Treasury Sales Support Administrator

Job Title

Provides comprehensive operational and client support to Treasury Management team.

Principal Responsibilities:

• Supports end-to-end Treasury client onboarding and servicing, coordinating account and service setups, preparing documentation, and conducting client training on digital tools to ensure a consistent, high-quality, client-focused experience.
• Serves as a primary contact for Treasury clients, addressing inquiries, facilitating account updates, resolving transactional issues, and collaborating with Treasury Sales, Operations, and Branch teams to deliver timely, accurate, and customized solutions.
• Executes Treasury Management setups and implementations, including account analysis and digital banking services, performing file testing, validation, and system configuration to ensure accuracy and operational integrity.
• Monitors operational workflows and exception activity related to new services, maintenance, and client requests, while assisting with proposals, projects, and process improvement initiatives.
• Performs compliance and risk monitoring, including OFAC, ACH, and wire checks; monitoring RDC and ACH limits; completing annual reviews; and escalating potential issues to management as appropriate.
• Supports performance tracking and reporting by maintaining operational documentation and assisting management with monthly reports on key sales, service, and client experience metrics.
• Contributes to individual and team development by participating in training and cross-training initiatives and fostering a culture of accountability, continuous improvement, and client service excellence.

Required Skills:

Strong organizational and communication skills. Ability to manage workflow, multiple projects and daily tasks; effectively prioritizing in a deadline driven environment. Possesses attention to detail, accuracy, and a sense of urgency in execution and follow-up. Skilled in adopting and leveraging technologies to enhance efficiency, communication, and task management. Exercises discretion and maintains confidentiality.

Work Environment and Physical Demands:

Work is generally performed in an office environment, with frequent interruptions. Ability to stay in a stationary position, operate a computer, move inside the workplace and exchange information. Notary Public license. This position is eligible for a hybrid work arrangement in accordance with Webster Five's Remote Work Policy.

Minimum Education:

Associate's Degree in related discipline or equivalent years of experience.

Minimum Prior Experience:

3 years of related business experience in financial services.

Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities.