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CMS Product Specialist

Posting Date: 08/05/2020
Location: San Jose, CA (2)
Department: Cash Management Services

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.

Primary Responsibilities:

Provide exceptional customer service to all Cash Management clients. Prepare required electronic banking documentation for customer implementation and review returned documentation to ensure proper completion by clients and co-workers. Follow-up with appropriate individuals to finalize any improper or incomplete paperwork. Set up new users on the Online Banking system. Maintain all customer files with current information. Respond to inquiries from clients and co-workers in a professional, timely and efficient manner. Complete special projects as assigned. Process monthly billings and conduct a periodic review of the ITI Analysis system to ensure accurate charges and making adjustments where necessary. Provide reports in the areas of transaction volume, inquiries and customer enrollment. Maintain a complete log of all client interactions both in person and via telephone or e-mail. Adhere to operational policies and procedures. Follow workflow processes and make suggestions for improvement when necessary. Ensure compliance with all aspects of job-related laws and regulations.

Summary:

Primarily responsible for the technical administration and support of Cash Management Electronic Banking products. Responsibilities include timely and accurate implementation of new clients on the electronic banking systems as well as continued support for existing clients. Provides support and assistance to Cash Management Services in meeting or surpassing established department goals.