Analyst, Business Banking Treasury Management Service & Support
About The Position
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 delivering exceptional service and maintenance support for a wide range of treasury management products, ensuring seamless client experiences. The position manages all aspects of the maintenance process, including documentation, approvals, and configuration validation, while adhering to bank policies and procedures. It involves providing day-to-day client support through call center technology, resolving inquiries promptly, and maintaining accurate records in Salesforce and shared systems. The role requires collaboration with internal teams to address client needs, ensure timely completion of tasks, and uphold high standards of accuracy and compliance.
Requirements
- Knowledge of Treasury Management products and services.
- Proficient organizational skills, attention to detail, and work quality.
- Excellent customer service skills.
- Ability to communicate effectively through oral and written communications.
- H.S. Diploma or General Education Degree (GED) required
- 3-4 years Customer Service experience required
Nice To Haves
- Associate's Degree (AA) preferred
- Bachelor's Degree in Arts/Sciences (BA/BS) preferred
- 3-4 years Direct exposure to working with Treasury Management products and services preferred
Responsibilities
- Provide Service and Maintenance Support for standard and complex treasury management products to business clients. Products include Treasury Portal, Remote Deposit Capture, Wire Origination, ACH Origination, Fraud Services, File Services, Virtual Account Manager, Lockbox, Bank Check Express, Payment Link, etc.
- Provide day to day service support leveraging call center technology.
- Facilitate all aspects of the maintenance process including preparation and execution of documentation, obtain client and internal approvals, submission to Operations, and validation of configuration.
- Manage a pipeline of support cases with continuous monitoring and resolution tracking in Salesforce.
- Understand and adhere to Bank Compliance and Treasury specific policies and procedures; create client files and maintain accurate records; upload correspondence and executed documents to Salesforce and shared drive.
- Communicate and collaborate effectively with clients, relationship teams and operations to manage experience and resolve any issues.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
