Current jobs related to Senior Treasury Management Implementation Analyst - Boston - Webster Bank

  • Senior Treasury Analyst

    2 weeks ago

    Boston, United States Harbourvest Full time

    Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...

  • Senior Treasury Analyst

    2 weeks ago

    Boston, United States Harbourvest Full time

    Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...

  • Senior Treasury Analyst

    3 weeks ago

    Boston, United States Harbourvest Full time

    Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...

  • Senior Fund Treasury

    2 months ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Treasury Analyst

    1 month ago

    Boston, United States Hercules Capital Full time

    The Treasury Analyst will play a key role in day-to-day payment and liquidity management for the venture lender and assist the Treasury Manager with all structured and unstructured debt reporting, as well as ad-hoc Treasury responsibilities. In this role, the analyst will be required to analyze and interpret financial data, prepare treasury reports and...

  • Senior Fund Treasury

    4 weeks ago

    Boston, Massachusetts, United States Wellington Management Full time

    About the RoleWellington Management, a leading investment management firm, is seeking a highly skilled Senior Fund Treasury & Custody Specialist to join our team. As a key member of our InvesTech Fund Treasury & Custody Team, you will play a critical role in advising portfolio management on optimizing financing costs, working with counterparties to maximize...

  • Financial Analyst, Treasury

    3 weeks ago

    Boston, United States Diversified Full time

    At Diversified, we don't just follow tech trends - we set them by leveraging the best in technology and ongoing advisory services to transform businesses. Our comprehensive suite of solutions is engineered to help our clients build connections that make a difference – whether by inspiring viewers, engaging associates, motivating audiences, or streamlining...

  • Treasury Sales Associate I

    4 weeks ago

    Boston, New York, United States Bank of America Full time

    Job Overview:At Bank of America, our mission is to enhance financial well-being through every connection we foster. We are committed to Responsible Growth, which shapes our operations and ensures we deliver exceptional service to our clients, teammates, communities, and shareholders daily.Being a great workplace for our global teammates is fundamental to...

  • Director, Treasury Risk

    1 month ago

    Boston, United States BNY Mellon Full time

    Director, Treasury Risk At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our...

  • Director, Treasury Risk

    4 weeks ago

    Boston, United States BNY Mellon Full time

    Director, Treasury Risk At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our...

  • Director, Treasury Risk

    4 weeks ago

    Boston, United States BNY Mellon Full time

    Director, Treasury Risk At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our...

  • SVB - Global Treasury Implementation Consultant

    4 weeks ago

    Boston, Massachusetts, United States First Citizens Bank Full time

    Overview:This position is available as a remote opportunity across various locations in the United States. The Global Product division is dedicated to the innovation, delivery, and support of digital banking, payment solutions, credit offerings, trade finance, liquidity management, and other treasury services tailored for First Citizens Bank's clientele....

  • Treasury, Managing Director

    2 months ago

    Boston, United States State Street Corporation Full time

    The Head of Balance Sheet Management (BSM) will report directly to the Global Head of Capital, ALM and Balance Sheet Management, and is a key role in State Street's Treasury organization. The Head of BSM will be principally responsible for driving strategic initiatives within the Global Treasury organization, including but not limited to: allocation of...

  • Recovery and Resolution Senior Analyst

    1 month ago

    Boston, United States Santander Full time

    Recovery and Resolution Senior Analyst - Capital Management Country: United States of America The Senior Analyst supports the day-to-day operations in (Capital Planning and Recovery & Resolution). The incumbent provides senior analysis in support of operations. Formulates and updates policies and guidelines on the planning and management of the company's...

  • Vice President, Liquidity Risk Oversight

    1 month ago

    Boston, United States BNY Mellon Full time

    Description: The Treasury department is responsible for the management of BNY Mellon’s $412 billion balance sheet. It assumes a variety of risks in its activities to generate net interest income, largely through the monetization of the firm’s deposit base through its investment portfolio of fixed income securities. Additionally, the Treasury drives the...

  • Vice President, Liquidity Risk Oversight

    4 weeks ago

    Boston, United States BNY Mellon Full time

    Description: The Treasury department is responsible for the management of BNY Mellon's $412 billion balance sheet. It assumes a variety of risks in its activities to generate net interest income, largely through the monetization of the firm's deposit base through its investment portfolio of fixed income securities. Additionally, the Treasury drives the...

  • Vice President, Liquidity Risk Oversight

    4 weeks ago

    Boston, United States BNY Mellon Full time

    Description: The Treasury department is responsible for the management of BNY Mellon's $412 billion balance sheet. It assumes a variety of risks in its activities to generate net interest income, largely through the monetization of the firm's deposit base through its investment portfolio of fixed income securities. Additionally, the Treasury drives the...

  • Implementation Manager

    3 weeks ago

    Boston, Massachusetts, United States Workable Full time

    Job DescriptionOverviewWorkable is a leading provider of comprehensive HR solutions, serving over 31,000 growing businesses and HR teams. We are seeking an experienced Senior Implementation Manager to join our team and play a key role in delivering exceptional customer experiences.Key ResponsibilitiesManage the onboarding process for new customers, ensuring...

  • Senior Implementation Manager

    3 weeks ago

    Boston, United States Workable Full time

    Job DescriptionJob DescriptionFor over 31,000 growing businesses and HR teams seeking a comprehensive, all-in-one HR suite, Workable emerges as the premier solution. We uniquely combine the world’s most widely adopted Applicant Tracking System (Workable Recruiting) with a full-spectrum employee management system (Workable HR). At Workable, we empower...

  • Senior Equity Research Analyst

    2 months ago

    Boston, United States Aristotle Capital Management Full time

    With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a family of employee‐owned investment management firms that collectively manage equity and fixed income strategies.Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.The company’s...

Senior Treasury Management Implementation Analyst

4 months ago

Boston, United States Webster Bank 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 The Senior Treasury Management Implement Analyst will implement standard treasury management products for new commercial clients or for existing clients with new services. 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. Ensure required tasks are completed accurately, on time and to clients’ satisfaction. Record progress of implementations by providing regular updates to Salesforce cases; notify sales teams of obstacles or client objections; collaborate with internal partners to resolve any issues during the implementation process. Understand and adhere to Bank and TM Implementation-specific policies and procedures; create client files and maintain accurate records; upload correspondence and executed documents to Salesforce and shared drive.

Position will be based in Southington, CT, Boston, MA, or White Plains, NY Learn Webster’s FSC Salesforce system in order to retrieve implementation cases and associated Intake forms and approvals for each case. Learn how to open FSC cases for Operations and to track the progress of implementations by entering regular case updates in FSC. 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. Establish basic onboarding plans for clients; manage client and internal business partner expectations throughout the process; train clients once services are set up. 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. Distribute and/or obtain from clients the information, forms and files required to implement services. QC documents and test files prior to set-up and ensure all activities are completed accurately, on time and to clients’ satisfaction. Create client files on the TM Implementations shared drive and save all relevant documentation including correspondence, attachments (approvals) and executed documents (TM Service Confirms). Notify sales teams of obstacles or client objections; collaborate with internal partners to resolve any workflow, payments, transactions or other operational questions/issues posed by clients during the implementation process. Understand and adhere to all relevant Policies and Procedures, including TPS Implementation Procedures and the TPS Business Continuity Plan. Upon completion of each project, send a "Transition to Service" email to the client, the Service Team and their Sales team that lists the products implemented and the contact information for the Direct Service team. Education: HS Diploma or GED required Bachelor’s Degree preferred (no specific area of study/degree) Specialized Training (desired but not required):

Lean Six Sigma Yellow Belt certification

Job Skills/Knowledge: Basic understanding of banking, cash management or treasury management products and services Excellent verbal and written communication skills; professional/courteous style of communication Experience communicating with or presenting to internal and external clients Experience working in operational support units, project management, or training Expertise with MS Excel, Word, Project, PowerPoint, and Outlook The estimated salary range for this position is $80,000 USD to $90,000 USD. 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.

#LI-EM1

#LI-HYBRID

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