Business Services Onboarding Specialist

Westmark-Credit-Union; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO & Holidays (3–5 weeks)

Health Insurance

401k with match

Tuition Reimbursement

Employee Assistance Program

Job summary

Westmark Credit Union is seeking a Business Services Implementation Officer to coordinate onboarding and implementations for business members, working with Relationship Development Officers and other teams to ensure smooth service deployment.

You will train members on Business Online Banking and treasury management products, review documentation, monitor timelines, and maintain accurate records, driving a positive member experience and compliance with CIP/BSA requirements.

Qualifications

• Strong customer service mindset with focus on business members.
• Ability to explain complex products in simple terms.
• Attention to detail in documentation and record-keeping.

Responsibilities

• Coordinate routine onboarding for new business members and implementation of standard business products and services.
• Review documentation for completeness and accuracy and ensure required agreements and supporting documentation are obtained.
• Coordinate standard implementations of ACH Origination, Positive Pay, Business Online Banking, Wire Origination, user administration, account permissions, business debit cards, and other business services.
• Maintain implementation checklists, monitor timelines, and communicate status updates and outstanding items to members and internal teams.
• Coordinate with internal departments and service providers to ensure services are established accurately and timely.
• Escalate complex implementation issues or exceptions to senior team members or the appropriate department.
• Schedule and conduct routine implementation meetings and Business Online Banking training.
• Educate business members on applicable products, services, features, and procedures.
• Provide educational materials and resources to support successful product adoption.
• Respond to routine operational questions and provide ongoing support related to implemented business services.
• Follow up with business members to ensure services are functioning effectively and needs are being addressed.

Skills

Member focus

Communication

Organization

Collaboration

Problem solving

Adaptability

Education

Associate's degree in Business/Finance or related field

Job description

Westmark Credit Union is seeking a Business Services Implementation Officer to coordinate onboarding and implementations for business members, working with Relationship Development Officers and other teams to ensure smooth service deployment.

You will train members on Business Online Banking and treasury management products, review documentation, monitor timelines, and maintain accurate records, driving a positive member experience and compliance with CIP/BSA requirements.