Staff Accountant Banking Background Candidates Sample Search Report

100%

A D

Staff Accountant at TruMark Financial Credit Union

Fort Washington, Pennsylvania, United States 12 years 8 months

This candidate is an excellent match, currently working as a Staff Accountant specifically within a Credit Union, handling core accounting functions. TruMark Financial Credit Union → Staff Accountant (AP/AR/Recon/GL). Excellent.

LinkedIn Email Phone

Work Experience

Campaign for Working Families

Intern (Tax preparer) · 2 months

TruMark Financial Credit Union

Loan Processor · 2 years 7 months

TruMark Financial Credit Union

Staff Accountant

Prudential Financial

Business Claims Analyst - Annuities · 7 months

+ 4 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

finance reconciliation ach banking documentation liaison software preparation tax responsible settlement collateral +8 more

95%

T O

Assistant Head Teller at Alabama Credit Union

Tuscaloosa, Alabama, United States 17 years 5 months

Excellent match as this candidate has direct experience as a Staff Accountant within a Credit Union, hitting three key criteria. Alabama CU Staff Accountant → Member Service Roles. Excellent.

LinkedIn Email Phone

Work Experience

Alabama Credit Union

Member Care Agent II · 6 years 3 months

Alabama Credit Union

Staff Accountant

Alabama Credit Union

Member Service Representative · 5 years

Alabama Credit Union

Assistant Head Teller · 3 years 1 month

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

95%

J O

Chief Administrative Officer

United States 8 years 4 months

This candidate has direct experience as a Staff Accountant at a Credit Union, fulfilling several core requirements. TruMark FCU (Staff Accountant) → American Heritage FCU (Accounting Clerk). Excellent.

LinkedIn Email Phone

Work Experience

Sun East Federal Credit Union

Teller/FSR · 2 years 8 months

PNC

Reconciliation Processor · 2 years 9 months

TruMark Financial Credit Union

Staff accountant · 1 year 7 months

American Heritage Federal Credit Union

Accounting Clerk · 1 year 8 months

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

currency settlement management reconciliation vendor research journals adjustments operation payments reporting inventory +8 more

95%

R N

Junior Accountant at Members 1st Federal Credit Union

Carlisle, Pennsylvania, United States 23 years 1 month

This candidate is a strong match, currently working as an accountant within a federal credit union and possessing relevant roles spanning accounting, ledger reconciliation, and compliance. Junior Accountant → GL Specialist → Deposit Ops Specialist → Estate Specialist, all at Members 1st Federal Credit Union. Excellent.

LinkedIn Email Phone

Work Experience

Members 1st Federal Credit Union

Estate Settlement Specialist · 1 year 4 months

Tompkins Trust Company

Deposit Operations Assistant Supervisor · 3 years

Tompkins Trust Company

Customer Service Representative · 1 year 9 months

Members 1st Federal Credit Union

Customer Service Representative I · 9 months

+ 6 more positions

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

settlement attorneys preparation reports processing claim operations coaching deposits payments responsible navigation +8 more

95%

J R

Senior Staff Accountant at NOMS Healthcare

Castalia, Ohio, United States 34 years 6 months

Excellent fit as this person is currently a Staff Accountant with extensive banking/accounting history across multiple roles. Senior Staff Accountant at NOMS Healthcare (current) → Senior Staff Accountant at Civista Bank (5yr) → Accounting Specialist at Civista Bank (2.5yr) → Banking roles. → Strong.

LinkedIn Email Phone

Work Experience

Civista Bank

Staff Accountant · 1 year 1 month

Civista Bank

Accounting Specialist · 2 years 6 months

NOMS Healthcare

Senior Staff Accountant · 1 year 9 months

Civista Bank

Senior Staff Accountant · 5 years

+ 2 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

banking accounting retail risk management training compliance proactive prevention reports reconciliations operations +8 more

95%

M** E*

Business Development Officer - Member One Federal Credit Union Vice Chair - Botetourt County School Board Previously Staff Accountant- Member One Federal Credit Union

Troutville, Virginia, United States 25 years 4 months

Excellent direct match with 8+ years as a Staff Accountant specifically within a Credit Union environment, covering general ledger and cash management duties. Member One FCU → Staff Accountant (8.5 yrs) → Market Manager → Business Development Officer. Excellent fit for several criteria. Strong.

LinkedIn Email Phone

Work Experience

Member One Federal Credit Union

Staff Accountant · 8 years 6 months

BB&T

Relationship Banker · 3 years 1 month

Member One Federal Credit Union

Market Manager · 3 years 3 months

National Bank of Commerce (Memphis)

Retail Banking Specialist · 2 years 7 months

+ 5 more positions

Qualification Criteria 4 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

banking finance sales research reconciliation currency operations less producing loans va retail +6 more

90%

W A

Accounting Specialist

United States 10 years

This candidate is a strong match with direct experience as an Accounting Specialist at a Credit Union, including daily reconciliation and GL work, alongside customer service skills. Educational Federal Credit Union (Accounting Specialist) → (Lending Specialist). Excellent.

LinkedIn Email Phone

Work Experience

Toys"R"Us

Customer Service Associate · 1 year 6 months

Educational Federal Credit Union

Lending Specialist · 2 years 7 months

Educational Federal Credit Union

Accounting Specialist

Baptist Health South Florida Federal Credit Union

Call Center Representative · 2 years 1 month

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

adaptability accounting reconciliations payments bonds ach performing research analysis management sales protection +8 more

90%

N* C**

Accounting Analyst II at Middlesex Savings Bank

Auburn, Massachusetts, United States 18 years 1 month

This candidate has recent, direct experience as a Staff Accountant, as well as extensive experience in both banking and credit union environments. Numerous Accounting Analyst/Staff Accountant roles, extensive DCFCU (CU) and BoA (Bank) history; Auditing, transactions, loan servicing, direct Staff Accountant titles within banking institutions. Excellent.

LinkedIn Email Phone

Work Experience

Guitar Center

Assistant Manager · 2 years 11 months

Bank of America

Teller · 1 year 4 months

Middlesex Savings Bank

Accounting Analyst · 2 years 1 month

Middlesex Savings Bank

Senior Staff Accountant · 2 years 11 months

+ 3 more positions

Qualification Criteria 4 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

customer service product demonstration loan servicing accounting sales vendor training merchandising reports distribution processing auditing +3 more

90%

S S

Assistant Accouting Operations Manager at Alabama One Credit Union

Tuscaloosa, Alabama, United States 20 years 7 months

Strong match; this candidate has extensive experience in accounting roles within a Credit Union setting, including an Assistant Accounting Manager title. Alabama One CCU → Accounting Clerk → Risk Mgmt → Asst Accounting Mgr (3+ yrs) → Core Ops Mgr. Has required credit union, accounting, and banking context. Strong.

LinkedIn Email Phone

Work Experience

Alabama ONE

Core Operations Manager · 6 years 1 month

Alabama One Credit Union

Accounting Clerk · 2 years 5 months

Alabama One Credit Union

Assistant Accounting Manager · 3 years 10 months

Alabama One Credit Union

Teller · 1 year

+ 2 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

operations accounting risk management risk management

90%

P B

Investment Accountant at Illinois State Treasurer

Springfield, Illinois, United States 20 years 7 months

This person is an Investment Accountant with experience balancing and reconciling transactions within a Treasurer's office, indicating strong accounting and banking/financial institution interaction. Investment Accountant → Accountant II (State Treasurer's Office). Excellent.

LinkedIn Email Phone

Work Experience

American General Life Insurance Co.

Processor · 8 years 1 month

American General Life Insurance Co.

Class Action Lawsuit Processor · 2 years

Illinois State Treasurer

Investment Accountant

Self-Employed Licensed Massage Therapist

Massage Therapist · 5 years 6 months

+ 2 more positions

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

payments corrections reports preparation claim insurance claims regulations documentation inventory treatment spreadsheets +8 more

90%

O D

Operations Analyst at Ukrainian Selfreliance Federal Credit Union

United States 11 years 10 months

Excellent alignment with Credit Union experience and relevant financial operations/teller work, though the Staff Accountant title is missing. Operations Analyst at Ukrainian Selfreliance Federal Credit Union (11+ years) → Teller (2 years). Strong.

LinkedIn Email Phone

Work Experience

New Life Home Care & Hospice Agency, Inc.

Data Entry · 8 months

Ukrainian Selfreliance Federal Credit Union

Operations Analyst

Ukrainian Selfreliance Federal Credit Union

Bank Teller · 2 years

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

operations payroll health deposits payments fraud receiving data entry money market customer service

90%

J F

Working in Accounting at ValleyStar Credit Union

Danville, Virginia, United States 19 years

This candidate has direct, recent accounting experience specifically within a credit union environment, covering most required areas. Accountant at ValleyStar Credit Union → Contact Center Assistant Manager at ValleyStar Credit Union, long tenure at the CU. Excellent.

LinkedIn Email Phone

Work Experience

ValleyStar Credit Union

Accountant

Wells Fargo

Personal Banker · 1 year 4 months

ValleyStar Credit Union

Branch Manager · 6 months

Wells Fargo

Lead Teller · 1 year 6 months

+ 6 more positions

Qualification Criteria 4 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

retail operations sales

90%

L* S**

Senior Associate

United States 6 years

This person is a very strong fit, having direct experience as a Staff Accountant, experience in a Credit Union (Florida Credit Union), and teller experience in another Credit Union, plus a degree in Accounting; FINRA knowledge is the only stated unknown. Standish → Florida Credit Union → James Moore & Co. → Family Security CU. Excellent.

LinkedIn Email Phone

Work Experience

Family Security Credit Union

Teller · 1 year 9 months

James Moore & Co.

Staff Accountant · 1 year 6 months

Florida Credit Union

Senior Accountant - Benefits Administrator · 9 months

Standish Management, LLC

Senior Associate · 2 years 4 months

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

accounting finance management leadership selling reconciliation government regulations less benefits exceptional people skills self motivated +8 more

85%

P G

Relationship Banker at Bank of America - Expertise in Retail Banking, Cash Management, SOX Internal Controls, Internal Audit and compliance, Financial Accounting, KYC CDD Verification, and SAR reporting.

Dallas, Texas, United States 15 years 8 months

Strong background combining retail banking, direct accounting management (journal entries, GL, audit prep), and explicit mention of SOX controls, which often intersects with FINRA regulatory work. Bank of America (Relationship Banker) → IntelliAura (Accounting Manager) → ICICI Bank (Manager focused on AML/KYC/Audit). Strong.

LinkedIn Email Phone

Work Experience

HDFC Bank

Customer Service Executive · 1 year 10 months

IntelliAura Technology Solutions Pvt Ltd

Accounting Manager · 3 years 4 months

Bank of America

Relationship Banker · 1 year 3 months

IndusInd Bank

Junior Manager · 2 years 6 months

+ 1 more positions

Qualification Criteria 2 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

accounting maintenance vendor responsible billing gaap schedules audit documentation compliance management sox +8 more

85%

E F

***

Bowling Green, Kentucky, United States 14 years 7 months

This candidate has direct credit union accounting and banking experience, aligning very closely with multiple specific requirements, although the title isn't exactly Staff Accountant. Credit Union (ACH Accounting, Savings Officer) → Mortgage/CPA Office Manager. Strong.

LinkedIn Email Phone

Work Experience

Service One Credit Union

MIS Banker · 7 months

Hilliard CPA Group

Office Manager · 2 years 9 months

Service One Credit Union

Records Assistant · 1 year 1 month

Stockton Mortgage

Loan Partner · 3 years 2 months

+ 2 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

ach accounting payroll payments compounding deposits mortgage debt microsoft less microsoft excel

85%

T C

Finance Accounting Associate at DFCU Financial

United States 19 years 6 months

This candidate explicitly states 10+ years of finance/accounting in the credit union/banking industry, performing critical accounting functions like corporate reconciliation and regulatory reporting (FR2900), making them a very strong fit despite lacking the exact staff accountant title. 19 years in Finance/Accounting at DFCU Financial after 6 years in Member Service. Excellent match on industry, accounting duties, and tenure. Strong.

LinkedIn Email Phone

Work Experience

DFCU Financial

Member Service Agent · 6 years 2 months

DFCU Financial

Finance Accounting Associate

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

finance accounting banking risk audit insurance adjustments pricing management analysis purchase payments +3 more

85%

L** R

Financial Service Professional

Marlton, New Jersey, United States 54 years 8 months

This person has extensive banking experience and clear accounting/control roles, making them a strong profile for an accounting role within finance. Commerce Bank → TD Bank Group → CoreStates. Strong.

LinkedIn Email Phone

Work Experience

CoreStates

Adjustments · 14 years

Commerce Bank

AVP Accounting Control · 22 years

Commerce Bank

AVP Accounting Control · 24 years

TD Bank Group

Assistant Vice President · 9 years 1 month

Qualification Criteria 2 met, 3 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

accounting adjustments

85%

A C

Senior Trust Analyst at FIS, Senior with Major in Accounting at Wayne State University - Mike Ilitch School of Business

Taylor, Michigan, United States 15 years

This candidate has direct, recent credit union management experience including bookkeeping/reporting, which strongly implies accounting oversight, making them a robust fit despite the current 'Trust Analyst' title. Assistant Branch Manager at Zeal Credit Union, Senior Trust Analyst currently, pursuing accounting degree. Strong.

LinkedIn Email Phone

Work Experience

Sonic Drive-In

Crew Leader · 2 years 4 months

FIS

Senior Trust Analyst - Corporate Actions Unit

Zeal Credit Union

Consumer Loan Underwriter & Trade Dispute Specialist · 5 years 3 months

Zeal Credit Union

Assistant Branch Manager · 2 years 6 months

Qualification Criteria 1 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

finance management science accounting processing pressure projects responsible dispute trainer auditing compliance +8 more

85%

H E

Accounting at Berkshire Bank

United States 6 years 7 months

This candidate is a strong fit, holding an accounting role directly within a bank with experience in reconciliation and regulatory compliance tasks. Accounting Executive at The Berkshire Bank, handling financial records and compliance. Strong.

LinkedIn Email Phone

Work Experience

Berkshire Bank

Operations Specialist · 5 months

Citi

Bank Teller · 1 year 11 months

Dime Community Bank

Bank Teller · 7 months

Dime Community Bank

Teller Manager · 1 year 1 month

+ 3 more positions

Qualification Criteria 2 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

customer service customer satisfaction data analysis risk management problem solving time management process improvement regulatory compliance financial transactions financial reporting decision making internal controls +8 more

85%

R C

Banking Professional

Spencerport, New York, United States 12 years 4 months

This candidate has deep, recent experience specifically within a Credit Union environment, handling member services, documentation, lending, and compliance-related tasks, strongly aligning with several requirements. Member Service roles focusing on credit union products, lending, and operations. Strong.

LinkedIn Email Phone

Work Experience

Advantage Federal Credit Union

Member Service Representative · 12 years 5 months

Qualification Criteria 1 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

loans reports collateral documentation legal rates payroll

85%

A N

Staff Accountant at Alliant Credit Union

Chicago, Illinois, United States 9 years 5 months

This candidate has direct experience as a Staff Accountant within a Credit Union, strongly aligning with several key requirements. Alliant Credit Union → EAB Solutions, BS in Accounting. Strong.

LinkedIn Email Phone

Work Experience

EAB Solutions

Junior Accountant · 1 year 9 months

Alliant Credit Union

Loan Quality Assurance Specialist · 1 year 8 months

Alliant Credit Union

Staff Accountant

LSI (Lending Solutions, Inc.)

Financial Service Consultant · 1 year 6 months

+ 2 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

planning science accounting assurance loans auditing banking consulting processing selling financial services analytical skills +8 more

85%

S D

Student at Performance Training Institute

Tallassee, Alabama, United States 13 years

Strong background with significant tenure at a Credit Union, including managerial roles that dealt with cash control and auditing, which is relevant to accounting functions. Wolverine Credit Union → Victoryland Greyhound Park, Branch Manager/Vault Manager roles. Strong.

LinkedIn Email Phone

Work Experience

Wolverine Credit Union

Branch Manager · 10 years 9 months

Wolverine Credit Union

Branch Manager · 10 years 9 months

Victoryland Greyhound Park

Assistant Money Room Manager · 2 years 5 months

Victoryland Greyhound Park & Quincy's

Assistant Vault Manager · 2 years 5 months

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

detail oriented team player collateral processing organized deposits inventory collections payroll

85%

T** W*

Accounting

Talladega, Alabama, United States 9 years 9 months

Strong direct banking experience including roles in Audit and Accounting Specialist focused on general ledger reconciliation, which aligns well with Staff Accountant duties. Ex-E. Rose Home Decor → SouthTrust Bank Accounting Specialist/Staff Auditor. Strong.

LinkedIn Email Phone

Work Experience

SouthTrust Bank

Accounting Specialist · 10 months

rootdriven.com

Web Developer · 4 years 1 month

SouthTrust Bank

Staff Auditor · 1 year 2 months

E. Rose Home Decor

Business Owner · 4 years

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

bank reconciliation general ledger account reconciliation microsoft excel retail banking accounting reconciliation reports mainframe microsoft less banking +4 more

85%

J G

Member Specialist at Chartway Federal Credit Union

Tampa, Florida, United States 31 years 7 months

This professional has deep experience in Credit Unions, explicitly mentioning preparation of General Ledger journal entries and financial accounting skills, ticking many boxes except a formal Staff Accountant title. Chartway FCU / Grow Financial (18+ years CU/Banking). Strong.

LinkedIn Email Phone

Work Experience

Hospital Inpatient Services at Tampa General Hospital

Eligibility Specialist · 1 year 1 month

Bank of America

Personal Banker · 3 years 4 months

Chartway Federal Credit Union

Member Specialist · 12 years 5 months

Colgate Palmolive Cia

Financial Analyst · 8 years

+ 2 more positions

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

banking accounting projects training management audit reporting budget reconciliations research sales underwriting +8 more

85%

M W

Imaging Lab at Virginia Credit Union

United States 6 years 7 months

Strong background in Credit Union member/financial services, but the specialized roles like Imaging Lab and Teller do not directly align with Staff Accountant duties. 30 years in Credit Union; Financial Rep IV, Head Teller, Customer Service roles. Virginia Credit Union → Virginia Credit Union. Strong.

LinkedIn Email Phone

Work Experience

Virginia Credit Union

Imaging Lab · 1 year 8 months

Chesterfield Federal Credit Union

Assistant Mgr · 2 years 5 months

Virginia Credit Union

MS Contact Center · 2 years 9 months

Qualification Criteria 1 met, 4 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

computer skills ms office iv imaging operations indexing software scanners loans reports processing deposits +6 more

85%

M* M**

Accounting Specialist @ InTouch Credit Union

Allen, Texas, United States 14 years 2 months

Strong match as an Accounting Specialist at a Credit Union with 7+ years in that title, indicating direct functional alignment. Career: Texans CU (Branch Mgr) → InTouch CU (Accounting Specialist, 7+ yrs). Strong.

LinkedIn Email Phone

Work Experience

Wells Fargo

Service Manager · 2 years

InTouch Credit Union

Accounting Specialist · 7 years 10 months

Texans Credit Union--one of DFW's largest credit unions!

Branch Manager · 4 years 6 months

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

accounting

85%

I L

.

Tulsa, Oklahoma, United States 8 years

Strong fit due to direct Accounting Specialist roles at a Credit Union and an Accounting degree, ticking three essential boxes, though FINRA is not confirmed. WeStreet CU Accounting → Teller roles at OK Central CU. Strong.

LinkedIn Email Phone

Work Experience

Oklahoma Central Credit Union

Member Services Specialist · 1 year 10 months

WeStreet Credit Union

Accountant

Oklahoma Central Credit Union

Senior Teller · 5 months

Oklahoma Central Credit Union

Member Relations Specialist · 1 year

+ 3 more positions

Qualification Criteria 2 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

member relations accounting

85%

P C*

Customer Service Representative at Greenscapes Unlimited, Inc.

Sugar Land, Texas, United States 31 years 10 months

This candidate has extensive banking operational experience including a period as a Financial Operations Analyst and experience as a Registered Rep, suggesting FINRA exposure, though not a dedicated Staff Accountant role. Greenscapes CSR → Chase Banker/Officer/Registered Rep → Chase Sr Financial Ops Analyst → Chase Sr Teller → 31 years total. Strong banking and analyst background, suggests required knowledge. Strong.

LinkedIn Email Phone

Work Experience

Texas Commerce Bank

Senior Bank Teller · 2 years 7 months

Chase Bank

Senior Financial Operations Analyst · 3 years 4 months

Chase Bank

Banker/Officer/Registered Rep · 10 years 8 months

Advanced Innovations, LLC

Office Manager · 15 years 5 months

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

currency performing inventory operations imaging organized reports mainframe banking financial transactions accounts payable administrative support +1 more

85%

C S

Service Specialist II - Financial Solutions Service

Sumter, South Carolina, United States 17 years 8 months

This candidate has strong experience in accounting support specifically within a Federal Credit Union and banking industry history, aligning well with the operational accounting needs. Edward Jones → SAFE FEDERAL CREDIT UNION (ACH Bookkeeper/Support/Accounting Support Specialist) → South State Bank. Strong.

LinkedIn Email Phone

Work Experience

SAFE FEDERAL CREDIT UNION

MSC Representative · 9 months

SAFE FEDERAL CREDIT UNION

ACH Bookkeeper · 1 year 2 months

Defense Commissary Agency

Store Associate · 6 years 2 months

Edward Jones

Senior Service Specialist · 9 months

+ 6 more positions

Qualification Criteria 3 met, 1 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

accounting banking microsoft spreadsheets payroll management operations payments risk leadership ach microsoft excel +4 more

85%

S S

Relationship Banker at Truist

Alpharetta, Georgia, United States 38 years 2 months

This individual explicitly mentions being a capable accountant with experience preparing financial statements and performing AR/AP, while also having recent banking relationship experience. Accounting Manager at PartLastic group (26 yrs) → Relationship Banker at Truist. Excellent.

LinkedIn Email Phone

Work Experience

Truist

Relationship Banker · 2 years 4 months

Bank of America

Customer Service Representative · 7 months

Homegoods

Cash Office Associate · 7 years

PartLastic group

Accounting Manager · 26 years 5 months

+ 1 more positions

Qualification Criteria 3 met, 2 not

FINRA knowledge

Staff Accountant

Banking experience

Accounting experience

Credit Union experience

Skills & Expertise

problem solving customer service financial statements cash flow variance analysis finance accounting responsible education management collections inventory +4 more

Candidate Profiles

A**** D****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

T**** O****

Work Experience

Qualification Criteria 3 met, 2 not

J**** O****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

R**** N****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

J**** R****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

M**** E***

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

W**** A****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

N*** C****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

S**** S****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

P**** B****

Work Experience

Qualification Criteria 2 met, 2 not

Skills & Expertise

O**** D****

Work Experience

Qualification Criteria 2 met, 2 not

Skills & Expertise

J**** F****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

L*** S****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

P**** G****

Work Experience

Qualification Criteria 2 met, 1 not

Skills & Expertise

E**** F****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

T**** C****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

L**** R**

Work Experience

Qualification Criteria 2 met, 3 not

Skills & Expertise

A**** C****

Work Experience

Qualification Criteria 1 met, 2 not

Skills & Expertise

H**** E****

Work Experience

Qualification Criteria 2 met, 1 not

Skills & Expertise

R**** C****

Work Experience

Qualification Criteria 1 met, 2 not

Skills & Expertise

A D

T O

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J R

M** E*

W A

N* C**

S S

P B

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J F

L* S**

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L** R

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H E

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S D

T** W*

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M W

M* M**

I L

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