Implementation Coordinator

Description

As the Implementation Coordinator you will interact with internal staff, credit unions, and vendors to assist with the implementation and/or support of services such as ACH, Cash Services, Electronic Bill Payment (EBP), Remote Branch Capture, Mobile Banking, and Workplace Essentials. Responsible for implementing payment-related products and services for credit unions. 

Additional Responsibilities Include:

• Coordinate new implementations and/or modify existing credit union information for two or more of the following services: ACH, Cash Services, Electronic Bill Payment (EBP), Remote Branch Capture, Mobile Banking, and Workplace Essentials.
• Maintain and follow procedures and start-up materials. Provide training as needed during and after implementation via telephone, webinar, or visit. Support credit unions for 60 days after implementation.
• Coordinate any and all changes with credit unions and their vendors when a change in core, home banking vendor or merger impacts a product/service.
• Create new and update existing agreement documents between MY CU Services and the credit union as needed.
• Handle billing information for various services like electronic payments and mobile banking.
• Keep Salesforce CRM updated with important notes and the status of implementations.
• Assist Product Managers with sales support during visits, calls, and emails with credit unions.
• Conduct training sessions about MY CU Services products and work with the Marketing department to support marketing efforts.
• Provide support to other departments when needed, such as electronic funds transfer and item processing.

Required Experience (No exceptions):

• Payments experience including expertise in payment processing systems like RDC – Remote Deposit Capture, ACH, EFT, and Wire Transfers.
• Implemented payment services (i.e. proficiency and expertise in implementing and managing payment systems, understanding payment systems and the flow of transactions.)

Additional Qualifications:

• Associates degree or two-year certificate from college or technical school and one to two years related experiences and/or training; or equivalent combination of education and experience.
• Ability to troubleshoot routine problems/issues.
• Strong organizational skills.
• Either previous experience in financial services/banking and/or above-average computer knowledge and experience preferred.
• To perform this job successfully, an individual should possess above-average level of knowledge and/or experience operating and understanding computers.
• Proficient knowledge and experience using Microsoft Office Products, including Outlook, OneNote, Word, Excel, Planner, Teams, Internet access systems, E-mail, Database software, etc.