Job Description
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!
Performs centralized account reviews for Banking Centers and Business Banking Teams. Identifies and prioritizes high risk account types for review completion. Compiles Account Review findings and recommends corrections. Reviews new account bank policies, programs and procedures to ensure compliance and makes recommendations for updates as needed. The Field Operations Analyst works with the Field Operations team to help drive operational standardization, in a cost-effective manner, to foster long-term productivity, efficiency, and quality client service. Will work on various projects and administrative tasks as determined by The Managing Director of Field Operations & Administration.
1. Conducts detailed Account Reviews of Banking Centers & Business Banking Teams.
a. The reviews provide an evaluation of the adequacy of our internal control environment and account opening effectiveness.
b. Conclusions and results are based on appropriate analyses and evaluations and identify criticality of findings. The reviews are to be comprehensive and complete. Findings have been reviewed and are found to be sufficiently supported by documentation and data.
2. Ensures that results and corrections of the Account Reviews are communicated using NARP and/ or written means. Communications are objective, clear, concise, constructive, and timely. They reflect an overall business understanding of account procedures and elicit management action to include objectives, scope, and recommendations.
3. Collaborate with assigned FO Partner to communicate review findings to ensure a consistent and united message. Appraises and tracks the completion of the corrections completed by the Banking Centers and Teams.
4. Prepare and communicate monthly reports to Consumer Banking Leadership Teams and analysts as needed for the BCN Operations Scorecard.
5. Identify critical procedural/process deficiencies in relation to new accounts and recommends updates to account procedures, guides, and training objectives.
6. Works on various projects and collaborates with the Field Operations Team on administrative tasks as determined by The Managing Director of Field Operations & Administration.
7. Attend Regional Meetings to provide coaching and procedure updates as needed.
8. Ensure compliance with all regulations, policies, and procedures.
Key skills/experience qualifications for the role:
1. 3+ years operations experience, including Banking Center experience preferred
2. Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration.
3. Requires a deep knowledge of new account opening and review policies and procedures including specialty and business account types.
4. Strong communication skills
5. Knowledge of banking products and services
6. Effective decision-maker
7. Strong interpersonal and team building skills
8. Results oriented
9. Must be highly organized and able to manage many concurrent projects
The estimated salary range for this position is $58,000 to $65,000. Actual salary 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.
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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