Senior Associate, Client Service Associate (CSA)

Webster Bank•New York, NY

6d•Hybrid

About The Position

A CSA acts as the client service lead of relationships and manages interactions and workflow between clients and internal partners to ensure a smooth and efficient client experience. In this role, you will build and maintain relationships with clients in coordination with relationship managers. You will have the opportunity to service a portfolio of relationships by executing and facilitating various requests to meet client needs.

Requirements

Knowledge of appropriate legislation pertaining to Financial Industry is required.
Knowledge of business practices, bank products and services, bank policies, and procedures is required.
Excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills.
Experience with Microsoft office is required.
3 years of experience in the financial industry required.

Nice To Haves

Salesforce experience is preferred.
Exceptional multi-tasking skills, effective time management, organizational and prioritization skills are strongly encouraged.

Responsibilities

Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms.
Entering overdraft decisions.
Providing basic online banking assistance.
Reviewing specialized reporting.
Assisting with relationship grouping.
Account analysis maintenance.
Account opening.
Coordination with RM to outline accounts/products/services needed for new client onboarding.
Drawdowns/repetitive wires.
Fee reversals.
Fraud reporting/cases.
Interest adjustments.
Limit increases (ACH, wire, remote deposit).
Money movement (manual wires and transfers).
Rate variance requests.
Escrow subaccount creation/maintenance.
Unposted check/ACH payments.