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 ability to perform essential duties satisfactorily
- Working knowledge of Microsoft Word, Excel, Access, and/or another database management program
- Ability to analyze data, calculate rates, ratios, and percentages, and interpret results
- Ability to communicate effectively with customers and associates and present information to groups
- Current driver's license
What We Do
On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18
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