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Commercial Banking Onboarding Associate

VirtualVocations
San Diego, California, United States
Full-time

A company is looking for a Commercial Banking Onboarding Associate to manage the onboarding process for new Commercial Banking clients.

Key Responsibilities : Manage the end-to-end onboarding process, including account setup and documentation collectionCollaborate with clients and internal teams to gather requirements and ensure compliance with regulatory guidelinesServe as the primary point of contact for clients during the onboarding process, addressing inquiries and concernsRequired Qualifications : Bachelor's degree3+ years of experience in Treasury Management, client onboarding, or a similar role within a financial institution

1 day ago
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