Director, Education and Lead Advisor
Career Level: Director Level
Job Title: Director, Education and Lead Advisor
Reports To: Executive Vice President
Created: June 2021
NEACH is a membership-based, regional payments association focused on regulatory compliance, risk management and operationally sound practices across various payment channels for member financial institutions and other organizations supplying payments-related services throughout New England.
We serve as our members' strategic partner, helping advance their business goals by offering customized training, personalized support, and cutting-edge news and information
We offer unparalleled knowledge of the New England payments landscape from the developments affecting today's infrastructure to the changes shaping tomorrow's opportunities
We serve as the united voice of New England's payments industry, advocating for our members and shaping the policies that drive opportunities and change
All NEACH employees:
Must support and be engaged in the following areas of the business
Advocacy- shaping policy through professional associations and legal channels
Outreach- supporting and taking care of members
Training and Education- supporting the organization’s goal of educating members by contributing content, ideas and information to the education department
Provide support to subsidiary NPG - support the work of the NEACH Payments Group (NPG) in providing audits, consulting and advisory services
Role’s connection to Mission:
The essence of this role is to be a vital part of gathering information from the members to strengthen our innovating payments offerings. The data mining of members’ activities will primarily be done during NPG services. The gathered information will be filtered to Membership to update contacts and have a better understanding of what our members are offering, and provided to education in order to determine where the gaps are in our offerings. This role will create content to assist in building the payments innovation program.
Audit and Risk Assessment Services:
Performs audits for clients, including Third Party Senders and ensures audits are performed consistently according to rules and regulatory requirements
Ensures all audit workbooks and deliverables remain current with ACH rules and business practices
Ensures all risk assessment workbooks and deliverables remain current with industry standards
Ensures audits are performed consistently according to industry practice
Performs various risk assessments, including but not limited to ACH, RDC and wire
Schedules and arranges travel for NPG engagements
Observe, assess, and report strategy insights back to management
Search, research and educate self on specific trends in the payment industry, including but not limited to methods of facilitating faster payments, dealing with internet-based currency, understanding the trends and uses of “big data” and the realities of artificial intelligence
Work directly with the education team to develop new educational services and products to address new, as-yet unmet needs and expand the current offerings
Work directly with membership to ensure we have contacts at financial institutions who are in charge of strategy
Success in this role includes:
Drive for learning and passion for education and knowledge
A calm, pleasant demeanor, and confidence with educational public speaking
Eagerness to share industry knowledge and learn new training techniques
Keen interest in the payment industry and its future
Ability to work and interact with management and senior level executives in professional settings, such as in banks, credit unions and conferences/workshops
Professionalism, integrity and honesty in communication and action
Exceptional customer service skills, friendly and positive demeanor with members, direct reports and co-workers
Strong organizational and time management skills with proven ability to meet deadlines
High level of attention to detail and commitment to quality
Strong proficiency in Microsoft Office, Excel and/or related software
Comply with all company policies and procedures
Travel at some point will be required
Education and Experience:
AAP Accreditation Required
Bachelor’s degree preferred, or equivalent combination of education, training, and experience
Must be able to remain in a stationary position 70% of the time.
Prolonged periods of sitting at a desk and working on a computer.
Occasionally move about the inside of the office/building to access file cabinets, office machinery, mailbox, publications, etc.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, scanner, postage machine, telephone, and computer printer
Language Skills adequate for high-level written, interpersonal, and telephone communication in American/English
Frequently communicates, converse with, discuss and exchange information with members and staff about memberships, accounting, billing, projects, reports and database questions
Carry, lift, move, and reach for books, paper, publications, supplies weighing up to 50 pounds.
Ability to travel, travel will be required
Occasionally ascends/descends to access cabinets, shelving, etc.
Stoop, kneel, crouch, or crawl