Cash Management Member Onboarding Specialist

Overview:

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

Responsibilities:

The purpose of the Cash Management Member Onboarding Specialist plays a critical role in supporting the sales, operations, and management functions of the Cash Management department. This position is responsible for ensuring the efficient setup, training, and ongoing support of all Cash Management Services. This includes directly training business members on the Cash Management system to ensure effective adoption, proper usage, and ongoing satisfaction. This role serves as a key liaison between the Cash Management teams, Business Lending, and ITS teams to ensure that all business client onboarding and maintenance processes are completed accurately, timely, and in compliance with internal policies and regulatory standards.


Position-specific Essential Functions:
• Act as a resource for complex issues and provide responses to concerns and requests, elevating to Commercial & Business Banking management or appropriate channel as needed.
• Assist Commercial & Business Banking team members with member requests, including the onboarding process.
• Ability to support members in navigating Cash Management products inclusive of all online platforms.
• Serve as a point of contact to set up, perform maintenance, and provide service for business memberships, deposit accounts, and cash management products and services.
• Provide system training to business members on Cash Management platforms, including initial onboarding training, refresher sessions, and education on new features or enhancements.
• Provide training and troubleshooting technical support to business members for commercial banking services.
• Submit issues or questions to software providers and/or outside vendors.
• Participate in Commercial & Business Banking projects as needed, providing support through research, data analysis, and preparation of project deliverables, while collaborating with cross-functional teams to ensure timely completion and accurate execution.
• Aid with implementing and providing ongoing maintenance of deposit and cash management products and services such as account analysis, digital banking, remote deposit capture, positive pay, wires, and ACH origination.
• Assist with the implementation and conversion of new software, including the testing of upgrades and releases.
• Maintain strong knowledge of business deposit accounts, transaction analysis, and cash management services with the ability to analyze business structure documents, bank statements, and other legal documentation for establishing banking services.
• Coordinate with internal departments to set up services and member notifications such as ACH Returns and Notifications of Change, as needed.
• Complete all documentation and onboarding into various systems for items such as service agreements and enrollment forms.
• Assist with relationship reviews, deposit and cash management suitability, risk rating, and audit duties.
• Update job aids and member help guides; develop and maintain training materials related to Cash Management systems. Prepare written and oral reports and tracking as directed by management.
• Maintain all records to remain compliant with policies and procedures across cash management services.


SKILLS
• Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines
• Effective communication and active listening skills through all methods of interaction (e.g. in person, via phone, and in writing)
• Thorough knowledge of credit union products, services, policies, procedures and NACHA operating rules and regulations
• Strong knowledge of computer systems, including knowledge of systems as it applies to department usage
• Sophisticated computer and software skills, including Microsoft Office 365 applications
• Effective interpersonal skills with the ability to work collaboratively with others
• Ability to work accurately with close attention to detail
• Working knowledge of Microsoft Office products and PCs and applicable systems
• Decision making requires the ability to choose from options outlined in established procedures
• Technical knowledge of the credit union core system and other computer programs/software
• Strong analytical and problem-solving skills
• Ability to onboard and train business members on Cash Management systems, including system setup, navigation, security features, and best‑practice usage to ensure successful adoption
• Strong skill in delivering clear, member‑focused system training and follow‑up support, translating technical functionality into practical guidance tailored to varying business needs and technical proficiency


COMPETENCIES
• Accountability and self-management
• Communication
• Effective knowledge
• Innovation and problem-solving
• Teamwork and leadership


WORKING CONDITIONS/PHYSICAL DEMANDS
• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

Qualifications:

3-5 years of related experience

Education Level: General and business knowledge equivalent to a high school diploma Certifications: Accredited ACH Professional (AAP) certification preferred Compensation Overview:

We are excited to offer a competitive salary for this position. This figure serves as the entry point in our salary range, and there is potential for the actual salary to be higher based on a variety of factors, such as your experience, skills, education, and location. We believe in recognizing and rewarding talent, so our compensation packages are thoughtfully designed to reflect the unique qualifications and contributions of each candidate.

The minimum salary for this position is: $43,000+/yr About Us:

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE> me. To be sure you align with our company mission, vision, values and culture reference the information below.
Company Culture is at Our Core
If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.
What WE Believe
Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.
Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.
Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Join a company that grows with you – personally and professionally

Equal Opportunity Employer:

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.