Career Level: Mid-Career
Job Title: Director, Education
Reports To: Senior Director, Education
Created: December 2021
NEACH is a membership-based, regional 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 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
Payments Hotline - answering phone calls and providing support and information to callers
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 commitment to the Education of Members, both via creation, development and delivery of educational programs to NEACH Members and also through the provision of audit and risk services. The Director of Education assists members in complying with ACH Rules and business practices by providing them with a thorough understanding of the rules and practices in question through multiple avenues. This role requires public speaking and presentation skills and ability to create course content.
Time allocation; 20%
ACH Audit and Risk Assessment Services:
♦ Performs audits and risk assessments for clients, including Third Party Senders and ensures services 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
♦ Provides reporting and audit paperwork, including monthly summaries of common issues seen in the field.
♦ Books and arranges travel for NPG engagements.
Time allocation; 80%
♦ Assists in coordinating training programs for members wishing to attain professional development certification.
♦ Creates and presents educational sessions in various formats.
♦ Creates content through writing of articles and blog posts for Members’ Corner.
♦ Presents at NEACH conferences, member meetings and other speaking engagements.
♦ Provides quality and timely customer service to members regarding ACH rules and general questions.
♦ Education evaluations:
Responsible for developing meaningful evaluations for educational sessions delivered in various formats.
Responsible for designing, measuring, and analyzing feedback on educational sessions.
Creates reports and make recommendations based on feedback.
♦ Other duties as assigned.
♦ Attends regional and national meetings as appropriate to keep membership aware of payment issues.
♦ Participates in payment related committees, task forces and work groups to help improve payments.
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 with educational public speaking.
♦ Commitment to maintaining the personal level of education required to educate others (attends own educational training as part of this role), including commitment to continuing education credits.
♦ Ability to remain current on various electronic payment systems, including 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 management and senior level executives in professional settings, such as in banks and credit unions and also conferences.
♦ Professionalism, integrity and honesty in communication and action.
♦ Exceptional customer service skills and friendly and positive demeanor with Members, direct reports and co-workers.
♦ Strong organizational and time management skills.
♦ High level of attention to detail and commitment to quality.
♦ Strong proficiency in Microsoft Office suite of tools.
♦ Ability to travel domestically and throughout the region. Ability to attend trade shows and conferences, as well as visiting with clients.
♦ Ability to obtain and maintain professional credentials (training will be company-paid if employee doesn’t possess these at time of hire)
♦ College degree required or significant experience, four-year degree preferred, finance experience a strong plus.
♦ Must already have or be willing to obtain the following professional certifications; AAP, APRP, NCP.
♦ 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
♦ 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
♦ 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, supplies weighing up to 50 pounds
♦ Occasionally ascends/descends to access cabinets, shelving, etc.
♦ Stoop, kneel, crouch or crawl
♦ Detect, observe