NEACH is a membership-based, payments association focused on regulatory compliance, risk management and operational sound practices across various payments channels for member financial institutions and other organizations supplying payments-related services throughout New England. 

NEACH, as a Direct Member of NACHA, is a specially recognized and licensed provider of ACH education, publications and support. Representing the interests of member institutions, NEACH is directly engaged in the NACHA rulemaking process and the Accredited ACH Professional (AAP)  and Accredited Payments Risk Professional (APRPP programs. Partnered with ECCHO, NEACH is a designated educational provider for the National Check Professional (NCP) accreditation program. 

NEACH is an equal opportunity employer and welcomes you to view our current openings. To apply for an open position, please send a cover letter and resume to info@neach.org with the Job Title in the subject line. 

Client Services Coordinator

Career Level: Administrator

Job Title: Client Services Coordinator

Reports To: Director of NEACH Payments Group

Classification: Salary Basis with Benefits (28-34 hours per week)

Created: October 2023

 

NEACH Mission:

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

1. Advocacy- shaping policy through professional associations and legal channels
2. Outreach- supporting and taking care of members by ensuring all database information is accurate and current
3. Training and Education- supporting the organization’s goal of educating members by contributing content, ideas and ensuring the department has valid information across all support tools
4. Support the organization’s subsidiary NEACH Payments Group

 

Role’s connection to mission:

The Client Services Coordinator ensures the integrity of records maintained in the NEACH Payments Group database.  This role is critical to guarantee our clients have the best possible experience and NEACH Payments Group meets its contractual obligations.

Database/Coordinator Duties: (CRM, Odoo): 

• Create email marketing lists
• Add/Edit data into database software and checking to ensure the accuracy and consistency of the data that has been entered
• Resolving discrepancies in information and obtaining further information for incomplete documents
• Add leads and contracts to database
• Application Superuser
• Train Contractors/Consultants on application system(s)
• Setup opportunities for previous year clients
• Maintain/Update price book as required with up-to-date pricing and ensure accurate pricing cross over to prospects.
• Manage E*Sign process for all documents sent from the platform
• Send out contracts for client approval/review/signature
• Upload and track return of signed contract in CRM prior to scheduled engagement
• Set up entire engagement lifecycle
• Review and approve NPG contractor/consultant time sheets
• Generate Invoices and send to client
• Create, run and schedule reports as needed
• Assist in creating Sales Report for Quarterly Board Meetings
• Perform annual review of client/prospect information in database and make any necessary updates

Administrator Duties:

• Set up clients in the virtual environment
• Assist in responding to due diligence requests from clients and prospective clients
• Release final reports once completed by the Advisor(s)
• Send updated reports if necessary or create reports as needed
• Manage advisor notifications
• Manage advisor/consultant calendars
• Update engagement dates as necessary, ensure client is notified by the advisor
• Support the onboarding of contractors/consultants
• Train and support contractors/consultants as needed
• Create procedures and conduct training
• Recommend and develop process improvements
• Perform other duties, as assigned

Success in this role includes:

• Ability to handle multiple assignments and assess and analyze data, resolve issues while ensuring customer satisfaction both internally and externally.
• Ability to work at times at a fast pace
• Punctuality and consistent attendance
• Foundational knowledge of database applications – CRM systems, Odoo a plus
• Working Knowledge in Microsoft Word, Microsoft Excel, Adobe, and Smartsheet, Microsoft 365 Sharepoint
• Exceptional organizational and time management skills
• Interpersonal, communication, adaptability and problem-solving skills
• The capability to provide strong customer service skills both internally and client facing
• High level of attention to detail and commitment to quality and accuracy
• Maintain confidentiality and use discretion in all interactions
• Ability to follow written instructions
• Compliance with all company policies and procedures

 

Education and Experience:

• Associate degree recommended or at least two years of equivalent experience working with the required technical skills.
• Experience in Odoo is a plus as is a V15 Odoo Certification.

 

Physical Requirements:

• 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
• Constantly operate a computer and other office productivity machinery
• Frequently communicate, converse with, discuss and exchange information with clients, advisors, contractors, and staff

 

 

 

Director, Education

Career Level: Mid-Career
Job Title:  Director, Education
Reports To: Vice President, Education
Classification: Full-time, salary (Full Benefits); Remote work, telecommuting or hybrid work can be discussed
Revised: November 2023

NEACH Mission:

NEACH is a membership-based payments association focused on regulatory compliance, risk management, and operationally sound practices across various payments channels for member financial institutions and other organizations supplying payments-related services throughout greater 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

1. Advocacy- shaping policy through professional associations and legal channels
2. Outreach- supporting and taking care of Members
3. Training and Education- supporting the organization’s goal of educating members by contributing content, ideas, and information to the education department
4. Payments Hotline- answering phone calls and providing support and information to callers

 

Role’s connection to Mission:

The Director of Education role is committed to the Education and professional development of NEACH Members. This critical responsibility is completed through creating, developing, and delivering educational programs and other associated content development offerings to NEACH Members. The Director of Education assists members in understanding and complying with various payment rules, laws, and regulations, helping navigate the environment's complexity and empowering our members with the information needed to make sound business decisions. Successful candidates must have a solid understanding of the ACH Rules and their application to various banking-related processes.

 

Education:

• Assists with the development and execution of payment accreditation training programs
• Assists with the development and refinement of various course content, such as by creating presentations, prerecorded content, and updating materials as needed
• May be designated as Dean of various NEACH U School program offerings tasked with oversight, development, and enhancement of the program
• Develops and performs other training programs as needed
• Engages with Members through writing articles and blog posts for NEACH’s Members’ Corner community
• Participates in free Town Hall sessions for membership
• Assists with the planning, development, and maintenance of publication offerings
• Presents at NEACH conferences, member meetings, and other events
• Provides quality and timely customer service to members regarding payment-related inquiries
• Performs other education tasks as needed to help support the ongoing success of the Education department and in accomplishing NEACH strategic goals

Advocacy:

• Attends regional and national meetings as appropriate to keep membership aware of payment issues
• Participates in payment-related committees and task forces to help improve the payments ecosystem

 

Success in this role includes:

• Understanding of adult learning theories and ability to create and convey information in a manner that suits adult learning
• A calm, pleasant demeanor and confidence in educational public speaking
• Commitment to maintaining the personal level of Education required to educate others. Attends educational training and other professional development opportunities as part of this role.
• Ability to remain current on various electronic payment systems, including rules, laws, regulations, and FFEIC guidance.
• Thorough working knowledge of various electronic payment channels, including ACH Rules, operations, business practices, and ACH audit requirements
• Ability to work and interact with financial services professionals, including management and senior-level executives, in a variety of different settings
• Maintains a high level of professionalism, integrity, and honesty
• Exceptional customer service skills and friendly and positive demeanor with Members, leadership, and co-workers
• Strong organizational and time management skills
• High level of attention to detail and commitment to quality
• Strong proficiency with computers and software applications such as Office 365, Teams, and SharePoint
• Ability to travel domestically and throughout New England. Travel includes in-person events, trade shows, and conferences, as well as member onsite visits
• Accredited Payments Professional (AAP) designation is required (candidates not holding this accreditation must successfully obtain it within two years of starting employment)
• Accredited Payments Risk Professional (APRP) and National Check Professional (NCP) accreditations preferred
• College degree required or significant experience in lieu, four-year degree preferred, finance service experience a strong plus.
• If working remotely, expected to have a quiet and distraction-free working space and designated working area with a desk chair, proper lighting, proper equipment
• Expected to maintain their home/remote/office workspace in a safe and secure manner, free from safety hazards, at all times

 

ADA Analysis

• Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
• Includes domestic travel
• Regional overnight travel by automobile required

 

Physical Requirements:

• 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 or home/remote office 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/monitor
• Frequently communicate, 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, and supplies weighing up to 50 pounds
• Occasionally ascends/descends to access cabinets, shelving, etc.
• Stoop, kneel, crouch or crawl
• Detect, observe