Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding and Support Specialist.

Key Responsibilities

• Provide superior client experience through various communication channels, ensuring accuracy and expediency
• Coordinate with approvers for rapid decisions on product limit increases while maintaining risk management controls
• Manage complex onboarding for treasury services, developing project plans and ensuring timely delivery and quality

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or related field
• Minimum of 3 years of experience in customer service, deposit sales, product management, or related roles in banking
• Strong knowledge of deposit products, regulatory requirements, and compliance standards
• Ability to work independently and adapt to changing priorities in a fast-paced environment
• Strategic thinker with analytical abilities and a customer-centric mindset