Summary
Works with business financial centers and departments to train, coordinate and facilitate the use of Citizens Account Analysis system by all associates. This position will support the development, enhancement and/or maintenance of the programs approved by the Bank for its sales and service activities.
Essential Duties and Responsibilities include the following:
- Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
- Maintains, trains and supports users of Citizens Account Analysis (CAA), a fully functional analysis and billing system.
- Modifies system to accommodate any Bank-mandated changes to rates and pricing of products/services. Ensures such modifications are implemented in a timely fashion.
- Maintains and monitors any required “special” or “waived” pricing strategies either at the Bank level, analysis group level or account level.
- Receives, analyzes, processes and maintains in CAA monthly account information, balance information and service information for all deposit accounts on analysis from the host system (Premier), as well as various other sources (Treasury Management, Support Services, etc.)
- Generates monthly account analysis statements resulting from compilation of all data received during the month. These statements will be generated at month-end and reviewed for a period of time after with modifications made on an as-needed basis.
- Works with all business financial centers/departments/areas of the Bank to ensure all needs are met and monthly analysis statements are generated accurately and any variances addressed in a timely fashion prior to customer billing.
- Receives, analyzes and processes all third-party vendor payments submitted by the Centers on behalf of customers.
- Supports any future sales support systems deemed necessary by the Bank.
- Provides Citizens Experience level service to both internal and external customers.
- Other duties may be assigned as needed.
Supervisory Responsibilities: This job has no supervisory responsibilities.
Qualifications: To perform this job successfully, an individual must be analytical, detail-oriented and able to perform each essential duty in a satisfactory manner. 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.
Education and Experience: Bachelor’s Degree (B.A.) from a four-year college or university; or four to six years’ related experience and/or training; or equivalent combination of education and experience.
Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of the organization.
Mathematical Skills: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs. Ability to analyze results and draw conclusions based on those results.
Computer Skills: Working knowledge of Word, Excel and Access, and/or other database management program.
Reasoning Ability: Ability to apply common sense to carry out instructions furnished in written, oral or diagram format. Ability to deal with problems involving several concrete variables in standardized situations.
Certificates, Licenses, Registrations: Current driver’s license.
Physical Demands: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to stand; walk; sit; and use hands and fingers to handle or feel. The associate is occasionally required to reach with hands and arms and stoop, kneel, crouch or crawl. The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone; reach with hands and arms; talk and hear. The associate must occasionally lift and/or move up to ten (10) pounds. From time to time, the associate must travel to various business financial centers to perform training as needed by users.
Work Environment: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Skills Required
- Bachelor's degree from a four-year college or university, or four to six years of related experience and/or training, or an equivalent combination
- Analytical and detail-oriented abilities
- Ability to analyze results, draw conclusions, and calculate rates, ratios, and percentages
- Working knowledge of Microsoft Word, Excel, Access, and/or another database management program
- Ability to write routine reports and correspondence and speak effectively before groups
- Current driver's license
Citizens Business Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens Business Bank and has not been reviewed or approved by Citizens Business Bank.
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Retirement Support — Retirement support includes a 401(k) plus profit-sharing, with a qualified non-elective employer contribution described as a meaningful baseline and additional profit-sharing that can add upside. Employer retirement funding is portrayed as a stronger pillar of total rewards even when cash pay feels lean.
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Affordable Benefits — Employer cost-sharing for medical coverage is described as substantial, with materials citing coverage of roughly three-quarters of premiums for the lowest-cost plan. This premium subsidy is characterized as competitive for a mid-size bank and supports the overall value of the benefits package.
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Leave & Time Off Breadth — Paid vacation, holidays, and sick leave are explicitly part of the package, and the time-off offering is frequently characterized as "good PTO" and "generous holidays." Predictable scheduling and workable balance are framed as non-cash rewards that can partially offset lower base pay for some roles.
Citizens Business Bank Insights
What We Do
Citizens Business Bank is consistently recognized as one of the top-performing banks in the nation and offers a wide array of banking, lending, and investing¹ services through over 60 banking centers and 3 trust office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and Central California. CVBF trades on the NASDAQ stock exchange under the symbol CVBF. Member FDIC | Equal Housing Lender | Equal Opportunity Employer ¹Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value
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