Senior Associate, Client Service Associate

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🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $35 - $40 / hour

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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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

• Build and maintain strong client relationships in partnership with Relationship Managers • Serve as a key point of contact for client inquiries and service requests • Provide clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms • Process overdraft decisions and provide basic online banking support • Review specialized reporting and assist with relationship grouping activities • Support account analysis maintenance, account opening, and new client onboarding activities • Coordinate client requests related to money movement, including manual wires, transfers, drawdowns, and repetitive wire transactions • Facilitate fee reversals, interest adjustments, limit increases (ACH, wire, and remote deposit), and rate variance requests • Assist with fraud reporting and case management, escrow subaccount maintenance, and the resolution of unposted check and ACH payments • Ensure all activities are completed in accordance with bank policies, procedures, and regulatory requirements.

🎯 Requirements

• Minimum of 3 years of experience in banking, financial services, or a related financial industry role • High School Diploma or GED required; Associate’s or Bachelor’s degree preferred • Knowledge of banking products, services, operations, policies, procedures, and applicable financial industry regulations • Proficiency with Microsoft Office applications; Salesforce experience preferred • Strong client service, relationship management, and interpersonal skills • Excellent verbal and written communication abilities • Demonstrated ability to manage multiple priorities in a fast-paced environment • Strong organizational, time management, problem-solving, and prioritization skills.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Incentive compensation