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:
CLIENT TRAINING (80%)
Create training curriculum for treasury management (TM) services, including but not limited to: E-Treasury, Remote Deposit Capture, Lockbox Archive, Payment-Link, Virtual Account Manager, Check Positive Pay, ACH Positive Pay, ACH Origination, Wire Origination, Bank Check Xpress, and any new TM service offered by Webster.
Monitor the TM Implementation pipeline and track progress of implementations with the Implementation Managers in order to plan ahead and manage time and resources.
Create training schedules for clients whose services require training; coordinate training with clients, Implementation managers, and Operations (as needed).
Leverage existing product usability content (such as product User Guides and Quick Reference Guides) to augment training and/or provide clients as leave behind materials.
For the TM services listed above, conduct comprehensive training for 1) new clients with new TM services, 2) existing clients with new TM services, or 3) existing TM clients with existing services in need of refresher training.
Conduct training virtually, unless special arrangements are made to conduct on-site training (very rare).
For new implementations, maintain a record of training sessions and update the Salesforce Implementation Case when training is completed.
For new clients or new service implementations, invite TSOs to join training sessions and/or provide feedback to TSOs, notify TSOs of follow-up questions or issues, and introduce the client satisfaction surveys when training is completed.
For existing clients, conduct refresher training or new user training, notify TM Service or requesting TSO when training is completed and provide feedback as appropriate.
IMPLEMENTATION (20%)
When not training clients, autonomously onboard standard treasury management products, including but not limited to E-Treasury, Wire Transfer, ACH Origination, Information Reporting, Remote Deposit Capture, Check and ACH Positive Pay.
Ensure best-in-class client experience by conducting gathering calls; validating documentation, obtaining client approval, submitting to Ops for setup, and executing warm downstream handoff to TM Service. Perform required tasks 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.
Upon completion of each implementation project, send a "Transition to Service" email to the client, the Service team and their team that lists the products implemented and the contact information for the Direct Service team.
Understand and adhere to all relevant Policies and Procedures, including TPS Implementation Procedures and the TPS Business Continuity Plan.
Educations, Skills & Experience:
Bachelor's Degree in related field or equivalent experience:
Business management, education, communications, finance, accounting, computer science or related field
Specialized Training (desired but not required):
Certified Treasury Professional (CTP) designation
Project Management (PMP) certification
Teaching certification
Lean Six Sigma Green or Black Belt
ABA certification
Job Skills/Knowledge (at least TWO are required):
Experience in teaching, training or presenting complex material
Experience in selling, servicing or implementing bank TM products and services
Experience in corporate treasury
Experience in project management
Demonstrated proficiency in communication and presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Outlook
The estimated salary range for this position is $85,000 USD to $100,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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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.
