Accounting Representative I
Key details
- Location
- Chalfont, PA, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Experience
- 1–3 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- Yesterday
Skills
About the role
Job Title: Accounting Representative I
Grade Level: VI
FLSA: Non-Exempt
Reports To: Accounting Manager
Location: Chalfont, PA (On-Site)
About Us:
Merck Sharp & Dohme Federal Credit Union (MSDFCU) is a full-service, member-focused financial institution that has proudly served its members since 1950. As a not-for-profit credit union, we are committed to helping our members achieve their financial goals through competitive products, personalized service, and a people-first approach. MSDFCU is one of the largest credit unions in Pennsylvania and is governed by a volunteer Board of Directors elected by our members.
Organization’s Mission: Empowering members to achieve financial success.
Your Mission: Support the credit union’s financial integrity by accurately processing transactions, wire transfers, accounts payable, and member/internal requests in a timely, compliant, and service-focused manner
Position Summary: The Accounting Representative I supports the credit union’s financial operations by accurately processing transactions, wire transfers, accounts payable, and member inquiries, ensuring operational efficiency, regulatory compliance, excellent service, and reliable support for the credit union’s mission and strategic objectives through attention to detail, accountability, teamwork, and strong customer service skills.
Service Standards: All employees must meet our service standards as evaluated by our internal and external members:
➢ I will greet you with a prompt, friendly welcome
➢ I will treat you with courtesy and respect
➢ I will offer you my undivided attention
➢ I will take ownership of situations and follow through
➢ I will provide accurate information and helpful solutions
➢ I will do all I can to improve your financial life
➢ I will thank you for your business
Key Success Measures:
- High accuracy in wire transfers, accounts payable, and document processing.
- Timely completion of assigned transactions and requests within established procedures.
- Consistent adherence to internal controls, approval requirements, and recordkeeping standards.
- Professional and accurate responses to member, vendor, and internal inquiries.
Key Activities:
- Review and process departmental mail and documentation.
- Send, receive, and post member wire transfers in accordance with procedures.
- Process mortgage and business lending wire requests accurately and timely.
- Administer accounts payable functions, including invoice review, payment preparation, vendor follow-up, and approved employee/director reimbursements.
- Respond to member and internal inquiries or route requests to the appropriate department.
- Support additional accounting department priorities and credit union initiatives as needed.
Additional Activities:
- Assist with departmental projects, process improvements, and procedure updates.
- Follow established internal controls and escalate exceptions or discrepancies appropriately.
- Collaborate with internal departments to resolve transaction, invoice, or documentation questions.
- Maintain an understanding of credit union products, services, history, and philosophy.
Skills & Experience:
Skills:
- Strong attention to detail, accuracy, and follow-through in transaction processing, accounts payable, wire transfers, and financial recordkeeping
- Ability to follow established procedures, internal controls, approval requirements, and documentation standards with consistency and sound judgment
- Professional communication skills with the ability to respond to member, vendor, and internal inquiries accurately, respectfully, and in a service-focused manner
- Strong organizational skills with the ability to prioritize daily work, meet deadlines, and maintain confidentiality
- Comfort using financial systems, Microsoft Office applications, and other technology used to process, research, document, and track assigned work.
Education: High school diploma or equivalent required; additional coursework in accounting, business, finance, or a related field preferred.
Experience: One to three years of experience in clerical support, transaction processing, accounting support, financial operations, or a related administrative processing role preferred.
Physical Requirements and Work Environment
The physical demands and work environment described herein represent those necessary to perform the essential functions of the position. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform these essential functions. This position is primarily performed in a professional office environment and requires frequent use of a computer, telephone, and other standard office equipment. The role involves extended periods of sitting, frequent keyboarding and use of a computer monitor, and occasional standing, walking, and movement throughout the office. The employee must be able to communicate effectively in person and by telephone and perform tasks requiring routine hand and finger movements. Occasional lifting, carrying, or moving of light office materials may be required. The ability to perform the essential functions of the position, with or without reasonable accommodation, is required.
DISCLAIMER
The above information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties, like positions, change and evolve over time. If the employee is unsure what is expected, the employee should meet with their manager.
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