Senior Client Support Associate, CRE

2 months ago

Jericho, United States CFA Institute Full time

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

In this position you will build and maintain exceptional relationships with our clients in coordination with team leadership. You will have the opportunity to service a portfolio of relationships by performing various banking transactions to meet client needs and support business plans that are consistent with the financial and market development goals of SNB, as well as provide administrative and operational support to the entire team.

Responsibilities: * Administer activities related to bank transactions, account openings and documentation in APEX, system; perform account maintenance, cash management, SWEEP, account analysis, account reconciliation, loan payments, requests for advances on lines of credit along with other deposit and loan specialty functions * Support team throughout all phases of client management relationship process by acting as a liaison between the client and various departments within and outside bank; partner with specialists to ensure clients gain access to experts who can assist with their specialized financial needs. * Perform a variety of administrative functions for team that require knowledge of bank operations, procedures and lending routines * Utilize research and problem solving skills to identify, analyze and resolve client issues promptly; maintain system to track responses to inquiries and ensure follow-up action is completed * Convert service transactions into sales opportunities by assisting Managing Directors in ongoing monitoring and maintenance of client loan portfolio. * Collect documents required for business deals: create and maintain client/credit files in accordance with compliance standards and compose letters/memos to clients. * Ensure compliance with all regulations, policies, and procedures.

Education, Sills & Experience: * For this position, you must have at least 3 years of experience in the Financial Industry.

* 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. * Knowledge of business practices, bank products and services, bank policies and procedures. * Excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills. * Experience with Microsoft office is required. * Exceptional multi-tasking skills, effective time management, organizational and prioritization skills.

The estimated salary range for this position is $35.00 to $40.00 USD an 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.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. #J-18808-Ljbffr

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