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Mgr Commercial Card Sales Support

Mgr Commercial Card Sales Support

Webster BankWhite Plains, NY, US
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Commercial Card Support Specialist

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!

Responsibilities :

  • Serve as a liaison between Customer, Card Sales Officers (CCSO), Treasury Management Officers (TMC), Relationship Managers (RM), Card Service Team, Card Services Provider, Telephone Banking Center, etc., to ensure accurate implementation and maintenance of Commercial Card programs and customer service.
  • Monitor and track implementation to avoid stalled or inactive implementations.
  • Prepare and review Commercial Card legal agreements.
  • Under CCSO guidance prepare, distribute, and collect customer legal agreements and clients' signatures. Agreements including, but not limited to : legal agreements, set-up forms, pricing model, card questionnaire, management approvals, maintenance requests, reporting and logging relevant information, etc.
  • Manage credit approval process and credit policy exceptions.
  • Act as first level of escalation to work and resolve Commercial Card implementation / setup problems and customer service requests promptly. Obtain a solid understanding of the commercial card credit product, programs, policies and procedures, approval policies, and audit policies, as well as other various bank policies.
  • Utilize various banking systems which support the card programs such as : TSYS, FISERV, ActivePay, SalesForce, etc..
  • Interact daily with all operational & support areas of the bank in order to analyze, research, and correct the operational and accounting problems of the customer's card program.
  • Responsibilities include fraud / risk controls, special projects, customer service, implementation support, and training.
  • Manage situations requiring complex research and follow up as well as the handling of sensitive customer situations and escalations.
  • Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
  • May provide work leadership and training to customer service / support group within the assigned area.
  • May accompany RM, TMC or CCSO on customer calls.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.
  • Identify risk-related issues needing escalation to management.
  • Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.
  • Maintain Bank internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Educations, Skills & Experience :

  • Bachelor's Degree required
  • 3+ Years of Treasury management or Commercial banking experience required
  • Experience managing complex relationships with multiple contacts, including senior engagement required
  • Credit card industry knowledge or experience.
  • Knowledge or previous experience with TSYS, FISERV, ActivePay, Salesforce, Signature, etc.
  • Demonstrated ability to interact effectively with all levels of personnel.
  • Self-motivated, detail-oriented, and strong problem-solving skills.
  • Ability to work well under pressure and handle multiple tasks in a fast-paced environment with little supervision.
  • 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.

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    Commercial Sales Support • White Plains, NY, US

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