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CMS Product Specialist II

Posting Date: 06/09/2021
Location: San Jose, CA
Department: Cash Management Services


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 customer and 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. Process monthly account analysis billings and assist with the preparation of various account analysis reports. Conduct a periodic review of the ITI Analysis system to ensure accurate charges and make adjustments where necessary. Install scanners, train and provide support/troubleshoot technical issues for customers with Remote Deposit Capture. Gather data and prepare Risk Rating Approvals and Reviews for Cash Management risk based products such as Remote Deposit and ACH. 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. Complete special projects as assigned.


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 and escalation support for Product Specialist I staff. Provides support and assistance to Cash Management Services in meeting or surpassing established department goals.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.