Webster Bank

Financial Planning and Analysis

• Provide world-class customer service to our accountholders through performance of complex Member Services functions including but not limited to processing of ACH origination/receipt; ACH returns/NOC's; NSF, in-clearing, return and forward cash letters; check adjustments; statement processing; research requests; file processing; SOX testing; year-end tax processing; and performing complex reconciliations.
• Additionally, this role includes training, troubleshooting, research and quality control checks.
• Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster/HSA Bank policies and procedures.
• Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence.
• Support continuous improvement efforts and demonstrate self-motivation, flexibility, problem solving and decision-making skills.

Associate, Member Services, Financial Operations

Security Operations

• Identify, investigate, and remediate threats – both internal and external.
• Understand threats, attacks, and malware to develop enterprise detections and protections.
• Perform security control maintenance in the form of detection tuning, control policy updates, and automations.
• Reporting of metrics and summaries of weekly investigations/ ticket tracking is required.
• Leverage by senior level analysts for more complex investigations and duties.

Analyst, Cybersecurity Operations

Implementation Specialist

• Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration.
• Conduct training sessions and provide consultative support throughout the implementation lifecycle.
• Develop and maintain detailed project plans with client sign-off at key milestones.
• Coordinate internal and external stakeholders to ensure timely and accurate execution.
• Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams.
• Facilitate bulk HSA transfers and spending account rollovers as applicable.
• Manage annual renewals for spending account clients.
• Support transitions between partner relationships, ensuring continuity and data integrity.
• Maintain accurate documentation and project tracking across multiple concurrent implementations.
• Provide proactive communication and status updates to employer clients and internal stakeholders.

Director

• Lead credit risk reviews in accordance with CRR policy and procedures
• Primary responsibility for managing all aspects of assigned reviews including planning, fieldwork and recommending appropriate ratings and formal recommendations as needed
• Manage reviews/review team on an independent basis and complete specialized reviews on an individual basis
• Verify work of other reviewers and assure consistency
• Evaluate and assess review results
• Develop, prepare written reports, and report findings to executive management
• Maintain specific areas of subject matter expertise and be responsible for the ongoing training of other department members
• Conduct ongoing/continuous monitoring of assigned portfolios per CRR Policy
• Evaluate effectiveness of management processes in the various portfolios
• Proactively recommend if change to review frequency is warranted
• Regular interaction with business unit leaders, executive management as well as regulators and auditors
• Provide consultative feedback to relationship managers and unit managers relative to credit/loan quality issues arising from reviews
• Assist in the development and training of junior team members
• Capable of being responsible for interim oversight of the Segment Team in the Managing Director’s absence
• Assist with the completion of summary reports for executive management and Risk Committee

Director, Credit Risk Review

Sales

• Build and deploy programs and initiatives enabling customer-facing teams to execute their jobs effectively
• Support sales team by building sales reporting and sharing enablement best practices
• Design and deliver strategic sales training programs
• Analyze sales performance data to improve sales processes
• Collaborate with sales and marketing teams to ensure messaging consistency

Director, Sales Enablement

• Build and deploy sales enablement programs
• Analyze sales performance data to identify improvements
• Collaborate with the sales and marketing teams
• Assist with sales training and onboarding
• Develop and maintain sales enablement content library

Analyst

• Involved with daily production and UAT/Test environment interSYNC processing.
• System Data quality check.
• Manage and develop new reports.
• Work on system integration.
• Involve in developing new/additional features in interSNYC.
• Help in documentation of IT procedures, UAT testing and processes in Confluence.

Technology Production Analyst

Compliance

• Assist SOX Team with all aspects of the SOX Program.
• Focus on producing process documentation (flowcharts / narratives) and testing over design and operating effectiveness of SOX controls with oversight and guidance from the SOX Team.
• Real world experience with exposure to various, processes, teams and experiences.
• Expand and refine understanding of auditing and accounting standards, and department procedures and strategies.
• Participate in SOX walkthroughs and other meetings to gain an understanding of the processes and controls at the Bank.
• Complete SOX testing in assigned areas, including assessment of control design through walkthroughs and testing of operating effectiveness.
• Review and update process documentation (narratives and flow charts).
• Manage testing requests and organize source documentation.
• Develop and maintain cooperative working relationships with SOX Team and SOX stakeholders.

Summer Intern – SOX Compliance

Security Engineer

• Formulate security architecture recommendations and design security services
• Ensure security and compliance of public Cloud IaaS, PaaS, and SaaS environments
• Ensure that existing network security systems within environment comply with company security policies, standards, and procedures
• Ensure that all bank technology initiatives and projects are implemented in a secure manner
• Implement technical solutions for requirements supporting GLBA, SOX, FISMA, ISO, PCI, and HIPAA
• Recommend and coordinate the application of fixes, patches, and disaster recovery procedures in the event of a security breach
• Conduct risk assessments, diagnose internet/extranet security issues, intrusion attempts, cyber-crime response, assist in responses to external audits, penetration tests, and vulnerability assessments
• Research emerging technologies in support of security enhancement and development efforts
• Continuously identify gaps in security program coverage, employ secure configuration management processes
• Identify and prioritize critical business functions in collaboration with organizational stakeholders
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities
• Follow all bank policies and procedures, compliance regulations, and complete all required annual required or job-specific training
• Actively learn, demonstrate, and foster the Webster corporate culture in all actions and words
• Ensure secure implementation and usage of GenAI and LLM technologies within the organization, including data privacy and model integrity
• Integrate security considerations into the development and deployment of generative AI (GenAI) systems and large language models (LLMs).

Cybersecurity Architect

Producer

• Drive consistency and accountability across the credit and loan onboarding process by managing an origination pipeline of commercial credit requests through workflow stages from application through closing
• Manage multiple credit applications simultaneously with careful tracking of application status and next steps required for an application to advance
• Coordinate with Line of Business on customer outreach effort to ensure required documentation is collected and uploaded into the Loan Origination System
• Thoroughly review all loan application documentation, anticipate potential workflow challenges, and take proactive measures to resolve obstacles in advance
• Coordinate with Underwriting to ensure receipt of sufficient due diligence materials, seek responses to credit inquiries, and maintain status communication to Line of Business
• Serve as a primary point-of-contact for all application status inquiries and/or problems arising throughout the loan approval and closing processes
• Prepare and issue commitment letters consistent with the credit approval terms and provide customer follow-up if questions arise
• Act as the primary process owner of the credit request to ensure a timely and high-quality closing is achieved by tracking application status, following up on missing information, proactively solving problems, and collaborating with cross functional teams
• Coordinate preparation of all necessary loan documentation and exercise preclosing quality control in preparation for deal closing and scheduling activities
• Coordinate correspondence, both verbal and written, among clients, Relationship Managers, Middle & Back Office operations, and Counsel, as necessary

Loan Production Manager

• Lead underwriting due diligence and partner with relationship managers to produce deal screen and underwriting documents
• Interface with clients and other stakeholders to facilitate underwriting process
• Detail debt financings and company financials utilizing Excel and Webster’s credit management platform, Sageworks
• Draft approval document narrative, thoroughly identify all risks and mitigating factors, document variances to policy/procedures, and assign accurate risk grade
• Responsible for presenting underwriting memos to credit committee
• Support legal documentation drafting and negotiations
• Facilitate loan closing process with commercial loan operations
• Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports
• Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
• Ensure timely completion of renewals, annual reviews, and interim analyses.
• Ensure borrower is assigned an appropriate risk rating
• Present internal portfolio review memos to senior credit executives at periodic meetings
• Execute all amendments/waivers for existing borrowers
• Maintain ticklers, covenants, and borrower credit files
• Maintain customer information and data integrity on bank systems
• Ensure compliance with all regulations, policies, and procedures
• Generate new ideas and recommendations for continuous process improvement
• Represent Webster Bank as a brand ambassador at business and charitable events
• Participate in special projects on an as-needed basis.

Director, Portfolio Management

• Underwriting new cash flow LBO & private equity backed transactions
• Portfolio management activities for the General Industries team
• Performing due diligence and preparing internal credit approval documents
• Completing required portfolio reviews and processing incremental credit extensions
• Interacting with multiple stakeholders including senior origination officers, deal underwriters, senior credit officers, capital markets professionals, private equity sponsors, company management, and legal counsel

Leveraged Finance Analyst

Call Center Representative

• Be the Voice of Webster in an inbound Contact Center that fosters an engaging, fast-paced, and fun environment
• Anticipate client needs, educate on the benefits of banking with us while delivering on our commitment of client satisfaction
• Perform a variety of transactions, maintenance, and research requests with accuracy
• Responsible for client relationship building and retention efforts utilizing processes, tools and training provided
• Maintain a positive rapport with professionalism, and serve in an empathetic manner
• Facilitate problem resolution by providing complete and accurate information
• Meet and or exceed service expectations, productivity and efficiency standards for all contact center related metrics
• Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies
• Perform other duties or accountabilities as assigned

Contact Center Associate

Risk

• Supports the bank’s Operational Risk Management (ORM) function in identifying, measuring, evaluating and mitigating risks
• Provides support for risk framework activities by gathering data and evidence for risk assessment updates
• Helps organize and track issues in GRC tools
• Performs basic documentation updates aligned with risk events and controls
• Works with various risk teams throughout the summer
• Research and recommend tools and technologies to streamline processes and improve efficiency
• Conduct comparative analysis of frameworks used by leading organizations to inform modernization efforts
• Assists in comparing internal policies and standards to external regulatory requirements and provide first-draft summaries for review
• Prepares clear documentation, presentations, and dashboards to communicate improvements and recommendations to stakeholders
• Prepares GRC procedures as needed
• Tracks action items for risk committee or working group and prepares draft summaries for recurring meetings
• Completes other job responsibilities as assigned.

Summer Intern, Information Risk

Onboarding Specialist

• Manage end-to-end onboarding for employer HSA plans, including plan setup, configuration validation, and client training.
• Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs.
• Deliver virtual training sessions and onboarding materials to employer contacts.
• Provide support and troubleshooting during the initial data loading of enrollments and contributions.
• Maintain accurate documentation and project tracking across multiple concurrent implementations.
• Collaborate with internal teams to resolve setup issues and ensure timely execution.
• Provide proactive communication and status updates to employer clients and internal stakeholders.
• Ensure quality and consistency in client interactions through adherence to implementation protocols.

Associate, Member Services, Financial Operations

Analyst, Cybersecurity Operations

Implementation Specialist

Director, Credit Risk Review

Director, Sales Enablement

Director, Sales Enablement

Technology Production Analyst

Summer Intern – SOX Compliance

Cybersecurity Architect

Loan Production Manager

Director, Portfolio Management

Leveraged Finance Analyst

Contact Center Associate

Summer Intern, Information Risk

Senior Associate, Client Onboarding – Implementation