Treasury Management Training Specialist
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2025-5330
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Category |
Treasury Services
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Workplace policy |
Hybrid
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Overview
The Treasury Management Training Administrator is responsible for performing various functions within Treasury Management including, but not limited to, coordinating, and facilitating CNB Treasury Management product training (i.e. guidance on how to use and navigate the system). This is a crucial final step in the sales onboarding process that connects our clients to our products and the Bank. This role promotes an exceptional onboarding experience by leveraging one-on-one client training meetings to ensure a smooth transition for client utilization. The Treasury Management Training Coordinator customizes the client's training to match their level of experience with treasury management products, aiming to ensure a positive experience upon activation. The role is responsible for leading client training sessions that may include multiple participants. Due to the virtual nature of these trainings, it is essential that the Treasury Management Training Administrator effectively engage and captivate the audience, practicing patience and empathy, while ensuring clear communication and active participation throughout the sessions. This role requires ample coordination, logistics, communication, follow-up and flexibility to ensure the client's attendance. This role is also responsible for assisting with system issues, by sending internal and external notifications and updates on the issue and testing issue resolution. Additionally, this role may assist with creating and/or updating client facing training materials.
Principal Duties & Responsibilities
Follows policies, procedures, and exercises sound judgment to ensure client privacy. Executes bank security and fraud/loss prevention measures by quickly taking initiative to report suspected fraud and apply preventive measures such as disabling any compromised access or profiles, gathering relevant information, notifying CNB's fraud department and following up to ensure all steps recommended by CNB's fraud department are met prior to restoring any potentially compromised access.
- Reviews case documentation to determine if the correct access is enabled. Reviews Administrator and user form to proceed with training based on the established authority for the individual for whom training was requested.
- Timely follow-up and documentation in Elevate Case of follow-up efforts, case status, pending items, etc.
- Delivers one-on-one client training sessions for OfficeDeposit (i.e. Remote Deposit Capture), Positive Pay, Lockbox Remittance services as well as any other topics that arise during training and/or other Treasury Management Products that may require training. Facilitates ePartner, Wire and ACH origination group training sessions for clients as needed.
- Accurately store all electronic documentation and training communication emails in their corresponding Elevate cases.
- Activates products requiring final steps prior to client utilization (i.e. Positive Pay) and ensures that the correct accounts and settings are provisioned. Sends client and internal communications once service is activated.
- Performs quality control review on activated Positive Pay services to confirm accuracy in activation and system settings for client usage.
- Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate.
- Updates department manager on cases requiring escalation, is expected to put forth ideas about initiatives to maximize efficiency and minimize friction.
- Actively and accurately participate in product testing, implementation, and conversions, as needed and required.
- Maintain knowledge of compliance, risk and banking regulations. Reads bank bulletins pertaining to changes in policy and procedures.
- Completes other duties as required and/or assigned by manager.
Qualifications
- 1-2 years of previous relevant experience facilitating Treasury Management client training or prior Treasury Management support role at CNB or other financial institution.
- Working knowledge of Treasury Management products and systems required.
- Must be detail-oriented, organized and must have strong time-management skills.
- Understanding of treasury and cash management products, governing regulations, internal and audit policies and procedures.
- Strong math, analytical and problem solving skills.
- Proficiency in Microsoft Word, Excel, and PowerPoint applications required.
- Excellent verbal and written communication skills for effective interaction with clients.
- Strong attention to detail and follow-up.
- Strong technical skills to effectively inform clients about products and services.
- Demonstrate constant proficiency in their current role and performance (Internal applicants)
- Demonstrate the ability to work well under pressure and strict timelines.
- Manage multiple priorities simultaneously.
Education
- High School Diploma or GED equivalent required.
- Associate's Degree in Business Administration or equivalent preferred
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCP here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.
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City National Bank
Mar 04, 2025