Customer Onboarding Specialist
New
United StatesFull-TimeMiddle
Salary39,422 - 59,133 USD per year
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Job Details
- Experience
- 1–3 years
- Required Skills
- SharePointCustomer serviceMS Office
Requirements
- 1–3 years of related experience in banking, customer service, or operations.
- Basic understanding of commercial banking products, services, and account opening procedures.
- Proficiency in Microsoft Office, SharePoint, and DocuSign.
- Strong attention to detail with the ability to follow established procedures.
- Effective time management skills with the ability to prioritize tasks.
- Ability to read and comprehend instructions, directives, and business communications.
- Ability to write clear, concise, and professional correspondence.
- Ability to present information effectively in one-on-one and small group situations.
- Critical thinking skills to understand operational processes.
- Courteous social skills for a business environment.
Responsibilities
- Support all account opening and onboarding processes for the bank.
- Provide exceptional customer service to internal and external bank customers.
- Own deposit account opening, account maintenance, and documentation review.
- Ensure client access and controls for bank products and services.
- Serve as a point of contact for routine onboarding requests and escalate complex issues.
- Coordinate with internal departments for account servicing and onboarding.
- Ensure compliance with bank policies, procedures, and regulations.
- Identify customer needs and support the introduction of ancillary products.
- Maintain accurate records of onboarding activities.
- Participate in identifying process improvements and support training efforts.
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