Director, Treasury Management Implementation
Webster Bank

Job Info

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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:

• As backup to Managing Director, assign and prioritize implementation requests through appropriate channels (Salesforce) and handle client problem escalations by engaging the appropriate parties (client, IT, Operations, Product, etc.).
• Provide technical sales support and consultation related to complex or technically challenging implementations and conduct product demonstrations.
• Create written product implementation procedures and/or job aids.
• Provide internal training related to complex treasury products; share information related to new products, systems upgrades, and modifications to existing products or systems.
• Communicate changes to relevant Policies and Procedures and the TPS Business Continuity Plan.
• Participate in special projects, including client change requests, integration-related UAT testing, product migrations, process improvements, and other non-revenue-generating activities.
• Implement technical or complex TM services including data exchange, custom file creation, integrated payables, ERP changes, retail lockbox, payment-link, e-lockbox, banking without borders (BOM), multi-bank reporting, auto-borrow and any esoteric services.
• Establish detailed onboarding plans for clients with complex projects; manage client and internal business partner expectations throughout the process.
• Work with clients to obtain additional information, forms, files, and quality control all documents prior to set-up.
• Create client files and maintain accurate records, file correspondence on the Cash Management shared drive; upload correspondence and executed documents (Service Confirms) to Salesforce.
• Establish client data transmissions and work with downstream/upstream third-party providers; evaluate and test client files; review results with clients and involve Operations or Product partners as needed.
• Record progress of each implementation by providing regular updates to Salesforce and 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.
• Follow-up with client after implementation to ensure client satisfaction; follow prescribed protocol for the client's "Transition to Service" and ongoing support.

Education, Skills & Experience

Education:

• HS Diploma or GED - required
• Bachelor's - preferred (no specific area of study/degree)
• Specialized Training (desired but not required):
  • Lean Six Sigma Yellow/Green/Black Belt certification
  • Project Management Professional (PMP) certification
  • Certified Treasury Professional (CTP) designation

Job Skills/Knowledge:

• Excellent verbal and written presentation skills
• Experience presenting to internal and external customers
• Extensive knowledge of technical aspects of treasury management products and services
• Experience working in operational support units, project management, or training
• Expertise with SalesForce and MS Excel, Word, Project, PowerPoint, and Outlook

The estimated salary range for this position is $110,000 USD to $130,000 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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