Senior Associate. Client Service Associate (CSA)

Webster Bank • New York, NY • 1h ago

1 Anywhere St, New York, New York, 10001, USA 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! Job Description Summary The Client Service Associate (CSA) serves as the primary coordinator between clients, Relationship Managers, and internal business partners to ensure a seamless client experience. This role is responsible for managing client service requests, maintaining strong client relationships, and supporting a portfolio of commercial banking clients through the execution and coordination of a wide range of account servicing and operational activities. Key Responsibilities for the Role Build and maintain strong client relationships in partnership with Relationship Managers. Serve as a key point of contact for client inquiries and service requests. Provide clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms. Process overdraft decisions and provide basic online banking support. Review specialized reporting and assist with relationship grouping activities. Support account analysis maintenance, account opening, and new client onboarding activities. Coordinate client requests related to money movement, including manual wires, transfers, drawdowns, and repetitive wire transactions. Facilitate fee reversals, interest adjustments, limit increases (ACH, wire, and remote deposit), and rate variance requests. Assist with fraud reporting and case management, escrow subaccount maintenance, and the resolution of unposted check and ACH payments. Ensure all activities are completed in accordance with bank policies, procedures, and regulatory requirements. Key Skills and Experience Minimum of 3 years of experience in banking, financial services, or a related financial industry role. High School Diploma or GED required; Associate's or Bachelor's degree preferred. Knowledge of banking products, services, operations, policies, procedures, and applicable financial industry regulations. Proficiency with Microsoft Office applications; Salesforce experience preferred. Strong client service, relationship management, and interpersonal skills. Excellent verbal and written communication abilities. Demonstrated ability to manage multiple priorities in a fast-paced environment. Strong organizational, time management, problem-solving, and prioritization skills. Ability to work collaboratively with clients, Relationship Managers, and cross-functional partners to deliver exceptional service. This is a remote role based in the New York City Metro areas. The estimated hourly pay range for this position is $35.00 USD to $40.00USD. Actual pay range 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-RK1 Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmlj

Similar Jobs

HR Generalist

System One • White Plains, NY • 45min ago

Management & Administrative

Job Title: HR Generalist Location: White Plains, NY Type: Direct Hire Compensation: $60,000.00-$65,000.00/yr Work Model: Onsite Hours: Monday-Friday 8:00 AM to 4:30 PM EST Overview We are seeking an experienced HR Genera...

45min ago

Go to Apply

Business Development ( Business Consultant / B2B Sales Representative )

System One • Newark, NJ • 1h ago

Management & Administrative

For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectatio...

1h ago

Go to Apply

Relationship Manager III Commercial Real Estate

City National Bank • New York, NY • 1h ago

Management & Administrative

RELATIONSHIP MANAGER III COMMERCIAL REAL ESTATE WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may...

1h ago

Go to Apply

Disputes & Valuations Senior Vice President

AlixPartners • New York, NY • 2h ago

Management & Administrative

At AlixPartners, we solve the most complex and critical challenges by moving quickly from analysis to action when it really matters; creating value that has a lasting impact on companies, their people, and the communitie...

2h ago

Go to Apply

Disputes & Valuations Vice President

AlixPartners • New York, NY • 2h ago

Management & Administrative

2h ago

Go to Apply

Customer Service Associate

Walgreens • Ramsey, NJ • 3h ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

3h ago

Go to Apply

Small & Medium Business Account Executive, Employee Service

Salesforce.com • New York, NY • 3h ago

Management & Administrative

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategorySales Job Details About SalesforceSalesforce is the #1 AI CR...

3h ago

Go to Apply

Meat Clerk Part Time

BJs Wholesale Club • New York, New York • 3h ago

Management & Administrative

A World-Class Team BJ's Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on...

3h ago

Go to Apply

Asset & Wealth Management, Marketing: Head of Equity Marketing, Vice President

Goldman Sachs & Company • New York, NY • 3h ago

Management & Administrative

Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world'...

3h ago

Go to Apply

Small & Medium Business Account Executive, Employee Service

Salesforce.com • New York, NY • 3h ago

Management & Administrative

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)