Onboarding Specialist

job summary : Responsibilities :

Responsibilities :

As an Onboarding Specialist, Job Duties include :

• Facilitate the Commercial deposit account opening process and manage account maintenance for the Private Bank, including blocked and controlled accounts.
• Exceed customer expectations by ensuring prompt responses to internal and external inquiries within 24 hours. Escalate issues to management or address them in daily huddles.
• Proactively identify opportunities to improve the customer experience and drive initiatives to completion.
• Apply and enforce risk mitigation controls; escalate exceptions to leadership and other relevant parties as needed.
• Produce high-quality output and perform quality management duties as assigned.
• Establish requested accounts in the core system and resolve problems of varying complexity.
• Execute additional tasks as required to support the operational needs of the Private Bank.

Skills :

• 5+ years of banking experience with a comprehensive background in operations or customer service teams.
• Ability to effectively communicate with Implementations, Client Services, Treasury Sales, and Relationship Managers.
• Proven ability to plan and prioritize workload to meet critical Service Level Agreements.
• Experience in implementing change and driving process improvements within a financial services environment.
• Proficiency in data entry and demonstrated familiarity with Microsoft Office applications, including advanced Outlook, Excel, Word, and PowerPoint.

Apply today!

Skills : Onboarding Specialist, Private Banking , Customer Service , Commercial Banking, Data Entry, Verbal Communication, Confidentiality, Responsiveness, Analytical Thinking, Banking Operations, Written Communication Experience : Experienced5 year(s)

responsibilities :

As an Onboarding Specialist, Job Duties include :

• Facilitate the Commercial deposit account opening process and manage account maintenance for the Private Bank, including blocked and controlled accounts.
• Exceed customer expectations by ensuring prompt responses to internal and external inquiries within 24 hours. Escalate issues to management or address them in daily huddles.
• Proactively identify opportunities to improve the customer experience and drive initiatives to completion.
• Apply and enforce risk mitigation controls; escalate exceptions to leadership and other relevant parties as needed.
• Produce high-quality output and perform quality management duties as assigned.
• Establish requested accounts in the core system and resolve problems of varying complexity.
• Execute additional tasks as required to support the operational needs of the Private Bank.

Skills :

• 5+ years of banking experience with a comprehensive background in operations or customer service teams.
• Ability to effectively communicate with Implementations, Client Services, Treasury Sales, and Relationship Managers.
• Proven ability to plan and prioritize workload to meet critical Service Level Agreements.
• Experience in implementing change and driving process improvements within a financial services environment.
• Proficiency in data entry and demonstrated familiarity with Microsoft Office applications, including advanced Outlook, Excel, Word, and PowerPoint.

Apply today!

qualifications : Experience

Experience

• Experienced
• 5 years

Education

Bachelors

skills :

• Onboarding Specialist
• Private Banking
• Customer Service
• Commercial Banking
• Data Entry
• Verbal Communication
• Confidentiality
• Responsiveness
• Analytical Thinking
• Banking Operations
• Written Communication
30+ days ago