Treasury Management Implementation Specialist

Bankwell Financial Group • New Canaan, CT

1d

About The Position

About Bankwell:
Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at www.mybankwell.com.

Summary of Position:
The Private Client Group Support Associate supports Private Client Teams in managing and growing existing customer relationships by offering world class support to our growing PCG client base with urgency, empathy, and a deep understanding of our products and services. The individual is responsible for actively supporting the day-to-day client relationships and communicating the details of such support to the organization via the bank's client relationship management platform CRM). This role offers exposure to relationship management and serves as a potential steppingstone toward advisory, product, or service leadership roles within the bank.

Requirements

• 3-5 years of commercial banking or client service experience and 2+ years of Treasury Management Implementation experience.
• Strong interpersonal skills and a collaborative mindset.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with HubSpot is a plus.
• Exceptional attention to detail and organizational skills.
• Ability to thrive under pressure and meet tight deadlines.
• Excellent written and verbal communication.
• Adheres to all applicable Policies and Procedures

Nice To Haves

• Bachelor's degree preferred

Responsibilities

• Support the delivery and servicing of cash management products such as ACH Origination, Wires, Remote Deposit and zero balance accounts.
• Conduct annual reviews of treasury services and recommend funding limits to ensure compliance.
• Coordinate and prepare onboarding documentation for new clients, ensuring accuracy for business online banking and Treasury Management products.
• Manage digital onboarding workflows for new PCG clients.
• Maintain CRM records (i.e., HUBSPOT) to reflect client interactions and service impact.
• Deliver client training and product walkthroughs to ensure clients understand and can utilize the provided services effectively.
• Serve as the primary point of contact for private client inquiries across digital banking, card services and transactions.
• Provide ongoing phone support, research and resolve product or account issues and troubleshoot technical problems impacting clients.
• Communicate clearly and empathically to resolve issues and maintain client satisfaction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees