Implementation Support Officer I - Treasury Management - City National Bank
Los Angeles, CA
About the Job
IMPLEMENTATION SUPPORT OFFICER I - TREASURY MANAGEMENT
WHAT IS THE OPPORTUNITY?
This position is responsible for the implementation and ongoing maintenance of new Treasury Management services following the close of sale through initial client product usage. Ensure products are properly set up in accordance with published service level agreements, provides implementation support to the TM Sales Officer and line unit personnel by providing and recommending the appropriate process for implementing a product.
What you will do
+ Receive, review, and process the product setup paperwork according to policy and procedure. Activities generally include, but are not limited to, reviewing implementation packages for accuracy and completeness, follow-up on missing documentation, disbursing paperwork to Implementation Operations, preparing implementation status reports and summaries, communicating set up status to sales officers and field officers and acting as liaison between Treasury Management and other business units.
+ Assist both internal and external clients with product and implementation questions. Provides support to clients concerning product usage and functionality.
+ Maintain positive relationships with all units within the bank by providing product/service informational support, timely and accurate implementation of requests, detailed tracking, follow-up and communication on all Treasury Management products and services.
+ Maintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
+ Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Must-Have*
+ Minimum 2 years in banking environment or financial institution
+ Minimum 1 year experience in Treasury/Cash Management
+ Minimum 1 year experience working with PC based software applications.
Skills and Knowledge
+ Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience.
+ Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes.
+ Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.
+ Strong written and verbal communications skills.
+ Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.
Compensation
Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
#CA-DH
WHAT IS THE OPPORTUNITY?
This position is responsible for the implementation and ongoing maintenance of new Treasury Management services following the close of sale through initial client product usage. Ensure products are properly set up in accordance with published service level agreements, provides implementation support to the TM Sales Officer and line unit personnel by providing and recommending the appropriate process for implementing a product.
What you will do
+ Receive, review, and process the product setup paperwork according to policy and procedure. Activities generally include, but are not limited to, reviewing implementation packages for accuracy and completeness, follow-up on missing documentation, disbursing paperwork to Implementation Operations, preparing implementation status reports and summaries, communicating set up status to sales officers and field officers and acting as liaison between Treasury Management and other business units.
+ Assist both internal and external clients with product and implementation questions. Provides support to clients concerning product usage and functionality.
+ Maintain positive relationships with all units within the bank by providing product/service informational support, timely and accurate implementation of requests, detailed tracking, follow-up and communication on all Treasury Management products and services.
+ Maintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
+ Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Must-Have*
+ Minimum 2 years in banking environment or financial institution
+ Minimum 1 year experience in Treasury/Cash Management
+ Minimum 1 year experience working with PC based software applications.
Skills and Knowledge
+ Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience.
+ Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes.
+ Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.
+ Strong written and verbal communications skills.
+ Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.
Compensation
Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
#CA-DH
Source : City National Bank