Why Westmark Credit Union
FY2024 · Form 990Its mission and biggest programs, as filedOffers banking services like loans, checking, and savings accounts to over 65,000 members.
- Provided checking, savings and other traditional banking services to credit union members$48.4M spent in FY2024
- Granted $307 million in consumer and commercial loans to credit union members.$28.1M spent in FY2024
- Granted $34 million in first mortgage and other real estate loans to credit union members$4.4M spent in FY2024
Before you apply
FY2024 · Form 990Independent: from IRS data, not the orgAbout the role
The org's own posting, as writtenDescription 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.
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 product adoption. Respond to routine operational questions and provide…
About Westmark Credit Union
From its Form 990- Budget $89.9M · Public & Societal Benefit
- Staff 271 · founded 1954
- Pays its leaders $161K–$356K (12 reported)
- Open jobs 8 · Jobs at Westmark Credit Union · Full 990 report