Sales Support Analyst

Citizens Business Bank•Ontario, CA

7h•$20 - $26

About The Position

The Sales Support Analyst works with business financial centers and departments to train, coordinate, and facilitate the use of the Citizens Account Analysis (CAA) system. This position supports the development, enhancement, and maintenance of programs approved by the Bank for its sales and service activities, ensuring accurate account analysis and billing processes.

Requirements

Analytical and detail-oriented
Bachelor’s Degree (B.A.) from a four-year college or university; or four to six years’ related experience and/or training; or equivalent combination of education and experience.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or associates of the organization.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
Ability to analyze results and draw conclusions based on those results.
Working knowledge of Word, Excel and Access, and/or other database management program.
Ability to apply common sense to carry out instructions furnished in written, oral or diagram format.
Ability to deal with problems involving several concrete variables in standardized situations.
Current driver’s license.

Responsibilities

Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
Maintains, trains and supports users of Citizens Account Analysis (CAA), a fully functional analysis and billing system.
Modifies system to accommodate any Bank-mandated changes to rates and pricing of products/services.
Ensures such modifications are implemented in a timely fashion.
Maintains and monitors any required “special” or “waived” pricing strategies either at the Bank level, analysis group level or account level.
Receives, analyzes, processes and maintains in CAA monthly account information, balance information and service information for all deposit accounts on analysis from the host system (Premier), as well as various other sources.
Generates monthly account analysis statements resulting from compilation of all data received during the month.
Works with all business financial centers/departments/areas of the Bank to ensure all needs are met and monthly analysis statements are generated accurately and any variances addressed in a timely fashion prior to customer billing.
Receives, analyzes and processes all third-party vendor payments submitted by the Centers on behalf of customers.
Supports any future sales support systems deemed necessary by the Bank.
Provides Citizens Experience level service to both internal and external customers.
Other duties may be assigned as needed.