Implementation Support Officer I - Treasury Management

City National Bank • Los Angeles, CA

4d • $24 - $37

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.).

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed