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Analyst, Business Banking TM Implementation

Guide clients through treasury system setup ensuring regulatory compliance and client satisfaction
Southington, Connecticut, United StatesJericho, New York, United States
Mid-Level
$70,000 – 80,000 USD / year
2 days ago
Webster Bank

Webster Bank

A regional bank offering personal and business banking, lending, and investment services across the Northeastern United States.

1 Similar Job at Webster Bank

Job Title

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

This role is responsible for providing service, maintenance, and implementation support for a wide range of treasury management products, ensuring a smooth onboarding experience and ongoing client satisfaction. The position manages all aspects of the implementation and maintenance process, including documentation, approvals, and configuration validation, while adhering to bank policies and regulatory requirements. It involves delivering day-to-day client support, resolving inquiries promptly, and maintaining accurate records in Salesforce and shared systems. The role collaborates with internal partners to address client needs, ensure timely completion of tasks, and drive a positive client experience throughout the implementation and servicing lifecycle.

What You Will Do

  • Facilitate implementation of processes, guiding clients through system setup, documentation validation, and configuration assessments while ensuring full compliance with regulatory and bank-specific standards.
  • Facilitate the seamless delivery and ongoing maintenance of treasury management solutions, prioritizing exceptional client onboarding experiences and sustained satisfaction.
  • Manage a dynamic pipeline of implementation and service tasks, swiftly addressing escalated issues and efficiently supporting daily operations, with continuous monitoring and resolution tracking in Salesforce.

Skills and Abilities

  • Knowledge of Treasury Management products and services
  • Proficient organizational skills and attention to detail
  • Ability to work independently with minimal supervision
  • Commitment to quality and continuous improvement
  • Proficient Customer Service skills
  • Proficient communication and presentation skills.

Education Qualifications

  • H.S. Diploma or General Education Degree (GED) required
  • Associate's Degree (AA) preferred
  • Bachelor's Degree in Arts/Sciences (BA/BS) preferred

Experience Qualifications

  • 3-4 years Working knowledge of Treasury Management Products and Services. Products include Treasury Portal, Remote Deposit Capture, Wire Origination, ACH Origination, Fraud Services, File Services, etc. required

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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Analyst, Business Banking TM Implementation
Southington, Connecticut, United States
$70,000 – 80,000 USD / year
Customer Success
About Webster Bank
A regional bank offering personal and business banking, lending, and investment services across the Northeastern United States.