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Webster

Director, InterSYNC Implementation Support Lead

RemoteUnited States only
Published
Role
Product
Experience
Senior
Employment
Full-time
Company size
Enterprise
$130k–$140k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Senior implementation lead for interSYNC onboarding at a commercial bank. Requires 8–9 years relevant business and client-facing experience, project management experience, and knowledge of cash management operations. Remote (nationwide US) and must be able to work with bank/broker-dealer operational requirements.

Core skills

Implementation / Onboarding

Required skills

project managementcash managementaccount openingdue diligenceclient trainingdocumentationstakeholder coordination

What you'll do

  • Facilitate client contract execution - coordinate effort between business / legal / client.
  • Submit new relationship requirements through approval protocols.
  • Complete account opening documentation / due diligence required for new account establishment.
  • Liaison between Bank and Broker Dealer to ensure accurate and timely completion of account opening.
  • Open client depository accounts within interSYNC system, including account titling, rate and balance inputs, and reporting setup.
  • Partner with interSYNC technology to ensure client is set up as per operational requirements.
  • Coordinate files between client / interSYNC / Webster Bank / other external parties where needed.
  • Lead efforts in establishing E-Treasury account across Webster verticals.
  • Confirm SLA deadlines and ensure completion within agreed upon timeframe.
  • Train client in system functionality, including timing, reporting, and maintenance processes.
  • Perform successful handoff to Operations and Relationship Management team after account has been opened.
  • Maintain accurate and complete documentation for business requirements, operating procedures and implementation artifacts for audit.

What they require

  • Bachelor’s Degree in Arts/Sciences (BA/BS) required
  • 8-9 years Years of business experience and product knowledge required
  • 8-9 years Years of relatable client facing experience required
  • Experience in project management.
  • Understanding of cash management space including operational best practices
  • Exceptional organizational and record keeping skills.
  • Strong written and verbal communication skills.
  • Ability to multitask in fast-paced environment.
  • Exceptional problem-solving skills with a strong sense of ownership
  • Confident at working independently, with ability to self-start with minimal supervision.

Benefits

  • Eligible for incentive compensation
  • Robust development opportunities
  • Meaningful work

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.

🇺🇸 United StatesBankingEnterprise
$130k–$140k/yr