Analyst, BB TM Implementation

Webster Bank•Southington, CT

2d•$67,000 - $75,000

About The Position

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.

Requirements

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.
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

Nice To Haves

Associate’s Degree (AA) preferred
Bachelor’s Degree in Arts/Sciences (BA/BS) preferred

Responsibilities

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.