Implementation Coordinator Position Available In Guilford, North Carolina
Tallo's Job Summary: The Implementation Coordinator role involves working with internal staff, credit unions, and vendors to implement payment-related products and services such as ACH, Cash Services, Electronic Bill Payment, Remote Branch Capture, Mobile Banking, and Workplace Essentials. Responsibilities include coordinating new implementations, providing training, handling billing information, and updating Salesforce CRM. Required experience includes expertise in payment processing systems like RDC, ACH, EFT, and Wire Transfers. The position requires an Associates degree or equivalent experience, strong organizational skills, and proficiency in Microsoft Office Products.
Job Description
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 i ncluding 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.
