Job · Idaho Falls, ID

Business Services Implementation Officer

Westmark Credit Union · Public & Societal Benefit · $89.9M budget · 271 staff · Since 1954

Offers banking services like loans, checking, and savings accounts to over 65,000 members.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$161K–$356K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$82.4M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
271
employees
12 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+8%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
18 mo
of spending, in cash and securities
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 2023
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Description Discover the Westmark Difference!! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance. · 60 % of our employees have been part of the Westmark family for 5+ years. · 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion. · 85% of our managers were promoted from within the company.

Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry: · Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays. · Excellent health insurance options for employees and family with shared premiums · 401k with 75% company match and 2% profit sharing contribution · Tuition Reimbursement and Scholarships · Employee Assistance Program (Free counseling and legal services) Position Summary: The Business Services Implementation Officer coordinates routine onboarding and implementation activities for business members and business services.

This position works under general supervision and serves as a primary contact for standard implementations, member training, and ongoing business service support. The Business Services Implementation Officer works closely with Relationship Development Officers, Commercial Lending, Operations, Digital Banking, Compliance, and Branch teams to support a smooth implementation experience while developing proficiency in treasury management products, business services, and implementation processes.

Schedule: Approximately 40 hours within a Monday through Friday work we Responsibilities Business Member Onboarding & Implementation 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. Business Member Training & Support 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…

Read the full posting

About Westmark Credit Union

From its Form 990