Senior InterSYNC Implementation & Onboarding Lead

Webster Bank; Stamford (CT); On-site; USD 130,000 - 140,000; Full time

Job summary

Webster Bank in Stamford, CT is seeking an Implementation Support Lead to oversee day-to-day bank and broker-dealer implementations and onboarding across all interSYNC verticals. You will coordinate cross-group efforts to ensure accounts are opened expeditiously and accurately, while maintaining thorough documentation for audits.

The role requires strong project management, cash management knowledge, and exceptional organizational skills, with the ability to multitask in a fast-paced

Qualifications

• Bachelor’s Degree in Arts/Sciences (BA/BS) required.
• 8-9 years of business experience and product knowledge required.
• 8-9 years of relatable client facing experience required.
• Experience in project management.
• Understanding of cash management space including operational best practices
• Exceptional organizational and record keeping skills.
• Strong written and verbal communication skills.
• Ability to multitask in fast-paced environment.
• Exceptional problem-solving skills with a strong sense of ownership
• Confident at working independently, with ability to self-start with minimal supervision.

Responsibilities

• Facilitate client contract execution - coordinate effort between business / legal / client.
• Submit new relationship requirements through approval protocols.
• Complete account opening documentation / due diligence required for new account establishment.
• Liaison between Bank and Broker Dealer to ensure accurate and timely completion of account opening.
• Open client depository accounts within interSYNC system. This includes account titling, rate and balance inputs, and reporting setup.
• Partner with interSYNC technology to ensure client is set up as per operational requirements.
• Coordinate files between client / interSYNC / Webster Bank / other external parties where needed.
• Lead efforts in establishing E-Treasury account across Webster verticals. Confirm SLA deadlines and ensure completion within agreed upon timeframe.
• Train client in system functionality, including timing, reporting, and maintenance processes.
• Perform successful handoff to Operations and Relationship Management team after account has been opened.
• Maintain accurate and complete documentation for business requirements, operating procedures and implementation artifacts for audit.

Job description

Webster Bank in Stamford, CT is seeking an Implementation Support Lead to oversee day-to-day bank and broker-dealer implementations and onboarding across all interSYNC verticals. You will coordinate cross-group efforts to ensure accounts are opened expeditiously and accurately, while maintaining thorough documentation for audits.

The role requires strong project management, cash management knowledge, and exceptional organizational skills, with the ability to multitask in a fast-paced