Business Services Implementation Officer

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

• 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.

• Support Relationship Development Officers with business onboarding, including preparing materials, gathering documentation, scheduling appointments, and following up on outstanding items.
• Serve as an initial point of contact for routine business service questions and implementation-related needs.
• Maintain accurate implementation and business service records.
• Update member records and assist with annual reviews and ongoing business service maintenance.
• Track implementation activities and business service utilization and assist with identifying opportunities for additional education or support.

• Follow established policies, procedures, and regulatory requirements related to business member onboarding and business services, including CIP/BSA requirements.
• Protect confidential member and business information.
• Identify and elevate compliance, operational, or risk concerns to the appropriate department or senior team member.
• Develop effective working relationships with internal departments and communicate proactively throughout the implementation process.
• Participate in business services projects, process improvements, testing, and other initiatives as assigned.

• Associate's degree in Business, Finance, or a…