Bank of the West CCS Implementation Advisor in City of Industry, California
CCS Implementation Advisor
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Job Description Summary
Responsible for the facilitation of new Cash Management and Depository Relationships for CBG and RBG Relationship Managers and Cash Management Consultants. Serves as the primary client contact to validate that products and services communicated to the Implementation team are accurate. Interfaces with vendor banks when required, coordinates training as needed, and manages the implementation until all products and services are working as requested before handing the servicing off to a CCS Relationship Specialist.
Essential Job Functions
Develops and maintains project plans for new Cash Management and Depository Relationships to ensure that target implementation dates are met.
Manages communication with sales, service and relationship management throughout the implementation process.
Manages communication with clients throughout the implementation process.
Acts as liaison with operations areas in the opening of new Cash Management and Depository products and services. Expertise of Cash Management products and systems will enhance the specialist’s ability to easily manage relationships with operations areas and ensures immediate action and resolution of problems that may arise during the implementation process.
Acts as liaison with vendor banks in the establishment of new products and services. Expertise of vendor Cash Management products and systems will enhance the specialist’s ability to easily manage relationships with vendor banks and ensures immediate action and resolution of problems that may arise during the implementation process.
Adhere to Bank’s security and audit procedures as well as industry rules and regulations.
Maintains current knowledge of products and systems related to deposit and cash management products and services.
Coordinates system testing and training as required.
Other Job Duties
Submits pipeline status reports.
Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
- Bachelor's Degree
Cash Management product and services expertise.
Experience with the installation/implementation of cash management products and depository accounts.
Knowledge of general banking services and bank operations.
Analytical and research.
Bank product and service knowledge.
Experience on CRT terminal.
Use personal computer.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Business / Commercial Banking
Location: United States-California-City of Industry
Requisition ID: 037939