Teams at Westmark Credit Union

Provides clerical and administrative support for the Westmark Investment Services Program. Responsibilities include scheduling appointments, preparing client correspondence, processing account maintenance transactions, managing referral tracking in Redtail CRM, coordinating seminars, assisting clients with online access, conducting follow-up calls, and maintaining accurate client records. The role requires organization, professionalism, attention to detail, communication skills, and proficiency with office software and client management systems.

Coordinates onboarding and implementation of business banking services, including ACH, Positive Pay, online banking, wire origination, user administration, and business debit cards. Reviews documentation, monitors implementation timelines, conducts member training, provides ongoing support, maintains records, and escalates complex or compliance-related issues. Collaborates with relationship development, lending, operations, compliance, digital banking, branches, and service providers while supporting process improvements and regulatory adherence.

Coordinates onboarding and implementation of business banking services, including ACH, Positive Pay, online banking, wires, user administration, and debit cards. Reviews documentation, tracks implementation timelines, trains business members, provides routine support, maintains records, and collaborates with lending, compliance, operations, digital banking, and branch teams. Ensures adherence to CIP/BSA requirements, escalates issues, and supports process improvements and ongoing business service maintenance.