Associate, Internal Client Support

Posted 8 Days Ago
Be an Early Applicant
Hamilton, NY, USA
In-Office
23-24 Hourly
Junior
Fintech • Consulting • Financial Services
The Role
Process tenant lease security and escrow sub-account transactions, prepare and scan documentation, create funds transfers, support Commercial Sales/Financial Center colleagues, respond to client inquiries via phone/email/fax, perform administrative payouts, and ensure regulatory compliance.
Summary Generated by Built In

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!

Webster Bank is looking for someone to join our team as the Internal Branch Client Support Associate. In this position, you will accurately and efficiently process all transactions in the Internal Branch for specialized customer products. Additionally, you will provide exceptional Customer Service and sales support to Internal (Commercial Teams/Financial Centers) and External clients, vendors, and other institutions.

What you will do

  • Support the Commercial Sales Teams/Financial Center colleagues and process all Tenant Lease Security & Escrow Sub Account transactions daily by opening, closing, and making deposits and adjustments to these accounts. Ensure service requests received are handled daily and meet the departmental service level agreement (SLA).

  • Prepare documentation for bank checks based upon client requests received for Tenant Lease Security accounts to be mailed in a timely manner. Scan and upload processed Tenant Lease Security documentation for future document retrieval.

  • Provide support with processing service requests received regarding escrow transfers/opening accounts, posting sheets, transmit confirmation receipt to client, and create funds transfer via BTE files.

  • Ensure the collection of all documentation needed to establish Tenant Lease Security Accounts and notification to Commercial Sales Teams/Financial Center colleagues regarding Beneficial Ownership requirements.

  • Annually perform Administrative Fee payout to all Agents/Landlords incurred for the year via Bank Check or Credit to Operating Account on file.

  • Prepare BTE files to affect all tenant transactions. Process and submit tickets through Branch Capture by scanning debit/credit transaction to affect all tenant transactions.

  • Provide prompt customer service via email, fax and the telephone to all clients and Financial Center/Commercial Sales Team colleagues, answering questions, taking requests to make changes to accounts, processing transfers, and receiving requests for research.

  • Perform other job duties as needed to support the department.

  • Ensure compliance with all regulations, policies, and procedures.

Skills and Abilities

  • Customer service skills, ability, and willingness to learn and adapt to a fast-paced working environment and paying attention to detail.

  • Ability to process a high volume of transactions accurately and quickly.

  • Excellent data entry skills. Brief knowledge of basic accounting skills.

  • Excellent telephone and communication skills.

  • Experience with all Microsoft applications.

Education Qualifications

  • Advanced degree – Associates, Bachelors, Masters, etc

Experience Qualifications

  • For this position, you must have Customer Service experience.

The estimated salary range for this position is $23.00 to $24.00 USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-JG1

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.

Skills Required

  • Customer service experience
  • Associate's, Bachelor's, or advanced degree
  • Experience with Microsoft applications (Microsoft Office)
  • Excellent data entry skills
  • Ability to process a high volume of transactions accurately and quickly
  • Excellent telephone and written communication skills
  • Attention to detail and ability to adapt in a fast-paced environment
  • Brief knowledge of basic accounting skills

Webster Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Webster Bank and has not been reviewed or approved by Webster Bank.

  • Leave & Time Off Breadth PTO, holidays, and volunteer days are generous, with paid parental leave included to support time away needs. Flexibility such as hybrid/telecommuting options further strengthens time-off usability.
  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options, telemedicine, wellness incentives, health coaching, and an EAP. The offering is positioned as comprehensive within a broader Total Rewards framework.
  • Retirement Support Retirement programs include a company 401(k) match and an employee stock purchase plan. Financial education and employee banking discounts add to long‑term financial support.

Webster Bank Insights

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The Company
HQ: Stamford, CT
4,708 Employees
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions. Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. 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. © 2021 Webster Financial Corporation. All rights reserved. Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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