- Handle internal and client service inquiries, billing, training, and support requests pertaining to Treasury Management products and Online Banking (including but not limited to Bill Pay, Mobile Banking, Zelle), while adhering to client service standards.
- Provide technical support to trouble shoot both routine and complex services and communicate timely resolution to clients and internal colleagues, engaging leadership for escalation as needed.
- Onboard new Treasury clients. Provide installation, training, or technical support for clients via phone/email/virtual meeting and/or through and onsite visit. Initiate, review and complete Treasury Management Service Confirmation documents. Train clients through virtual demonstration of established services. Services include but not limited to Remote Deposit Capture, ACH, Wire, and Fraud Protection Services.
- Review and ensure accuracy and completeness of signed client agreements, maintenance requests and cancellation forms.
- Structure, coordinate and monitor progress to completion of all implementation and service cases. Document all aspects of client engagement via Salesforce. Adhere to quality standards with focus on clear and concise notes, accurate case completion, manage SLAs and quality/efficiency metrics based on procedure.
- Maintain a thorough working knowledge of the full suite of Treasury products and services offered.
- Communicate timely resolutions to clients and internal colleagues as needed.
- Role requires collaborative partnerships with Treasury Sales, Relationship Managers, Deposit Operations, Treasury Service, and other colleagues throughout the Consumer Bank.
- High School / GED required.
- 2 – 4 years of related experience – (i.e., Customer Service Experience Required, Call Center Experience Preferred, Banking Center and/or Financial Industry Experience Required. Treasury Knowledge Preferred.
- Active listening skills, with the ability and drive to provide superior client service.
- Basic knowledge of business banking and treasury services required.
- Comprehensive understanding of all treasury products preferred.
- Working knowledge of computer and processing skills (email, internet, excel, word)
- Fiserv application experience preferred.
- Ability to learn all software systems that support call center and treasury management requests, inquires and transactions.
- Excellent verbal and written communication skills
- Ability to effectively problem solve, multi-task/process, and manage time independently.
- Excellent organizational skills with attention to detail
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Analyst, Treasury Management Service - Jericho, United States - Webster Bank
Description
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
Responsibilities:
Experience/ Education/ Skills:
#LI-JG1
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
