Bank of the West CCS Relationship Specialist II in Tempe, Arizona

CCS Relationship Specialist II


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

Provides on-going, "single point of contact" support for CBG corporate clients on several cash management products. Provides account servicing, resolution of routine inquiries and operational problems on basic loan, treasury management and depository products using established guidelines and work instructions.

Essential Job Functions

  • Maintains relationships with clients by resolving a variety of basic operational problems, usually related to specific transactions and standard products and services.

  • Acts as a primary contact for “assigned customers” for depository, loan payments, cash management products and services.

  • Provides support with new account openings, loan payment information, documentation, maintenance, ordering supplies, update customer profile, complete various forms to link the accounts to existing products and services.

  • Provides credit Servicing support including: client credit availability, re-pricings, advances, and paydowns

  • Handles routine technical or service issues as appropriate to maintain service level agreements.

  • Maintains current knowledge of products and systems related to deposit and cash management products and services.

  • Adheres to Bank’s security and audit procedures as well as industry rules and regulations. Exercises absolute integrity in all dealings with internal and external customers.

Other Job Duties

  • Performs other duties as assigned.


Required Experience

  • Requires basic job knowledge of systems and procedures obtained through prior work experience or education.

  • Requires 3 years minimum experience.

  • May require vocational or technical education in addition to prior work experience.


  • H.S. Diploma


  • Basic knowledge of branch depository and account maintenance functions.

  • Basic knowledge and understanding of technical, PC-based cash management products.

  • Basic knowledge on back office operational processes related to all cash management products and services preferable.

  • Basic knowledge of treasury management products, wholesale operations, credit servicing and documentation is required.

  • Research and analysis.

  • Interpersonal skills.

  • Customer service.

  • Verbal communication.

  • Desktop PC applications use.

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

Requisition ID: 037632