Business Consultant
Job Opportunity for Treasury / Onboarding Management in Charlotte, NC!!! Position : Business Execution Consultant Industry : Banking / Financial Services Job duration : 6 months Location : 550 S Tryon St, Charlotte, NC, 28202 Shift : Monday - Friday Roles and Responsibilities : Actively participate in project work related to Treasury Clearing, managing project deadlines and providing progress updates.
Manage the pipeline of clients being onboarded, establish priorities, and provide regular status updates to Sales, clients, the Negotiation Team, and Operations.
Assist in designing and implementing an enhanced onboarding process, including checklists, milestone tracking, and documenting procedures.
Submit requests for all account opening and new client onboarding requests. Collaborate with Sales, Relationship Managers, clients, or third-party advisors to collect relevant agreements and documents for hand-off to Operations, Credit, and Negotiation teams.
Serve as a central point of contact for onboarding matters, setting priorities, driving execution, providing client documents, addressing client set-up questions, and tracking and reporting on status.
Coordinate with the Negotiation Team to ensure necessary documentation is in place. Work with Operations to ensure timely account opening.
Ensure platform mappings are completed by working with the client and the desk. Required Skills : Advanced MS Office (Word, Excel, Outlook, and PowerPoint) skills.
Project Management / Financial Services experience, particularly in Treasury Clearing and Repo. Familiarity with Client Onboarding and Data Management.
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