Client Implementations Pre-Onboarding Specialist
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. We need to include sections only if posting has real specific content. We have content for About the role? The Position Summary could be considered "About the role". Could map to "About the role". Also we have "About The Clearing House" maybe could be part of About the role or separate? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings. We have Position Summary (summary of role). That fits "About the role". Then we have "About The Clearing House" maybe could be part of About the role or separate "About the company". Not listed but we could include as part of About the role or maybe we can include a separate heading like "About the company" but not in list; better to incorporate into About the role.
We have Qualifications (Required and Desired). That fits "Qualifications". Also we have "Essential Functions And Responsibilities" fits "Responsibilities". Physical Demands And Work Environment maybe could be "Work Environment" but not in list; we could omit if not specific? It has some content but not required headings. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. It doesn't forbid adding other headings not in list? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The e.g. suggests those are examples but we could use others if needed. Safer to stick to those headings. We have content for About the role, Responsibilities, Qualifications. No info about Skills separate (could be part of Qualifications). No Benefits, Pay, Schedule. So we output those three sections.
We need to preserve all substantive information. So we need to include Position Summary content, About The Clearing House content, Qualifications required and desired, Essential Functions And Responsibilities, Physical Demands And Work Environment maybe we can incorporate into About the role or Responsibilities? But Physical Demands is not covered by those headings. Could we include a section "Work Environment"? Not in examples but maybe allowed. However instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, but to be safe we could incorporate Physical Demands into About the role or Responsibilities as a paragraph. It's substantive; we should not drop it. So we can add a paragraph under About the role or Responsibilities. Probably better to add a separate section "Work Environment" but not in list; risk of being considered not following instruction. I'd incorporate it into About the role as a paragraph after the summary.
Thus structure:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The e.g. suggests those are examples but we could use others if needed. Safer to stick to those headings. We have content for About the role, Responsibilities, Qualifications. No info about Skills separate (could be part of Qualifications). No Benefits, Pay, Schedule. So we output those three sections.
We need to preserve all substantive information. So we need to include Position Summary content, About The Clearing House content, Qualifications required and desired, Essential Functions And Responsibilities, Physical Demands And Work Environment maybe we can incorporate into About the role or Responsibilities? But Physical Demands is not covered by those headings. Could we include a section "Work Environment"? Not in examples but maybe allowed. However instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, but to be safe we could incorporate Physical Demands into About the role or Responsibilities as a paragraph. It's substantive; we should not drop it. So we can add a paragraph under About the role or Responsibilities. Probably better to add a separate section "Work Environment" but not in list; risk of being considered not following instruction. I'd incorporate it into About the role as a paragraph after the summary.
Thus structure:
About the role
About the role
Position Summary ... (including Position Summary text and About The Clearing House text and Physical Demands And Work Environment text)
Responsibilities
- ... each responsibility as list items
Qualifications
Required: ...
Desired: ...
We must not repeat job title. No mention of Job ID etc. Remove boilerplate like cookie/navigation/legal/EEO etc. There's none. We need to preserve all substantive information: Let's extract. Position Summary text: "The Client Implementations Pre-Onboarding Specialist supports the pre-onboarding and implementation readiness of Financial Institutions (FIs), credit unions, and third-party service providers (TPSPs) adopting The Clearing House (TCH) payment products across multiple payment networks. This is a client-facing role responsible for coordinating pre-onboarding activities following contract execution, guiding clients and TPSPs through onboarding requirements, and ensuring timely completion of implementation readiness milestones. The Specialist partners closely with the Client Implementation Engineers and internal stakeholders to support client engagements, facilitate discussions, and drive successful pre-onboarding outcomes." About The Clearing House: "The Clearing House Payments Company L.L.C. is a bank-owned industry utility that shapes the payments landscape and provides infrastructure for safe, reliable, and efficient payments. We see an economy where everyone is connected and a future where modern payments make life easier. The Clearing House operates four payment systems: a high-value wire-transfer system (the CHIPS® network), the country’s first and largest instant payments system (the RTP® network), an automated clearinghouse network (the EPN® network), and a check image exchange network (the Image Exchange Network). TCH also operates a bank account number tokenization service, runs a payments association known as the TCH Payments Authority, and maintains the rules for private-sector check image exchange through its ECCHO® business line." Physical Demands And Work Environment: "The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Candidates will report to the office three days each week. Onsite work requirements may change at any time." Now Responsibilities list (Essential Functions And Responsibilities): - Support pre-onboarding of new customers across TCH payment products by coordinating activities with banks, credit unions, and TPSPs - Serve as a primary point of contact during pre-onboarding, managing communication, scheduling, and progress tracking - Lead client-facing meetings to review pre-onboarding requirements, timelines, and next steps - Support discussions related to agreements, access requirements and client profile options - Assist with agreements initiation and execution for new customers and partners - Support relationships with TPSPs and connectivity providers - Track pre-onboarding progress, identify risks or delays, and escalate issues to ensure timelines are met - Contribute to the development and standardization of pre-onboarding processes as the team expands to support additional TCH payment networks - Identify opportunities to improve efficiency and enhance the client pre-onboarding experience - Coordinate with internal teams including Sales, CRM, Legal and Client Implementations to support pre-onboarding activities - Support post go-live activities, including client and TPSP follow-up, coordination of updates, and ongoing communication - Monitor and report on participant counts, et al. - Contribute to Pre-Onboarding Team self-identified risk efforts Qualifications Required: "Minimum 3–5 years of experience in an operational, onboarding, implementation support, or client-facing role; banking or financial services background preferred Strong verbal and written communication skills Experience documenting operational processes and requirements Detail-oriented with strong organizational and problem-solving skills Ability to manage multiple priorities and coordinate across internal and external stakeholders Proficiency in Excel, PowerPoint, and Word" Qualifications Desired: "Degree related to business, economics, or a related field Experience with payment products and financial services operations (e.g., RTP, ACH, wires, card networks) Experience working with third-party service providers or external partners Strong analytical and organizational skills Ability to think strategically and contribute to process improvement, standardization, and scalability initiatives" We need to output HTML fragment only. Let's craft:About the role
Position Summary ... About The Clearing House ... Physical Demands And Work Environment ...
We need to ensure we don't have extra blank lines? It's fine. We'll combine the three paragraphs into onemaybe with line breaks? Better to keep as separate
tags? The instruction: Use
for prose. Could have multiple
elements. We'll do separate
for each piece for clarity. Thus:
About the role
The Client Implementations Pre-Onboarding Specialist supports the pre-onboarding and implementation readiness of Financial Institutions (FIs), credit unions, and third-party service providers (TPSPs) adopting The Clearing House (TCH) payment products across multiple payment networks. This is a client-facing role responsible for coordinating pre-onboarding activities following contract execution, guiding clients and TPSPs through onboarding requirements, and ensuring timely completion of implementation readiness milestones. The Specialist partners closely with the Client Implementation Engineers and internal stakeholders to support client engagements, facilitate discussions, and drive successful pre-onboarding outcomes.
The Clearing House Payments Company L.L.C. is a bank-owned industry utility that shapes the payments landscape and provides infrastructure for safe, reliable, and efficient payments. We see an economy where everyone is connected and a future where modern payments make life easier. The Clearing House operates four payment systems: a high-value wire-transfer system (the CHIPS® network), the country’s first and largest instant payments system (the RTP® network), an automated clearinghouse network (the EPN® network), and a check image exchange network (the Image Exchange Network). TCH also operates a bank account number tokenization service, runs a payments association known as the TCH Payments Authority, and maintains the rules for private-sector check image exchange through its ECCHO® business line.
The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Candidates will report to the office three days each week. Onsite work requirements may change at any time.
Then Responsibilities:Responsibilities
- Support pre-onboarding of new customers across TCH payment products by coordinating activities with banks, credit unions, and TPSPs
- Serve as a primary point of contact during pre-onboarding, managing communication, scheduling, and progress tracking
- Lead client-facing meetings to review pre-onboarding requirements, timelines, and next steps
- Support discussions related to agreements, access requirements and client profile options
- Assist with agreements initiation and execution for new customers and partners
- Support relationships with TPSPs and connectivity providers
- Track pre-onboarding progress, identify risks or delays, and escalate issues to ensure timelines are met
- Contribute to the development and standardization of pre-onboarding processes as the team expands to support additional TCH payment networks
- Identify opportunities to improve efficiency and enhance the client pre-onboarding experience
- Coordinate with internal teams including Sales, CRM, Legal and Client Implementations to support pre-onboarding activities
- Support post go-live activities, including client and TPSP follow-up, coordination of updates, and ongoing communication
- Monitor and report on participant counts, et al.
- Contribute to Pre-Onboarding Team self-identified risk efforts
Qualifications
Required:
- Minimum 3–5 years of experience in an operational, onboarding, implementation support, or client-facing role; banking or financial services background preferred
- Strong verbal and written communication skills
- Experience documenting operational processes and requirements
- Detail-oriented with strong organizational and problem-solving skills
- Ability to manage multiple priorities and coordinate across internal and external stakeholders
- Proficiency in Excel, PowerPoint, and Word
Desired:
- Degree related to business, economics, or a related field
- Experience with payment products and financial services operations (e.g., RTP, ACH, wires, card networks)
- Experience working with third-party service providers or external partners
- Strong analytical and organizational skills