Anlst, BB TM Service & Support

Webster Bank•Southington, CT

2d•$65,000 - $70,000

About The Position

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

3-4 years Customer Service experience required
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.

Nice To Haves

3-4 years Direct exposure to working with Treasury Management products and services preferred
Associate’s Degree (AA) preferred
Bachelor’s Degree in Arts/Sciences (BA/BS) 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.