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Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners.
Onboarding Manager
Location
New York
Posted
7 days ago
Salary
$95K - $115K / year
Seniority
Senior
Job Description
Onboarding Manager
Webster Bank
• Act as the primary liaison for new client relationships, providing guidance and support from initiation to completion of onboarding. • Set and communicate clear timing, funding, and process expectations with clients and stakeholders. • Lead all communication with internal and external stakeholders to ensure alignment and transparency throughout the onboarding process. • Collaborate with cross-functional teams to address client needs, resolve issues, and ensure deliverables are met. • Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders. • Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.
Job Requirements
- 3-4 years proven experience in client onboarding, project management, or account management roles
- Bachelor’s degree in business administration, communications, or a related field (or equivalent experience)
- Exceptional communication, interpersonal, and organizational skills
- Strong problem-solving and conflict-resolution abilities
- Ability to manage multiple projects and stakeholders in a fast-paced environment
- Proficiency in project management tools and CRM platforms is a plus.
Benefits
- Health insurance
- Professional development
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