Teams at Shell Federal Credit Union

Prepare and post month-end entries, reconcile general ledger, produce monthly financial statements, maintain fixed assets and prepaid amortization, manage regulatory filings (NCUA Call Report, FR 2900), support audits and NCUA exams, process AP/AR and expense reimbursements, prepare ALCO and board reports, and identify process improvements to support credit union financial operations.

Designs, implements, administers, and secures enterprise network and server infrastructure. Manages Cisco networking, Windows Server environments, virtualization (VMware/Hyper-V), Microsoft 365/Exchange, backups, and security tooling. Leads projects, mentors junior staff, supports disaster recovery, and responds to incidents while ensuring regulatory compliance and high availability.

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.