Bank of the West Military and Veterans Banking Jobs

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Bank of the West Treasury Solutions Trainer in City of Industry, California

Treasury Solutions Trainer


At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

The primary responsibility for this position will be to conduct training to new and existing Cash Management clients. Training will be provided for Bank of the West's Cash Management Products and Services, including WebDirect, WebDirect BASIC, and Electronic Deposit Services. The position will also be responsible for handling complex maintenance and/or testing actions related to such products and services, including file transmissions, file format issues and new check testing.

Essential Job Functions

  • Contact client for scheduling of training to meet the client’s implementation expectation and SLA.

  • Develop and manage training/testing schedule to meet needs of external clients and internal stakeholders. Provide access of training/testing calendar to CPI, Sales and Customer Service for schedule new events as needed.

  • Maintain regular and effective communication with Implementation Specialists assigned to the client.

  • Coordinate one-on-one and multiple trainings for clients, as required.

  • Identify and escalate technical challenges involving external clients to Technical Support as needed.

  • Conduct training via WebEx/Teleconference as needed. Schedule WebEx conferences for post-implementation training on a regular basis.

  • Confirm successful completion of all client training; communicate status effectively to assigned Implementation Specialist and Customer Service.

  • Coordinate testing of check and transmission file with our business partner and client. Communicate status regularly and effectively to assigned Implementation Specialist.

Other Job Duties

  • Adhere to Bank’s security and audit procedures as well as industry rules and regulations.

  • Maintain current knowledge of all Bank of the West Cash Management products, services and systems.

  • Participate in UAT testing on new initiatives related to Cash Management products and services, as required. Create formal test scripts for system initiatives.

  • Supports Cash Management Division Training Manager as needed with Division-wide training needs and instruction. Conduct training of new hires for Cash Management Division as required.

  • Provide back-up customer service support, as needed, during bank acquisition post-integration periods, large new business campaigns, and other “peak call volume” situations.

  • Performs other duties as assigned


Required Experience

  • 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 with installation/implementation of cash management products.

  • Requires 2 years minimum prior relevant experience in client training


  • Bachelor's Degree


  • Cash Management product and services expertise.

  • Knowledge of general banking services and bank operations.

  • Analytical and research.

  • Bank product and service knowledge.

  • Computer skills.

  • Good Communication skills.

  • Training abilities.

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-Arizona-Tempe

Other Locations: United States-California-Sacramento, United States-California-City of Industry

Requisition ID: 056071