONS:
MBA. Thorough knowledge of financial modeling applications and financial reporting for financial institutions. Experience with the following software and vendors a plus: Symitar/Episys, ProfitStar (financial reporting, budgeting and asset liability management), BudgetManager, PowerBI and C Myers.
Hours Required:
A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m. Hours may fluctuate accommodating business needs. This position is eligible for the credit union's telecommute policy.
Travel Requirements:
Minimal travel required.