Treasury Sales Support Administrator

Position Summary

Provides comprehensive operational and client support to Treasury Management team. Coordinates end-to-end client onboarding and servicing, including account setup, documentation, and digital tool training, ensuring a seamless and client‑focused experience. Manages Treasury Management implementations, monitors transactions and exception activity, and performs compliance checks to maintain accuracy and regulatory adherence. Contributes to reporting, process improvement, and team development initiatives, supporting operational efficiency, accountability, and a high standard of client service.

• 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.

• 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 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.

Associate’s Degree in related discipline or equivalent years of 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.