Customer Experience Concierge
Indiana Members Credit Union job in Indianapolis, IN
Summary/Objective:
The Customer Experience Concierge is the welcoming face of our Headquarters located at Downtown Bottleworks, dedicated to creating memorable experiences for guests and employees. This role centers on warm hospitality, proactive support, and service-oriented communication, especially addressing employee needs related to ordering supplies, building assistance, and workplace support. Key responsibilities include greeting guests, maintaining shared spaces, managing supplies and amenities, supporting events and meetings, assisting with projects as they arise, and fostering a positive, community-focused environment. The ideal candidate is welcoming, proactive, organized, and committed to continuous improvement and collaboration.
Duties/Responsibilities:
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Warm Guest Reception: Welcome guests at the front desk with genuine enthusiasm, accompany them around the space, and proactively offer personalized assistance to ensure every visitor feels welcome and cared for.
Supportive Communication: Serve as a key resource for employees by responding to requests related to ordering supplies, assisting with building-related needs, and providing helpful guidance with a friendly and solution-oriented approach. Ensure communication is service-oriented, addressing employee needs promptly and thoughtfully to support a smooth workplace experience.
Shared Space Excellence: Ensure all shared spaces are maintained to the highest standards, collaborating with janitorial services and regularly checking in to create a comfortable, inviting environment
Supply & Machine Management: Order supplies for resource centers, social hubs, kitchens, and general HQ needs, anticipating needs before they arise. Oversee machines and ongoing service contracts (Bevi, ice machines, coffee makers, plant watering, etc.) to ensure smooth operation
Social Space Stewardship: Maintain social spaces by managing dishes, cleaning counters, and gently reminding guests of etiquette, always fostering a sense of community and belonging
Event & Meeting Support: Coordinate catering for events and visits, reserve and reset meeting rooms, assist with event setup, test technology, configure spaces, prepare name badges, and print documents for attendees
Message & Calendar Management: Manage digital messages (TVs, Vesta) and maintain meeting room calendars to ensure seamless scheduling and communication
Facilities & Security: Manage the door locking system and badges in partnership with the Facilities Manager, ensuring a safe and secure environment for all
Project Support: Provide proactive support for project management tasks as needed, always ready to help with a positive, solution-oriented mindset
Competencies
Hospitality Mindset: Foster a welcoming atmosphere, anticipating guest needs and going above and beyond to resolve issues with patience and empathy.
Community Builder: Encourage positive interactions among guests and staff, supporting social events and activities that bring people together.
Continuous Improvement: Invite feedback from guests and colleagues, actively participate in team meetings, and share ideas for enhancing the guest experience.
Highly Supportive: Regularly check in with guests and staff, address concerns promptly, and maintain a positive, helpful attitude in all interactions.
Excellent interpersonal and communication skills, with a friendly and approachable demeanor
Strong organizational skills and attention to detail
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Proactive problem-solving skills and a positive, solution-oriented attitude
Comfort with technology (phones, printers, meeting room tech, digital messaging systems)
Ability to work collaboratively with diverse teams and build positive relationships
Flexibility to adapt to changing needs and willingness to take initiative
Commitment to continuous improvement and openness to feedback
Supervisory responsibilities
None
Work environment
On-site, office setting
Physical demands
Frequent walking and standing to greet guests, support meetings, and maintain shared spaces.
Occasional lifting and carrying of office supplies, catering items, and light equipment (typically up to 25 pounds).
Reaching, bending, and stooping to access storage areas, tidy social spaces, and assist with event setup.
Manual dexterity for operating office equipment such as printers, badge systems, and digital signage.
Visual acuity to monitor digital displays, read documents, and ensure space presentation standards.
Ability to move between floors or buildings as needed to support various workplace needs.
Flexibility to stand or sit for extended periods, depending on the day's activities.
Required education and experience
High school diploma or equivalent required.
Associate's or Bachelor's degree in Hospitality Management, Business Administration, Communications, or a related field preferred.
Equivalent combination of education and experience will be considered.
2-4 years of experience in hospitality, customer service, office coordination, or a concierge role, preferably in a corporate or professional setting.
Demonstrated ability to create a warm, welcoming, and supportive environment for both guests and employees.
Proven track record of managing multiple tasks and priorities effectively in a fast-paced environment.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyVice President Mortgage Services
Indiana Members Credit Union job in Indianapolis, IN
Summary/Objective
Oversee the mortgage growth, management, workflow and promotion of first and second mortgages for sale to secondary markets and for the Credit Union loan portfolio. Responsible for the overall management of the quality and quantity of mortgage loan production and servicing; the training and supervision of employees; delegation of work and special projects; and personnel administration. Work closely with the Executive Team to develop a strategic plan for mortgage lending.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Employee supervision regarding delegation, training, enforcement of policy and procedures, and quality control
Personnel administration
Underwriting mortgage loans for exception approval
Coordination of Supervisory and Marketing efforts
Development and coordination of new policy, loan programs and procedural changes
Maintain proficient knowledge of Regulatory, Agency, and Investor compliance and guidelines
Main contact for vendors and investors
Compile and prepare reports
Research and problem solving
Location
On-site
Travel required
Will periodically be required to travel to other Credit Union locations and branches, as well as agreed upon conferences and training.
Required education and experience
Previously led a growth-minded mortgage team, consisting of both production and operations.
Mortgage Banking classes, professional real estate licensing, secondary market training with investors and ongoing compliance training beneficial
Minimum of 10 years mortgage industry experience, with strong knowledge of underwriting, processing and regulatory compliance.
Preferably, a good understanding of loan pricing and profitability opportunities with the secondary market.
Associates degree or equivalent business experience
Additional eligibility requirements
Periodically required to work outside of normal business hours.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Electronic Payment Systems Specialist
Fishers, IN job
Overview Join Our Team as an Electronic Payment Systems Specialist!
Are you ready to play a crucial role in the world of electronic payments? As an
Electronic Payment Systems Specialist
, you'll be at the heart of our financial operations, ensuring the smooth processing of various electronic transactions. This position is perfect for someone who thrives in a fast-paced environment and enjoys the challenge of problem-solving.
Responsibilities What You'll Do:
Manage unauthorized ACH transactions, stop payments, death notifications, and reclamations while adhering to relevant laws, regulations, and internal guidelines.
Utilize your keen analytical skills to make timely decisions while reviewing and processing electronic payment and deposit posting errors.
Efficiently use multiple systems to support wire transfers, ACH files, and check items.
Oversee and process wire transfer requests, ensuring secondary verification and end-of-day validation and balancing.
Research and address check adjustments and errors promptly, following applicable laws and guidelines.
Set up and maintain originating loan payments from external financial institutions, including handling returned payments.
This opportunity is ideal if:
You're a natural problem solver with a sharp eye for detail.
You take ownership of your work and accept responsibility with confidence.
You are committed to ensuring the thoroughness and accuracy of your work.
You anticipate and respond to both internal and external customer needs effectively.
You can collaborate well with others but also excel independently.
Qualifications
What we are looking for:
High School Diploma or Equivalent
One to Three Years of Similar or Related Experience
Working knowledge of Microsoft Office including Excel and Outlok
Education or Experience in ACH/EPS Preferred
Employee Perks:
Competitive Pay
Student Loan Reimbursement
Tuition Assistance
Wellness Programs
Community Involvement and Paid Volunteer Time
Professional Development/Award Winning Training Program
401K with Match
Comprehensive Benefits Package
Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyGeneral Employment Application
Fishers, IN job
Helping Members Live Their Financial Dreams
FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members. Our mission is to
help our members live their financial dreams
. FORUM serves families and businesses in the state of Indiana with convenient branch locations and online access from anywhere.
Don't see the job you are looking for?
APPLY HERE!
We are always looking for dedicated, hard-working individuals who want to join the FORUM Team! Please submit your general application here in order to be considered for future employment opportunities. Our team will reach out if we have an open role that matches your experience.
*Please Note: If there is a specific job you are interested in, please apply under that job posting.*
Responsibilities
FORUM Credit Union might be the place for you if:
If you enjoy helping meet the needs of members through listening, identifying, and recommending credit union products and services
You focus on the thoroughness and accuracy of work
You provide high priority to customer/member satisfaction and service
If you are able to be responsive to member and employees needs and be able to handle all problems and complaints with professionalism and courtesy
If you enjoy being a part of a fast-paced, challenging and rewarding career
Qualifications
We are looking for someone who:
Has a positive attitude and great work ethic
Is willing to continuously learn and develop both professionally and personally
Is committed to their work
Can get along with others, as well as work independently when needed
Is very customer service oriented
Has a High School Diploma or Equivalent
Employee Perks:
Competitive Pay
Student Loan Reimbursement
Tuition Assistance
Wellness Programs
Community Involvement and Paid Volunteer Time
Professional Development/Award Winning Training Program
401K with Match
Comprehensive Benefits Package
Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyManager in Training
Fishers, IN job
Are you looking to grow your career in branch management while making a difference in your community? Join us as a
Manager in Training
at FORUM Credit Union! You'll become a trusted advisor to our members and a reliable leader in our organization.
Responsibilities
Daily responsibilities include:
Learning various principles of management and understanding branch operations, member products, services, networking, and sales.
Accurately and efficiently assisting members with transactions, problem-solving, and account maintenance.
Support the Branch Manager in daily tasks and help compile and maintain branch statistics.
Recommending credit union products and services while assisting the Branch Manager on a daily basis.
Compiling and maintaining branch statistics and performing loan interviewer duties.
Meeting individual monthly goals and addressing member and employee concerns.
You may enjoy this job if:
You are seeking a Branch Management position
You are a problem solver, with attention to detail
You are a team player, but can also work independently
You have the ability to multi-task and adapt to change
You want career opportunity and growth
Qualifications
What we are looking for:
College Degree or Equivalent Work Experience
Preferred Degree in Business Related Field
Prior Financial Institution Knowledge
Demonstrated Leadership Skills
Preferred Customer Service experience
Strong Interpersonal and Networking Skills
Preferred Sales Experience
Employee Perks:
$23-26/hour plus up to $15k/annually in bonuses
Student Loan Reimbursement
Tuition Assistance
Wellness Programs
Community Involvement and Paid Volunteer Time
Professional Development/Award Winning Training Program
401K with Match
Comprehensive Benefits Package
Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyCommercial Loan Credit Analyst I
Indiana Members Credit Union job in Evansville, IN
is not remote)
Summary/objective
The Credit Analyst is a self-motivated individual responsible for the production of commercial credit analysis for new and existing loans. In addition, they are equally as responsible for the management of the IMCU Commercial Services portfolio. They work closely with loan officers, borrowers, and IMCU personnel to ensure rapid response to loan requests. Implements and follows loan review policy and accepted loan review standards.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Responsible for accurately analyzing commercial credits as assigned by the Team Lead
Maintain awareness of new and changing underwriting guidelines and industry regulations
Prepares weekly and quarterly department reports
Develop solid understanding of underwriting and tracking software
Monitor weekly exception reports within the business loan portfolio
Develop in-depth knowledge of the portfolio and members within a given relationship
Work closely with Commercial Lenders to help structure deals and assess risks on new money requests as well as ongoing risks within their existing portfolios
Competencies
Strong attention to detail for accuracy in processing
Strong accounting and finance skills applicable to commercial lending
Excellent oral and written communication skills, including telephone communication skills
Proactive communicator and problem solver
Strong customer service skills
Supervisory responsibilities
None - however, with the right candidate may be asked to help mentor less experienced associates
Work environment
Office environment
Physical demands
Sitting for extended period of time
Handling - ability to touch, feel, lift, operate and control equipment, materials and objects with hands
Reaching - ability to thrust out the hands to retrieve an object
Seeing - ability to have power of sight
Hearing - ability to be aware of sounds by the ear
Travel required
Minimal
Required education and experience
College degree preferred with a background in business
2-5 years business experience underwriting commercial credits
Baker Hill NextGen a plus but not required
Working knowledge of business financial statements
Microsoft Word and Excel, general knowledge
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Branch Supervisor
Indiana Members Credit Union job in Bloomington, IN
Summary/Objective:
The Branch Supervisor plays a key leadership role in overseeing the daily operations of a credit union branch. This individual ensures the branch operates efficiently while delivering exceptional member service. The Branch Supervisor is responsible for supervising staff, fostering member relationships, maintaining compliance, and achieving branch performance goals.
Duties/Responsibilities:
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Oversee day-to-day operations, ensuring efficiency and compliance with credit union policies and procedures.
Open and close accounts, process loan applications.
Contribute to branch performance goals by soliciting appropriate products and services to members.
Handle escalated member inquiries and resolve issues promptly and professionally.
Monitor cash operations, balancing, and daily transaction processing.
Supervise and coach branch staff
Schedule and coordinate staffing needs to ensure proper coverage.
Ensure a high standard of member service is maintained across the branch.
Maintain security standards to safeguard member information and branch assets
Competencies
Fluent in the English language
Comfortable utilizing computers and technology, including online and mobile banking services.
Attention to detail, maintain adaptability, flexibility and organizational skills
Excellent interpersonal and customer service skills
Excellent verbal and written communication skills including proven dispute resolution skills
Strong analytical and problem-solving skills
Skilled in use of internal systems required for job function
Supervisory responsibilities
Retail branch staff
Work environment
Office setting within a credit union branch
Physical demands
May require sitting for long periods of time
Extended period viewing computer monitor
Ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
Reaching
Carrying, lifting to 50 lbs.
Travel required
Periodic travel to assist other branch locations as needed
Required education and experience
High school Diploma
3+ years of experience in banking, financial services, or credit union operations, including supervisory responsibilities
Associate's degree or higher in business, finance or related field (preferred)
Strong knowledge of credit union products, services, policies, and regulatory compliance
Consumer lending experience
Excellent leadership, communication, and interpersonal skills
Auto-ApplyDirector of Accounting
Indiana Members Credit Union job in Indianapolis, IN
Summary/objective
The Director of Accounting reports to the Controller. The Accounting Department is responsible for providing accurate, relevant, and timely information to end users across the organization to achieve data-driven decisions and high levels of financial performance.
Essential functions
This position requires an employee to be onsite. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Oversee, in coordination with Controller, accurate and efficient accounting operations, internal controls and financial reporting.
Supervise accounting for transactions involving mortgage portfolio, investor mortgage activity, and mortgage servicing rights.
Assist Controller in implementing new accounting standards, regulatory changes impacting accounting and finance, and ongoing process improvements with an emphasis on opportunities for automation.
Prepare variance-related financial reports and analyses to key stakeholders with a high degree of accuracy.
Monitor and reconcile assigned general ledgers to ensure accuracy.
Assist other departments as needed to accomplish projects and understand the impact on the financial statements.
Coordinate and assist the roll out of new products and services, from an accounting perspective, including the impact on financial statements and accounting and finance functions.
Develop and maintain working knowledge of all accounting tasks to supervise, coach and provide cross-functional support.
Maintain strong knowledge of IMCU's products and services.
Build trust throughout IMCU by collaborating with accounting and finance teams and being personally responsible to provide accurate, relevant, and timely financial information.
Continue to develop knowledge of industry practices and products.
Participate in appropriate learning opportunities to grow expertise.
Prioritize tasks and departmental projects to ensure initiatives are completed efficiently and effectively.
Work with CFO, Controller and Human Resources staff to administer certain employee benefit plans.
Required education and experience
Bachelor's degree in accounting or finance from an accredited college or university.
Three years of experience in accounting, preferably in a banking or credit union environment.
Proficiency with complex spreadsheets and basic understanding of SQL.
Thorough knowledge of financial institution accounting concepts, practices, and financial reports.
Strong leadership, communication and interpersonal skills.
Other duties
Please note this job description is not a comprehensive listing of the activities, duties, or responsibilities of this job, and they may change at any time with or without notice.
Auto-ApplyCollections Specialist
Remote or Fishers, IN job
Hybrid or remote work available following initial training period
Must live within one hour of Fishers, IN headquarters
Base Compensation: $38K-$40k plus incentives
Are you searching for a career opportunity with amazing benefits and ability to make an impact on the lives of others in your community?
We are honored to be a Best Place to Work in Indiana for over a decade. Our mission is
helping members live their financial dreams.
We are hiring a Collections Specialist to join our team and help us keep growing. As a
Collections Specialist
you will collect on all credit union loan products in a friendly, professional manner.
Responsibilities
Daily responsibilities consist of:
Actively assisting our members and providing them with financial advice
Problem solving and member account maintenance
Maintaining high call volume, collecting from Members, and utilizing skip tracing
Collaborating with peers and supervisors daily
Identifying and recommending our Credit Union products and services
Qualifications
What do we need from you?
High School Diploma or Equivalent
Previous Collections and/or Customer Service Experience
Some Call Center Experience
Proficient Computer Skills
Enthusiastic & Positive Attitude
What can you expect from us?
Competitive base pay + incentives
Generous paid time off plus 11.5 holidays
Student loan reimbursement
Tuition Assistance
Wellness & health reimbursement programs
401(k) with company match
Health, dental & vision coverage
Professional development/award winning training
Community involvement and paid volunteer time
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyTeller
Indiana Members Credit Union job in Indianapolis, IN
Job Description
PURPOSE: Provide a variety of service functions and good quality member service to the members of the Credit Union
Process various member transactions - deposits, withdrawals, loan and credit card cash advances, loan & credit card payments, money orders, cashier checks, corporate checks, crossing selling other products, update members accounts, handle members problems & complaints, wire transfers, complete payroll deduction forms, direct deposits forms
Access safe deposit boxes when applicable
Handle and maintain security of large amounts of cash
Communicate with all back-office departments for assistance and member requests
Open and close various types of accounts, certificates, etc.
Create/order ATM/Debit cards for members
Process stop payments, print statements and histories for members.
Remote Capture checks
Balance cash drawer daily
Assist with night deposits and ATM deposits
Other duties in the branch may include counting cash delivery, balancing ATM, filing, keeping teller area and branch clean and organized, help with “end of day” duties, stocking lobby with supplies
EDUCATION AND EXPERIENCE
High School diploma or equivalent
Previous cash handling/customer service experience
Completion of Credit Union internal training
Skilled in use of Episys & Synapsys once training is completed
Universal Member Service Representative II
Indiana Members Credit Union job in Indianapolis, IN
Summary/Objective:
The Universal Member Service Representative is responsible for delivering exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of our members. This role requires a deep understanding of credit union operations, consumer lending practices, and a commitment to fostering strong relationships with members.
Duties/Responsibilities:
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Accurately handle member and non-member transactions
Responding to member and potential member inquiries
Balance and detail (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable
Answer phones
Accurately open and close accounts, while ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
Order/count cash
Ensure all audit and security policies and procedures are followed
Scan negotiable items and other member documents
Process night drop deposits and payments
Verify and balance Travel and Gift cards
Order supplies for location
Compile End-Of-Month work
Process check orders
Filing, shredding, etc.
Assist with loan applicants including processing and closing loan applications
Assist Branch Manager and other team members
May be required to handle responsibilities during Manager's absence
Required education and experience
12 - 18 months credit union experience or other financial institution experience with internal sales experience
High School diploma, GED, or Equivalent Certificate
Associates or Bachelor's degree preferred
Complete satisfactorily all in-house training
Exceptional interpersonal and communication skills
A strong understanding of delivering exceptional member service.
Proficient computer/technology skills
REGISTRATIONS
This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.
Auto-ApplyGeneral Application
Indiana Members Credit Union job in Indianapolis, IN
Job Description
PURPOSE: Provide a variety of service functions and the best customer service possible to the members of the Credit Union
TELLER RESPONSIBILITIES AND DUTIES: (Varies for other positions)
Process member transactions - deposits, withdrawals, loan/credit card cash advances, loan/credit card payments, money orders, cashier checks, traveler checks, corporate checks, crossing selling, update members accounts, handle members problems & complaints, wire transfers, payroll deduction, allocation forms, direct deposit forms, safe deposit boxes
Handling/maintaining security of large amounts of cash
Verifying history of other financial institutions' accounts
Open and close various types of accounts, certificates, etc.
Order check copies, ATM/Debit cards, stop payments, statements and histories for members.
Remote Capture checks
Scan member documents
Balance cash drawer daily
Assist with night deposits and ATM deposits
Other duties may include counting cash delivery, balancing ATM, inventory, ordering supplies, filing, keeping teller area clean, help with “end of day” duties, stocking lobby with supplies
EDUCATION AND EXPERIENCE
High School diploma or equivalent
Previous cash handling/customer service
Completion of Credit Union internal training
Manager in Training
Fishers, IN job
Are you looking to grow your career in branch management while making a difference in your community? Join us as a Manager in Training at FORUM Credit Union! You'll become a trusted advisor to our members and a reliable leader in our organization.
Responsibilities
Daily responsibilities include:
* Learning various principles of management and understanding branch operations, member products, services, networking, and sales.
* Accurately and efficiently assisting members with transactions, problem-solving, and account maintenance.
* Support the Branch Manager in daily tasks and help compile and maintain branch statistics.
* Recommending credit union products and services while assisting the Branch Manager on a daily basis.
* Compiling and maintaining branch statistics and performing loan interviewer duties.
* Meeting individual monthly goals and addressing member and employee concerns.
You may enjoy this job if:
* You are seeking a Branch Management position
* You are a problem solver, with attention to detail
* You are a team player, but can also work independently
* You have the ability to multi-task and adapt to change
* You want career opportunity and growth
Qualifications
What we are looking for:
* College Degree or Equivalent Work Experience
* Preferred Degree in Business Related Field
* Prior Financial Institution Knowledge
* Demonstrated Leadership Skills
* Preferred Customer Service experience
* Strong Interpersonal and Networking Skills
* Preferred Sales Experience
Employee Perks:
* $23-26/hour plus up to $15k/annually in bonuses
* Student Loan Reimbursement
* Tuition Assistance
* Wellness Programs
* Community Involvement and Paid Volunteer Time
* Professional Development/Award Winning Training Program
* 401K with Match
* Comprehensive Benefits Package
* Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDirector of Accounting
Indiana Members Credit Union job in Indianapolis, IN
Summary/objective
The Director of Accounting reports to the Controller. The Accounting Department is responsible for providing accurate, relevant, and timely information to end users across the organization to achieve data-driven decisions and high levels of financial performance.
Essential functions
This position requires an employee to be onsite. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Oversee, in coordination with Controller, accurate and efficient accounting operations, internal controls and financial reporting.
Supervise accounting for transactions involving mortgage portfolio, investor mortgage activity, and mortgage servicing rights.
Assist Controller in implementing new accounting standards, regulatory changes impacting accounting and finance, and ongoing process improvements with an emphasis on opportunities for automation.
Prepare variance-related financial reports and analyses to key stakeholders with a high degree of accuracy.
Monitor and reconcile assigned general ledgers to ensure accuracy.
Assist other departments as needed to accomplish projects and understand the impact on the financial statements.
Coordinate and assist the roll out of new products and services, from an accounting perspective, including the impact on financial statements and accounting and finance functions.
Develop and maintain working knowledge of all accounting tasks to supervise, coach and provide cross-functional support.
Maintain strong knowledge of IMCU's products and services.
Build trust throughout IMCU by collaborating with accounting and finance teams and being personally responsible to provide accurate, relevant, and timely financial information.
Continue to develop knowledge of industry practices and products.
Participate in appropriate learning opportunities to grow expertise.
Prioritize tasks and departmental projects to ensure initiatives are completed efficiently and effectively.
Work with CFO, Controller and Human Resources staff to administer certain employee benefit plans.
Required education and experience
Bachelor's degree in accounting or finance from an accredited college or university.
Three years of experience in accounting, preferably in a banking or credit union environment.
Proficiency with complex spreadsheets and basic understanding of SQL.
Thorough knowledge of financial institution accounting concepts, practices, and financial reports.
Strong leadership, communication and interpersonal skills.
Other duties
Please note this job description is not a comprehensive listing of the activities, duties, or responsibilities of this job, and they may change at any time with or without notice.
Float - Full-Time Pool Teller
Indiana Members Credit Union job in Indianapolis, IN
PURPOSE: Provide a variety of service functions and good quality member service to the members of the Credit Union
Process various member transactions - deposits, withdrawals, loan and credit card cash advances, loan & credit card payments, money orders, cashier checks, corporate checks, crossing selling other products, update members accounts, handle members problems & complaints, wire transfers, complete payroll deduction forms, direct deposits forms
Access safe deposit boxes when applicable
Handle and maintain security of large amounts of cash
Communicate with all back-office departments for assistance and member requests
Open and close various types of accounts, certificates, etc.
Create/order ATM/Debit cards for members
Process stop payments, print statements and histories for members.
Remote Capture checks
Balance cash drawer daily
Assist with night deposits and ATM deposits
Other duties in the branch may include counting cash delivery, balancing ATM, filing, keeping teller area and branch clean and organized, help with “end of day” duties, stocking lobby with supplies
EDUCATION AND EXPERIENCE
High School diploma or equivalent
Previous cash handling/customer service experience
Completion of Credit Union internal training
Skilled in use of Episys & Synapsys once training is completed
*Valid Driver's License Required
Auto-ApplyBranch Supervisor
Indiana Members Credit Union job in Bloomington, IN
Job Description
Summary/Objective:
The Branch Supervisor plays a key leadership role in overseeing the daily operations of a credit union branch. This individual ensures the branch operates efficiently while delivering exceptional member service. The Branch Supervisor is responsible for supervising staff, fostering member relationships, maintaining compliance, and achieving branch performance goals.
Duties/Responsibilities:
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Oversee day-to-day operations, ensuring efficiency and compliance with credit union policies and procedures.
Open and close accounts, process loan applications.
Contribute to branch performance goals by soliciting appropriate products and services to members.
Handle escalated member inquiries and resolve issues promptly and professionally.
Monitor cash operations, balancing, and daily transaction processing.
Supervise and coach branch staff
Schedule and coordinate staffing needs to ensure proper coverage.
Ensure a high standard of member service is maintained across the branch.
Maintain security standards to safeguard member information and branch assets
Competencies
Fluent in the English language
Comfortable utilizing computers and technology, including online and mobile banking services.
Attention to detail, maintain adaptability, flexibility and organizational skills
Excellent interpersonal and customer service skills
Excellent verbal and written communication skills including proven dispute resolution skills
Strong analytical and problem-solving skills
Skilled in use of internal systems required for job function
Supervisory responsibilities
Retail branch staff
Work environment
Office setting within a credit union branch
Physical demands
May require sitting for long periods of time
Extended period viewing computer monitor
Ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
Reaching
Carrying, lifting to 50 lbs.
Travel required
Periodic travel to assist other branch locations as needed
Required education and experience
High school Diploma
3+ years of experience in banking, financial services, or credit union operations, including supervisory responsibilities
Associate's degree or higher in business, finance or related field (preferred)
Strong knowledge of credit union products, services, policies, and regulatory compliance
Consumer lending experience
Excellent leadership, communication, and interpersonal skills
General Application
Indiana Members Credit Union job in Indianapolis, IN
PURPOSE: Provide a variety of service functions and the best customer service possible to the members of the Credit Union
TELLER RESPONSIBILITIES AND DUTIES: (Varies for other positions)
Process member transactions - deposits, withdrawals, loan/credit card cash advances, loan/credit card payments, money orders, cashier checks, traveler checks, corporate checks, crossing selling, update members accounts, handle members problems & complaints, wire transfers, payroll deduction, allocation forms, direct deposit forms, safe deposit boxes
Handling/maintaining security of large amounts of cash
Verifying history of other financial institutions' accounts
Open and close various types of accounts, certificates, etc.
Order check copies, ATM/Debit cards, stop payments, statements and histories for members.
Remote Capture checks
Scan member documents
Balance cash drawer daily
Assist with night deposits and ATM deposits
Other duties may include counting cash delivery, balancing ATM, inventory, ordering supplies, filing, keeping teller area clean, help with “end of day” duties, stocking lobby with supplies
EDUCATION AND EXPERIENCE
High School diploma or equivalent
Previous cash handling/customer service
Completion of Credit Union internal training
Auto-ApplyCollections Specialist
Remote or Fishers, IN job
Hybrid or remote work available following initial training period Must live within one hour of Fishers, IN headquarters Base Compensation: $38K-$40k plus incentives Are you searching for a career opportunity with amazing benefits and ability to make an impact on the lives of others in your community?
We are honored to be a Best Place to Work in Indiana for over a decade. Our mission is helping members live their financial dreams.
We are hiring a Collections Specialist to join our team and help us keep growing. As a Collections Specialist you will collect on all credit union loan products in a friendly, professional manner.
Responsibilities
Daily responsibilities consist of:
* Actively assisting our members and providing them with financial advice
* Problem solving and member account maintenance
* Maintaining high call volume, collecting from Members, and utilizing skip tracing
* Collaborating with peers and supervisors daily
* Identifying and recommending our Credit Union products and services
Qualifications
What do we need from you?
* High School Diploma or Equivalent
* Previous Collections and/or Customer Service Experience
* Some Call Center Experience
* Proficient Computer Skills
* Enthusiastic & Positive Attitude
What can you expect from us?
* Competitive base pay + incentives
* Generous paid time off plus 11.5 holidays
* Student loan reimbursement
* Tuition Assistance
* Wellness & health reimbursement programs
* 401(k) with company match
* Health, dental & vision coverage
* Professional development/award winning training
* Community involvement and paid volunteer time
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyUniversal Member Service Representative - Float
Indiana Members Credit Union job in Indianapolis, IN
Summary/objective
The Universal Member Service Representative - Float position acquires and maintains member relationships through exceptional member service by opening accounts and offering relevant products and services that meet the member's needs including consumer loans. This versatile role ensures smooth operations by stepping in to cover for other Universal Member Service Representatives during their absence, helping maintain exceptional member service and branch performance. Ensure members and potential members are serviced efficiently and accurately.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Greet and direct members
Assist members with questions regarding account/products by phone or in person
Responding to member and potential member inquiries
Assist with balancing and detailing (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable
Maintain and update members accounts
Accurately open and close all types of accounts (IRA's, certificates, and business accounts), while ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
Order/count cash - if applicable
Maintain Safe Deposit boxes - if applicable
Ensure all audit and security policies and procedures are followed
Scan negotiable items and other member documents
Process night drop deposits and payments
Distribute and process incoming mail
Verify and balance Gift cards
Process check orders
Filing, shredding, etc.
Assist Branch Manager and other team members
Keep lobby stocked and straighten
Assemble new membership account packets
Competencies
Fluent in the English language
Attention to detail, maintaining adaptability, flexibility and organizational skills to effectively prioritize multiple tasks.
Excellent interpersonal skills
Strong communication skills, verbal and written
Analytical and problem solving
Work environment
Retail Branch
Physical demands
Long periods of sitting
Extended periods of time viewing computer monitor - vision
Handling - ability to touch, feel, lift, operate and control equipment, materials, tolls and objects with hands
Reaching
Travel required
Retail branch locations in the Indianapolis and surrounding areas
Required education and experience
High School diploma or equivalent
12-months financial institution or credit union experience
Consumer lending product knowledge
Expert in use of core system, CRM, imaging, and account opening
Successfully complete internal training - Advanced Basics of Products and Services; Sales and Service Strategies training, Teller Supervisor Training, UMSR Training
Additional eligibility requirements
This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.
Auto-ApplyFloat - Part-Time Pool Teller
Indiana Members Credit Union job in Indianapolis, IN
Job Description
Flexible part-time schedule depending on availability
PURPOSE: Provide a variety of service functions and good quality member service to the members of the Credit Union
RESPONSIBILITIES AND DUTIES
Process various member transactions - deposits, withdrawals, loan and credit card cash advances, loan & credit card payments, money orders, cashier checks, corporate checks, crossing selling other products, update members accounts, handle members problems & complaints, wire transfers, complete payroll deduction forms, direct deposits forms
Access safe deposit boxes when applicable
Handle and maintain security of large amounts of cash
Communicate with all back-office departments for assistance and member requests
Open and close various types of accounts, certificates, etc.
Create/order ATM/Debit cards for members
Process stop payments, print statements and histories for members.
Remote Capture checks
Balance cash drawer daily
Assist with night deposits and ATM deposits
Other duties in the branch may include counting cash delivery, balancing ATM, filing, keeping teller area and branch clean and organized, help with “end of day” duties, stocking lobby with supplies
EDUCATION AND EXPERIENCE
High School diploma or equivalent
Previous cash handling/customer service experience
Completion of Credit Union internal training
Skilled in use of Episys & Synapsys once training is completed