Teams at Shell Federal Credit Union

Lead daily accounting operations including month-end close, financial statement preparation and analysis, GL reconciliations, AP/AR, fixed asset management, regulatory filings (NCUA, Fed Reg D), support audits/examinations, and coach accounting staff to improve processes and reporting accuracy.

Provide member service via phone, live chat, text, secure/non-secure email, and video. Authenticate callers, resolve account inquiries, assist with account maintenance, cards, stop payments, disputes, gather loan info, cross-sell products, escalate issues, follow policies/regulations, complete training, and work rotating Saturdays/overtime as needed.

Provide financial planning and investment advice to credit union members; maintain FINRA and insurance licenses; generate leads, develop marketing plans, document client goals and implement strategies across protection, taxes, investments, cash and liabilities; conduct client meetings, process account and transfer requests, and ensure regulatory compliance.