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Business Implementation and Onboarding Analyst
Contract to Hire : Tamp, Florida, US
Salary : $45.00 Per Hour
Job Code : 354425
End Date : 2024-10-30
Days Left : 14 days, 3 hours left
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Position Details
Client - Banking
Title - Business Implementation and Onboarding Analyst
Location - Tampa, FL 33610
Duration - 12 months
Schedule : Shift hours : Basic Business Hours
Start Date : ASAP
Job Description :
- Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding.
- The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements.
- Analyst responsibilities include : reviewing potential new client profiles to determine the appropriate level of due diligence information required.
- Working with the Transaction Managers to complete account set-up, entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.
- Review received information for accuracy and submit the information to support teams for processing. Use internal Bank systems to process client information including required regulatory disclosures and help process annual reviews.
- Communicate directly with various support teams to ensure the accurate and timely completion of records.
- Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
Qualifications :
- General experience in Corporate Banking.
- Knowledge and experience with client onboarding and account opening processes.
- Experience with Agency & Trust products would be beneficial.
- Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product. Strong organization and time management skills expected with ability to prioritize accordingly.
- Proactive and able to operate independently with minimal management.
- Strong communication skills. Skilled with Excel and proficient with MS Outlook and Word.
Job Requirement
- Business Onboarding
- Transactions
- Agency & Trust
- Implementation
- Client Onboarding
Reach Out to a Recruiter
- Recruiter
- Phone
- Rohit Roashan
- [email protected]
Apply Now
9 hours ago