Onboarding Specialist

Job Summary

Working remotely in a full-time capacity, the Onboarding Specialist will assist with the onboarding of commercial clients, manage account setups, and ensure accurate implementation of products and services.

Key responsibilities

• Manage the onboarding process for new products and services, ensuring accuracy and completeness
• Collaborate with team members and leadership to enhance operational efficiency and documentation
• Serve as a liaison across functional areas to facilitate effective communication and setup of client accounts

Required qualifications

• High school diploma or GED required; associate's degree preferred
• Minimum of two years' experience in banking, preferably in operations
• Strong knowledge of account documentation and business products
• Proficiency in Microsoft Office Products, including Outlook, Word, and Excel
• Ability to manage multiple priorities and meet critical deadlines