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Bankwell · 1 day ago

Treasury Management Implementation Specialist

New Canaan,CT,US

Full-time

Onsite

Mid Level

3+ years exp

Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. The Treasury Management Implementation Specialist supports the delivery and servicing of cash management products while managing client relationships and onboarding processes.

BankingFinancial Services

Responsibilities

Support the delivery and servicing of cash management products such as ACH Origination, Wires, Remote Deposit and zero balance accounts

Conduct annual reviews of treasury services and recommend funding limits to ensure compliance

Coordinate and prepare onboarding documentation for new clients, ensuring accuracy for business online banking and Treasury Management products

Manage digital onboarding workflows for new PCG clients

Maintain CRM records (i.e., HUBSPOT) to reflect client interactions and service impact

Deliver client training and product walkthroughs to ensure clients understand and can utilize the provided services effectively

Serve as the primary point of contact for private client inquiries across digital banking, card services and transactions

Provide ongoing phone support, research and resolve product or account issues and troubleshoot technical problems impacting clients

Communicate clearly and empathically to resolve issues and maintain client satisfaction

Qualification

Treasury Management ImplementationCommercial Banking ExperienceMicrosoft Office SuiteClient Relationship ManagementInterpersonal SkillsOrganizational SkillsWritten CommunicationVerbal Communication

Required

3-5 years of commercial banking or client service experience

2+ years of Treasury Management Implementation experience

Strong interpersonal skills and a collaborative mindset

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Exceptional attention to detail and organizational skills

Ability to thrive under pressure and meet tight deadlines

Excellent written and verbal communication

Adheres to all applicable Policies and Procedures

Preferred

Bachelor's degree preferred

Familiarity with HubSpot is a plus

Company

Bankwell

Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and executives, as well as high-net-worth individuals, and the communities we serve.

Founded in 2007

New Canaan, Connecticut, USA

51-200 employees