Webster Bank

Manager, Onboarding Manager

Webster Bank$95K — $115K *
US-AnywhereRemote in New York, US
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-4 years of experience in client onboarding, project management, or account management roles.
  • 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.
  • H.S. Diploma or GED; Bachelor’s degree in business administration, communications, or related field preferred.

Responsibilities

  • Act as the primary liaison for new client relationships throughout onboarding.
  • Set and communicate expectations regarding timing, funding, and processes.
  • Lead all communications with stakeholders to ensure alignment.
  • Schedule and host weekly onboarding calls with clients and stakeholders.
  • Develop and maintain detailed onboarding plans and track task completion.
  • Monitor onboarding processes to ensure a superior client experience.
  • Gather client and stakeholder feedback to identify improvement areas.

Benefits

  • Opportunity to lead and shape client engagement processes.
  • Work in a dynamic, client-focused environment that prioritizes exceptional experiences.
  • Collaborative culture with cross-functional interactions.
  • Professional development opportunities in project management and client relations.
Full Job Description
The Onboarding Manager will serve as the central point of contact, fostering strong relationships and aligning all parties to deliver a successful onboarding process for new clients. This role is essential in creating a seamless and best-in-class client experience by ensuring clear communication, setting expectations, and coordinating stakeholders throughout the onboarding journey for new clients. What you will do • Client Onboarding Leadership:• 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.• Stakeholder Communication:• 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. • Weekly Onboarding Calls:• Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders.• Provide status updates, discuss project milestones, and address questions or concerns. • Process Management:• Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.• Identify and resolve roadblocks to maintain momentum and deliver a smooth onboarding experience. • Client Experience:• Continuously monitor the onboarding process to ensure a superior client experience.• Gather feedback from clients and stakeholders to identify areas for improvement. Skills and Abilities • Key Competencies• Client-focused mindset with a commitment to delivering exceptional experiences.• Ability to build strong relationships with clients and internal teams.• Detail-oriented and proactive in identifying and resolving issues.• Skilled at leading discussions and driving alignment across diverse groups. Education Qualifications • H.S. Diploma or General Education Degree (GED) • Bachelor’s degree in business administration, communications, or a related field (or equivalent experience). Preferred. preferred Experience Qualifications • 3-4 years Proven experience in client onboarding, project management, or account management roles.• 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. required #LI-RS1 The estimated salary range for this position is $95,000.00 to $115,000.00. 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.

About Webster Bank

Webster Bank is a regional bank that provides personal and business banking services to customers in Connecticut, Massachusetts, Rhode Island, and New York. The bank was founded in 1935 and is headquartered in Waterbury, Connecticut. Webster Bank has over 3,400 employees and operates over 150 branches. The bank offers a range of financial products and services, including checking and savings accounts, loans, mortgages, and investment services. Webster Bank is committed to supporting the communities it serves and has a strong focus on corporate social responsibility.
Learn more about Webster Bank
Size
3,245 employees
Market Cap
$8 billion
Industry
Net Income
$220.6 million
5 Year Trend
+2.8%
NASDAQ

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