Senior Associate, Client Service Associate (CSA)

websteronline; United States; On-site; USD 114,616,000 - 131,809,000; Full time

Job summary

Webster Financial Corporation is seeking a Customer Service Associate to act as the client service lead, managing client interactions and coordinating with internal partners to ensure a smooth client experience. You will service a portfolio of relationships under guidance from relationship managers.

The role requires knowledge of banking products, strong communication, and multi-tasking. With 3+ years in financial services and a HS diploma or higher, you may fit in.

Qualifications

• Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred, yet a High School diploma or GED is required.
• Knowledge of appropriate legislation pertaining to Financial Industry is required.
• Knowledge of business practices, bank products and services, bank policies, and procedures is required.
• You should have excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills.
• Experience with Microsoft office is required. Salesforce experience is preferred.
• Exceptional multi-tasking skills, effective time management, organizational and prioritization skills are strongly encouraged.

Responsibilities

• Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms.
• CSAs enter overdraft decisions, provide basic online banking assistance, review specialized reporting, and assist with relationship grouping.
• CSAs assist with facilitating the following tasks: Account analysis maintenance, account opening, coordination with RM to outline accounts/products/services needed for new client onboarding, drawdowns/repetitive wires, fee reversals, fraud reporting/cases, interest adjustments, limit increases (ACH, wire, remote deposit), money movement (manual wires and transfers), rate variance requests, escrow subaccount creation/maintenance, and unposted check/ACH payments.

Skills

Interpersonal skills

Team orientation

Customer service orientation

Verbal communication

Written communication

Salesforce

Microsoft Office

Education

HS Diploma or GED

BA/BS preferred

Tools

Microsoft Office

Job description

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!

What you will do

A CSA acts as the client service lead of relationships and manages interactions and workflow between clients and internal partners to ensure a smooth and efficient client experience.In this role, you will build and maintain relationships with clients in coordination with relationship managers. You will have the opportunity to service a portfolio of relationships by executing and facilitating various requests to meet client needs.

• Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms.
• CSAs enter overdraft decisions, provide basic online banking assistance, review specialized reporting, and assist with relationship grouping.
• CSAs assist with facilitating the following tasks: Account analysis maintenance, account opening, coordination with RM to outline accounts/products/services needed for new client onboarding, drawdowns/repetitive wires, fee reversals, fraud reporting/cases, interest adjustments, limit increases (ACH, wire, remote deposit), money movement (manual wires and transfers), rate variance requests, escrow subaccount creation/maintenance, and unposted check/ACH payments.

Skills and Abilities

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 appropriate legislation pertaining to Financial Industry is required.

Knowledge of business practices, bank products and services, bank policies, and procedures is required.

You should have excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills.

Experience with Microsoft office is required. Salesforce experience is preferred.

Exceptional multi-tasking skills, effective time management, organizational and prioritization skills are strongly encouraged.

Education Qualifications

H.S. Diploma or General Education Degree (GED) required

Bachelor's Degree in Arts/Sciences (BA/BS) preferred

Experience Qualifications

3-4 years For this position, you must have at least 3 years of experience in the financial industry. required

The estimated salary for this position is $40.00 per hour.

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.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.