- Learn Webster's FSC Salesforce system in order to retrieve implementation cases and associated Intake forms and approvals for each case.
- Learn how to open FSC cases for Operations and to track the progress of implementations by entering regular case updates in FSC.
- Learn how to accurately complete a TM Service Confirmation or vendor-specific setup form for each product and service; obtain client approval via DocuSign for all setups.
- Establish basic onboarding plans for clients; manage client and internal business partner expectations throughout the process; train clients once services are set up.
- Gain proficiency in Webster Bank's standard Treasury Management products and services in order to autonomously onboard clients. Standard products include ACH origination, Account Reconciliation, Agent Deposit Reporting, Bill Pay, Brinks Cash Services, CINC/TOPS, Controlled Disbursement, Remote Deposit Capture, E-Treasury online banking, Insured Cash Sweep, Check and ACH Positive Pay, Mobile Deposit, Wire, and Zero Balance Accounts.
- With assistance from senior members of the team and/or Product partners, gain basic understanding of our technical and complex services including Bank Check Xpress, Banking Without Borders, FTP and other file transmissions, Image Cash Letter, Integrated Payables, Lockbox (Retail, Wholesale, Wholetail), Multi-Bank Data Xchange, Payment Consolidators (VANCO and FIS) Payment-Link, SWIFT, Virtual Account Manager, and other esoteric services.
- Distribute and/or obtain from clients the information, forms and files required to implement services. QC documents and test files prior to set-up and ensure all activities are completed accurately, on time and to clients' satisfaction.
- Create client files on the TM Implementations shared drive and save all relevant documentation including correspondence, attachments (approvals) and executed documents (TM Service Confirms).
- Notify sales teams of obstacles or client objections; collaborate with internal partners to resolve any workflow, payments, transactions or other operational questions/issues posed by clients during the implementation process.
- Understand and adhere to all relevant Policies and Procedures, including TPS Implementation Procedures and the TPS Business Continuity Plan.
- HS Diploma or GED required
- Bachelor's Degree preferred (no specific area of study/degree)
- Specialized Training (desired but not required):
- Lean Six Sigma Yellow Belt certification
- Basic understanding of banking, cash management or treasury management products and services
- Excellent verbal and written communication skills; professional/courteous style of communication
- Experience communicating with or presenting to internal and external clients
- Experience working in operational support units, project management, or training
- Expertise with MS Excel, Word, Project, PowerPoint, and Outlook
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Senior Treasury Management Implementation Analyst - Southington, 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 firstdoing 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
The Senior Treasury Management Implement Analyst will implement standard treasury management products for new commercial clients or for existing clients with new services. Ensure best-in-class client experience by conducting gathering calls; QCing documentation, obtaining client approval, submitting to Ops for setup, conducting client training, and executing warm downstream handoff to TM Service. Ensure required tasks are completed accurately, on time and to clients' satisfaction. Record progress of implementations by providing regular updates to Salesforce cases; notify sales teams of obstacles or client objections; collaborate with internal partners to resolve any issues during the implementation process. Understand and adhere to Bank and TM Implementation-specific policies and procedures; create client files and maintain accurate records; upload correspondence and executed documents to Salesforce and shared drive. Position will be based in Southington, CT, Boston, MA, or White Plains, NY
Education:
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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.
