Onboarding Manager

Job not on LinkedIn

🔥 1 minute ago

🗽 New York – Remote

🗽 New York – Remote

💵 $95k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Webster Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Webster Bank is a financial services company that offers a wide range of banking solutions for individuals, small business owners, and commercial entities. It provides personal and business checking and savings accounts, loans, mortgages, and investment services, as well as wealth management and retirement planning. Webster Bank emphasizes digital convenience through mobile and online banking platforms while also providing personalized assistance from dedicated relationship managers. The bank is committed to serving diverse industries and communities, with specialized offerings in areas like healthcare, manufacturing, and government banking. Webster Bank is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance, ensuring security and trust are maintained at all times.

📋 Description

• Act as the primary liaison for new client relationships, providing guidance and support from initiation to completion of onboarding. • Set and communicate clear timing, funding, and process expectations with clients and stakeholders. • Lead all communication with internal and external stakeholders to ensure alignment and transparency throughout the onboarding process. • Collaborate with cross-functional teams to address client needs, resolve issues, and ensure deliverables are met. • Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders. • Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.

🎯 Requirements

• 3-4 years proven experience in client onboarding, project management, or account management roles • Bachelor’s degree in business administration, communications, or a related field (or equivalent experience) • Exceptional communication, interpersonal, and organizational skills • Strong problem-solving and conflict-resolution abilities • Ability to manage multiple projects and stakeholders in a fast-paced environment • Proficiency in project management tools and CRM platforms is a plus.

🏖️ Benefits

• Health insurance • Professional development