Cash Management Product Specialist II

2 days ago


San Jose, California, United States Heritage Bank of Commerce Full time
Cash Management Product Specialist II Job Summary

The Cash Management Product Specialist II is a key role within our organization, responsible for the technical administration and support of Cash Management Electronic Banking products. This position requires a strong understanding of electronic banking systems and the ability to provide exceptional customer service to our clients.

Key Responsibilities:
  • Implement new clients on electronic banking systems in a timely and accurate manner
  • Provide continued support for existing clients and escalate issues to Product Specialist I staff as needed
  • Assist Cash Management Services in meeting or surpassing established department goals
  • Prepare electronic banking documentation for customer implementation and review returned documentation for accuracy
  • Set up new customers and users on the Online Banking system
  • Maintain customer files with current information
  • Respond to client inquiries in a professional and timely manner
  • Install scanners, train, and provide support/troubleshoot technical issues for customers with Remote Deposit Capture
  • Conduct required reporting and ensure compliance with job-related laws and regulations
Qualifications:
  • One year certificate from college or technical school; or one-year related experience and/or training; or equivalent combination of education and experience
  • Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks
  • Knowledge of basic computer programs, customer service skills, 10 key, and a basic understanding of electronic banking systems
  • Strong communication and organizational skills with the ability to interact effectively with all levels of management
Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations, including the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Vendor Management, Information and Data Security, and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.



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