Client Service Associate 2
Webster Bank

New York, New York


Core Job Responsibilities/Key Activities/Elements:

  • 50% -- Client Transactions and Cash Control
    • Process a variety of client transactions efficiently and accurately, maintaining and balancing a cash drawer and adhering to policies, individual authority levels and procedures.
    • Perform a variety of operational functions in accordance with cash control policies and procedures including but not limited to: ordering and verifying coin and currency shipments; ensuring daily work is captured within assigned timeframes and that it conforms to processing requirements; assisting with end of day work and consolidation; completing and running required daily reports such as cash reports, cash control, etc.
    • Provide support in data and process audits as needed to keep the Financial Center Team in compliance with policies, procedures and state and federal laws.
  • 40% -- Client Service
    • Provide exceptional client service through an eye for detail and focus on solutions. Engage clients in conversation with an understanding of deposit and lending products and services.
    • Respond to client inquiries and concerns by researching and identifying solutions.
    • As needed, act as back-up to Personal Banking Associate by performing basic deposit account openings, basic lending and account maintenance requests.
    • Skillfully identify correct product types through needs-based questioning to build and deepen client relationships. Cross-sell bank products and refer clients to other lines of business within the bank.
    • Maintain accurate records for all safe deposit box transactions and ensure all policies and procedures are followed while removing and returning safe deposit boxes to compartments including examining vault area after client vacated. Ensure client signs visitation slip, verify against signature on file, and only accept original issued key for entry.
    • Confidently drive sales through service and knowledge to achieve personal and team goals.
  • 10% -- Team Accountability
    • Provide mentorship and guidance to the Client Service Associate 1 -- overseeing his/her activities as needed.
    • Respond to complex and varied inquiries and requests from clients. Utilize knowledge of transaction processing as well as applicable internal policies, procedures, systems and regulations to handle escalated situations effectively.
    • As the escalation point for complex requests and issues, establish and maintain effective communication, coordination and working relations with internal and external clients and business partners.
    • May be designated to regularly perform functions associated with FC opening and closing and providing transaction approvals and overrides in alignment with Bank policies and procedures.
  • Ensure compliance with all regulations, policies, and procedures. Observe security policies in accessing, securing and protecting confidential and sensitive client information. Identifying and referring mortgage CRA opportunities when appropriate.


  • Perform other duties or accountabilities as assigned.


  • EXPERIENCE

    # Years of Experience:

    • At least 1 year of cash handling and customer service experience required, 1 year of banking experience strongly preferred.
    • Ability to accurately handle large amounts of cash
    • Basic Microsoft Office skills (Outlook, Excel, Word)
    • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
    Core Job Responsibilities/Key Activities/Elements:

  • 50% -- Client Transactions and Cash Control
    • Process a variety of client transactions efficiently and accurately, maintaining and balancing a cash drawer and adhering to policies, individual authority levels and procedures.
    • Perform a variety of operational functions in accordance with cash control policies and procedures including but not limited to: ordering and verifying coin and currency shipments; ensuring daily work is captured within assigned timeframes and that it conforms to processing requirements; assisting with end of day work and consolidation; completing and running required daily reports such as cash reports, cash control, etc.
    • Provide support in data and process audits as needed to keep the Financial Center Team in compliance with policies, procedures and state and federal laws.
  • 40% -- Client Service
    • Provide exceptional client service through an eye for detail and focus on solutions. Engage clients in conversation with an understanding of deposit and lending products and services.
    • Respond to client inquiries and concerns by researching and identifying solutions.
    • As needed, act as back-up to Personal Banking Associate by performing basic deposit account openings, basic lending and account maintenance requests.
    • Skillfully identify correct product types through needs-based questioning to build and deepen client relationships. Cross-sell bank products and refer clients to other lines of business within the bank.
    • Maintain accurate records for all safe deposit box transactions and ensure all policies and procedures are followed while removing and returning safe deposit boxes to compartments including examining vault area after client vacated. Ensure client signs visitation slip, verify against signature on file, and only accept original issued key for entry.
    • Confidently drive sales through service and knowledge to achieve personal and team goals.
  • 10% -- Team Accountability
    • Provide mentorship and guidance to the Client Service Associate 1 -- overseeing his/her activities as needed.
    • Respond to complex and varied inquiries and requests from clients. Utilize knowledge of transaction processing as well as applicable internal policies, procedures, systems and regulations to handle escalated situations effectively.
    • As the escalation point for complex requests and issues, establish and maintain effective communication, coordination and working relations with internal and external clients and business partners.
    • May be designated to regularly perform functions associated with FC opening and closing and providing transaction approvals and overrides in alignment with Bank policies and procedures.
  • Ensure compliance with all regulations, policies, and procedures. Observe security policies in accessing, securing and protecting confidential and sensitive client information. Identifying and referring mortgage CRA opportunities when appropriate.


  • Perform other duties or accountabilities as assigned.


  • EXPERIENCE

    # Years of Experience:

    • At least 1 year of cash handling and customer service experience required, 1 year of banking experience strongly preferred.
    • Ability to accurately handle large amounts of cash
    • Basic Microsoft Office skills (Outlook, Excel, Word)
    • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
    Core Job Responsibilities/Key Activities/Elements:

  • 50% -- Client Transactions and Cash Control
    • Process a variety of client transactions efficiently and accurately, maintaining and balancing a cash drawer and adhering to policies, individual authority levels and procedures.
    • Perform a variety of operational functions in accordance with cash control policies and procedures including but not limited to: ordering and verifying coin and currency shipments; ensuring daily work is captured within assigned timeframes and that it conforms to processing requirements; assisting with end of day work and consolidation; completing and running required daily reports such as cash reports, cash control, etc.
    • Provide support in data and process audits as needed to keep the Financial Center Team in compliance with policies, procedures and state and federal laws.
  • 40% -- Client Service
    • Provide exceptional client service through an eye for detail and focus on solutions. Engage clients in conversation with an understanding of deposit and lending products and services.
    • Respond to client inquiries and concerns by researching and identifying solutions.
    • As needed, act as back-up to Personal Banking Associate by performing basic deposit account openings, basic lending and account maintenance requests.
    • Skillfully identify correct product types through needs-based questioning to build and deepen client relationships. Cross-sell bank products and refer clients to other lines of business within the bank.
    • Maintain accurate records for all safe deposit box transactions and ensure all policies and procedures are followed while removing and returning safe deposit boxes to compartments including examining vault area after client vacated. Ensure client signs visitation slip, verify against signature on file, and only accept original issued key for entry.
    • Confidently drive sales through service and knowledge to achieve personal and team goals.
  • 10% -- Team Accountability
    • Provide mentorship and guidance to the Client Service Associate 1 -- overseeing his/her activities as needed.
    • Respond to complex and varied inquiries and requests from clients. Utilize knowledge of transaction processing as well as applicable internal policies, procedures, systems and regulations to handle escalated situations effectively.
    • As the escalation point for complex requests and issues, establish and maintain effective communication, coordination and working relations with internal and external clients and business partners.
    • May be designated to regularly perform functions associated with FC opening and closing and providing transaction approvals and overrides in alignment with Bank policies and procedures.
  • Ensure compliance with all regulations, policies, and procedures. Observe security policies in accessing, securing and protecting confidential and sensitive client information. Identifying and referring mortgage CRA opportunities when appropriate.


  • Perform other duties or accountabilities as assigned.


  • EXPERIENCE

    # Years of Experience:

    • At least 1 year of cash handling and customer service experience required, 1 year of banking experience strongly preferred.
    • Ability to accurately handle large amounts of cash
    • Basic Microsoft Office skills (Outlook, Excel, Word)
    • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
    #ZR

    LI-SO1



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