The bank for a changing world

We are looking for

Sr Cash Mgmt Commercial Card Client Services Specialist




United States-California-San Ramon



Job function

Business / Commercial Banking

Apply REF: 041870
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

The Commercial Card Client Servicing associate is primarily responsible for responding to commercial card client program administrator inquiries and maintenance requests received via phone, fax or email. Additional responsibilities include reporting of business activities, monitoring of aging of accounts and address all outstanding operational issues.

Essential Job Functions
  • Respond to commercial card client inquiries regarding commercial card programs via inbound channels (phone, email, fax) following departmental policies and procedures.
  • Complete maintenance requests received via inbound channels from clients as well as requests from internal business partners (e.g. Commercial Card Account Managers, Commercial Card Implementation Specialists, etc.) following departmental policies and procedures; escalate requests if outside authority level.
  • Educate clients on ability to complete inquiries and maintenance requests through online channels, promoting self-service capabilities;
  • Identify resolution path for client if unable to resolve client inquiry/issue (e.g. request assistance from another support area, document issue for review by product management, etc.) following departmental policies and procedures; set client expectations for resolution timeframe; ensure follow-up to meet client expectations; keep client up-to-date on status as necessary
Other Job Duties
  • Review delinquent accounts and document current status for action by client Relationship Managers; escalate accounts for immediate action based on departmental policies and procedures.
  • Performs other duties as assigned.

Required Experience
  • Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.
  • Requires 5 years minimum experience.
  • May require vocational or technical education in addition to prior work experience.

  • High School Diploma or GED Required

  • Highly client-focused and can view internal processes from client-centric viewpoint.
  • Commercial card industry experience.
  • Proficiency with MS-Office products (Word and Excel primarily).
  • Strong communication skills both written and verbal.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-California-San Ramon Job Type: Full-time Job: Business / Commercial Banking