Bank of the West Treasury Solutions Trainer in Tempe, Arizona
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 Treasury Solutions clients.
Training will be provided for Bank of the West's Treasury Solutions Products
and Services, including WebDirect, WebDirect BASIC, and Electronic Deposit
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 clients for scheduling of training to meet theclient’s implementation expectation and SLA.
Develop and manage training/testing schedule to meetneeds 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 withImplementation Specialists assigned to the client.
Coordinate one-on-one and multiple training's forclients, as required.
Identify and escalate technical challenges involvingexternal clients
Technical Support as needed.
Conduct training via WebEx/Teleconference as needed.
Schedule WebEx conferences for post-implementationtraining on a regular basis.
Confirm successful completion of all client training;communicate status effectively to assigned Implementation Specialist andCustomer Service.
Coordinate testing of check and transmission file withour business partner and client.
Communicate status regularly and effectively toassigned Implementation Specialist.
Other Job Duties
Adhere to Bank’s security and audit procedures as wellas industry rules and regulations.
Maintain current knowledge of all Bank of the West Treasury Solutions products, services andsystems.
Participate in UAT testing on new initiatives relatedto Treasury Solutions products andservices, as required.
Create formal test scripts for system initiatives.
Supports TreasurySolutions Division Training Manager as needed with Division-widetraining needs and instruction.
Conduct training of new hires for Treasury Solutions Division as required.
Provide back-up customer service support, as needed,during bank acquisition post-integration periods, large new businesscampaigns, and other “peak call volume” situations.
Performs other duties asassigned
Bachelor’s Degree and/or equivalent work experience
Requires five (5) years minimum experience with cashmanagement products and services
Requires two (2) years minimum Client Trainingexperience
Experience with installation/implementation of cashmanagement products.
Excellent verbal and written communication skills
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: 048195