New

Client Services Utility Specialist

Citizens Business Bank
21.56 To 29.11 (USD) Hourly
United States, California, Rancho Cucamonga
7555 Hellman Avenue (Show on map)
Apr 09, 2026
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary The Client Services Utility Specialist is a crossfunctional role designed to provide flexible, expertlevel support to both the Client Services and Implementations teams during periods of high volume, escalations, or operational need. Leveraging deep Treasury Management product knowledge, this role supports complex client inquiries, implementation activities, escalations, training, and quality efforts while ensuring seamless transitions between onboarding and postimplementation support. Essential Duties and Responsibilities Serves as the primary subject matter expert (SME) on treasury services, including: Online Banking (ACH, Wires, Bill Pay) Remote Deposit Capture (scanner installation and support) Positive Pay and ACH Filter Image Cash Letter Lockbox and Cash Vault Secure File Transfer Protocol (SFTP) Act as a primary escalation point for complex treasuryrelated client inquiries, ensuring timely, accurate, and customerfocused resolution. Assist the Customer Service Support Supervisor with monitoring daily operations during peak volume periods to ensure adherence to service standards and regulatory requirements. Assist Implementation Specialists and Supervisor with: Client setup validation System configuration review and testing File testing and troubleshooting Implementation readiness and golive support Assist with implementationtoClientServices handoffs to ensure continuity of service and minimize postgolive issues. Support Treasury Management system upgrades by validating and testing across system environments. Provide oneonone coaching and mentoring to Client Services associates and Implementation team members to address knowledge gaps. Support implementation project execution by assisting with timelines, documentation, and client communications when volume requires. Demonstrate flexibility by shifting responsibilities between Client Services and Implementations based on business demand. Foster strong partnerships with Treasury Management Sales, Center Operations, Relationship Managers, and internal stakeholders. Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job. Provide, present, and promote The Citizens Experience to all external and internal customers. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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/or Experience Associate degree (A. A.) or equivalent from two-year College or technical school; 3 to 5 years related experience and/or training; or equivalent combination of education and experience. 3-5 years' experience in Treasury Management including set up, data input, training and file testing is preferred. Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference, draw and interpret bar graphs. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills Skilled in Microsoft Office Suite with a strong emphasis on Excel and database applications. Proficiency with CRM systems Certificates, Licenses, Registrations None required. Other Skills and Abilities Advanced knowledge of Treasury Management products and systems. Proven experience handling escalations and complex client scenarios. Experience supporting or partnering with implementation/onboarding teams. Strong communication, coaching, and collaboration skills. Ability to manage competing priorities in a fastpaced, highvolume environment. High attention to detail with a strong compliance and risk mindset. Physical Demands The physical demands described here are representative of those that must be met by an employee 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 employee is regularly required to sit; use hands and fingers to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee 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. Salary Range:$21.56 To $29.11 Hourly Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.