Treasury Management Implementation Specialist

Description

Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients.

We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at

The Private Client Group Support Associate supports Private Client Teams in managing and growing existing customer relationships by offering world class support to our growing PCG client base with urgency, empathy, and a deep understanding of our products and services. The individual is responsible for actively supporting the day-to-day client relationships and communicating the details of such support to the organization via the bank's client relationship management platform CRM).

This role offers exposure to relationship management and serves as a potential steppingstone toward advisory, product, or service leadership roles within the bank.

• Support the delivery and servicing of cash management products such as ACH Origination, Wires, Remote Deposit and zero balance accounts.
• Conduct annual reviews of treasury services and recommend funding limits to ensure compliance.

• Coordinate and prepare onboarding documentation for new clients, ensuring accuracy for business online banking and Treasury Management products.
• Manage digital onboarding workflows for new PCG clients.
• Maintain CRM records (i.e., HUBSPOT) to reflect client interactions and service impact.
• Deliver client training and product walkthroughs to ensure clients understand and can utilize the provided services effectively.

• Serve as the primary point of contact for private client inquiries across digital banking, card services and transactions.
• Provide ongoing phone support, research and resolve product or account issues and troubleshoot technical problems impacting clients.
• Communicate clearly and empathically to resolve issues and maintain client satisfaction.

• 3-5 years of commercial banking or client service experience and 2+ years of Treasury Management Implementation experience.
• Strong interpersonal skills and a collaborative mindset.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with Hub Spot is a plus.
• Exceptional attention to detail and organizational skills.
• Ability to thrive under pressure and meet tight deadlines.
• Excellent written and verbal communication.
• Adheres to all applicable Policies and Procedures
• Bachelor's degree preferred

Job Classification: Full-Time, Non-Exempt

Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws.

Bankwell’s Human Resources representative will assist with accommodations if requested. All employees are responsible for complying with banking regulations applicable to Bankwell, including BSA, OFAC sanctions, and consumer protection regulations. Employees must complete compliance training and follow appropriate policies, with non‑compliance subject to review and potential termination.