Treasury Sales Support Administrator

Webster Five Cents Savi • Auburn, MA

9d • $50,000 - $65,000 • Hybrid

About The Position

Provides comprehensive operational and client support to Treasury Management team. Coordinates end-to-end client onboarding and servicing, including account setup, documentation, and digital tool training, ensuring a seamless and client-focused experience. Manages Treasury Management implementations, monitors transactions and exception activity, and performs compliance checks to maintain accuracy and regulatory adherence. Contributes to reporting, process improvement, and team development initiatives, supporting operational efficiency, accountability, and a high standard of client service.

Requirements

• Strong organizational and communication skills.
• Ability to manage workflow, multiple projects and daily tasks; effectively prioritizing in a deadline driven environment.
• Possesses attention to detail, accuracy, and a sense of urgency in execution and follow-up.
• Skilled in adopting and leveraging technologies to enhance efficiency, communication, and task management.
• Exercises discretion and maintains confidentiality.
• Notary Public license.
• 3 years of related business experience in financial services.

Responsibilities

• Supports end-to-end Treasury client onboarding and servicing, coordinating account and service setups, preparing documentation, and conducting client training on digital tools to ensure a consistent, high-quality, client-focused experience.
• Serves as a primary contact for Treasury clients, addressing inquiries, facilitating account updates, resolving transactional issues, and collaborating with Treasury Sales, Operations, and Branch teams to deliver timely, accurate, and customized solutions.
• Executes Treasury Management setups and implementations, including account analysis and digital banking services, performing file testing, validation, and system configuration to ensure accuracy and operational integrity.
• Monitors operational workflows and exception activity related to new services, maintenance, and client requests, while assisting with proposals, projects, and process improvement initiatives.
• Performs compliance and risk monitoring, including OFAC, ACH, and wire checks; monitoring RDC and ACH limits; completing annual reviews; and escalating potential issues to management as appropriate.
• Supports performance tracking and reporting by maintaining operational documentation and assisting management with monthly reports on key sales, service, and client experience metrics.
• Contributes to individual and team development by participating in training and cross-training initiatives and fostering a culture of accountability, continuous improvement, and client service excellence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree