Specialist, Treasury Management Support Lead

Reposted 4 Days Ago
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Southington, CT
In-Office
Junior
Fintech • Consulting • Financial Services
The Role
Provide exceptional client support in Treasury Management, resolving issues, implementing services, and assisting with product support and training.
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!

This position will provide exceptional problem resolution, customer service, guidance and troubleshooting to our clients. This role will also work closely with other business partners in the commercial and business banking space. They will be proficient in all Treasury Management products and service as well as an understanding of specialty products offered by Webster Bank.

This position will provide exceptional problem resolution, customer service, guidance and troubleshooting to our clients. This role will also work closely with other business partners in the commercial and business banking space. They will be proficient in all Treasury Management products and service as well as an understanding of specialty products offered by Webster Bank.

Key Responsibilities:

  • Implement Treasury Management Service request submitted by the Commercial and or Business Banking team for new and existing clients. Ensure all Corporate Services applications received through service requests are completed and accurate. Review Files to verify all necessary documentation and approvals as per procedures are noted and uploaded into Nautilus for retention.
  • Provide technical support to resolve client issues with applications/products/services such as, Bank Check Express, ACH, Wire Transfer, sweeps, Business Bill Pay, client file transfers and/or Treasury Management Services. 
  • Leads will be responsible for covering where needed Including but not limited to, Online setup and maintenance, alters setups, adding and maintaining client users this can be within e-Treasury, Smart Pay and BOB as well as anything that may be added or upgraded.
  • Will be responsible for guiding, training and coaching associates when needed.
  • Will Provide leadership coverage as manager backup, maintaining workflow efficiency and supporting team needs.
  • Perform continuous assessment of corporate service operations while furnishing oversight and guidance regarding effective client service and issue resolution techniques. Assist with implementing quality assurance processes to improve client experience and promote operational efficiency.
  • Collaborate with peers and across business lines.
  • Work with our vendors associated with Treasury Management products to identify/submit product software issues, test proposed resolution with IT, and resolve software, functionality, and system issues. 
  • Perform other duties or accountabilities as assigned.  Meet and or exceed service, productivity and quality metrics set by department management.
  • Demonstrate adaptability to new technology. Demonstrate proficiency with all systems, tools, resources utilized daily.
  • Ensure compliance with all regulations, policies, and procedures.

Skills, Education and Experience Required:

  • At least 2 years of Treasury Management experience
  • Practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
  • Ability to work a flexible and/or rotating schedule.  May be required to work Saturdays, Sundays and extended hours.
  • High School Diploma or Equivalent required; advanced education preferred

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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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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