Job Description

Date Active

Sep 9, 2023 8:49:21 AM

Requisition #

23-1678

Hours Per Week

40

Location

Remote - Nationwide

City

Remote

State

Job Description/ Requirements

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!

 

POSITION SUMMARY

 

As a Senior Client Associate you will serve as the day-to-day liaison with clients, enhancing the quality of service provided and strengthening our client relationship, as well as service a portfolio of relationships while performing various banking transactions to meet our client needs and support business plans that are consistent with the financial and market development goals of Webster Bank.

Ensure compliance with regulatory requirements and with the bank’s policies and procedures. Embrace and deliver Webster’s brand values and core competencies in everyday interaction.  Exhibit ethical behavior and integrity in everyday business conduct.

 

 

 

JOB RESPONSIBILITIES

 

 

  • Recognizes and acts upon opportunities to build relationships by anticipating client’s needs, providing services to meet those needs, helping clients connect with other business partners, offering information and sharing resources. Maintains confidentiality of all client information.
  • Works collaboratively with peers and across business lines in supporting the team and bank’s initiative in developing and improving processes, procedures and business solutions that add value and enhance the overall client experience.
  • Adheres to operational controls, including legal, department and regulatory procedures to ensure the safety and security of client and bank assets. Support sales and service activities of the team and refers opportunities to business partners where appropriate.
  • Challenges established ways of doing things by sharing resourceful ideas and solutions. Keeps abreast of policies, practices, trends, fraud alerts and information affecting the business and organization. Maintains the operational integrity of the office, including control of assets, negotiable instruments and fulfilling monthly/Quarterly Yearly reports as required. Adheres to established service level agreements with various departments.
  • Contributes to a positive, ethical, and respectful working environment and communicates openly with others. Models Webster Bank’s brand values and brand character both internally and externally.
  • Assist with the reviewing and approving of Wire transfers within respected approval authority
  • Serve as Coach/Mentor to Junior CA’s to ensure knowledge of Systems, Policy & Procedure and help build skills and best practices.
  • Ensure compliance with all regulations, policies, and procedures.

 

 

EXPERIENCE

 

  • A Senior Client Associate should have at least 8 to 10 years’ experience in performing all described functions with greater wisdom while providing guidance and training to junior Client Associates.
  • Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required.  Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration.
  • Knowledge of business practices, bank products and services, business banking policies and procedures.
  • Knowledge of appropriate legislation pertaining to deposits and loans.
  • Exceptional multi-tasking skills, effective time management, organizational and prioritization skills as well as strong verbal and written communication skills.
  • Experience with Microsoft Office is required.
  • Strong understanding of basic accounting principles.

 

Please use the following language for the postings:  The estimated salary range for this position is $30.00 HR to $35.00 HR. 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.

 

#LI-EM1

#LI-REMOTE

#ZR

Equal Opportunities

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.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

Apply Online