Implementation Support Officer I - Treasury Management

at  City National Bank

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.

• 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.).