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Senior Treasury Management Implementation Analyst
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- Ensure best-in-class client experience by conducting gathering calls; QCing documentation, obtaining client approval, submitting to Ops for setup, conducting client training, and executing warm downstream handoff to TM Service.
- Learn how to accurately complete a TM Service Confirmation or vendor-specific setup form for each product and service; obtain client approval via DocuSign for all setups.
- Gain proficiency in Webster Bank’s standard Treasury Management products and services in order to autonomously onboard clients.
- Standard products include ACH origination, Account Reconciliation, Agent Deposit Reporting, Bill Pay, Brinks Cash Services, CINC/TOPS, Controlled Disbursement, Remote Deposit Capture, E-Treasury online banking, Insured Cash Sweep, Check and ACH Positive Pay, Mobile Deposit, Wire, and Zero Balance Accounts.
- With assistance from senior members of the team and/or Product partners, gain basic understanding of our technical and complex services including Bank Check Xpress, Banking Without Borders, FTP and other file transmissions, Image Cash Letter, Integrated Payables, Lockbox (Retail, Wholesale, Wholetail), Multi-Bank Data Xchange, Payment Consolidators (VANCO and FIS) Payment-Link, SWIFT, Virtual Account Manager, and other esoteric services.
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