This hybrid position is responsible for overseeing ClearPoint’s day to day operations, standard procedures and the overall efficiency of the bank in addition to planning, implementing, managing and controlling the administrative, financial and risk management aspects of the bank. The COO/CFO will oversee all operational, technological and financial activities of the bank, report directly to the President and serve as a key member of the senior management team.
ClearPoint is a federally chartered savings bank offering trust products and recordkeeping solutions to funeral homes and cemeteries nationwide. While other banks often cater to many different markets, ClearPoint is dedicated solely to the deathcare industry. This focus allows us to concentrate on the unique needs of our customers while offering our clients exceptional convenience and service.
We value our customers and are passionate about delivering exceptional value, professionalism, and expertise along with outstanding customer service. Because ClearPoint has many years of service as both trustee and recordkeeper, we are able to provide comprehensive service to our client firms in terms of reporting at the trust level and required reporting to the firm’s state regulators at the preneed contract level.