Commercial Banking Onboarding Associate
Company: VirtualVocations
Location: Sunnyvale
Posted on: November 7, 2024
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Job Description:
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 collection
Collaborate with clients and internal teams to gather requirements
and ensure compliance with regulatory guidelines
Serve as the primary point of contact for clients during the
onboarding process, addressing inquiries and concerns
Required Qualifications:
Bachelor's degree
3+ years of experience in Treasury Management, client onboarding,
or a similar role within a financial institution
Keywords: VirtualVocations, Pleasanton , Commercial Banking Onboarding Associate, Accounting, Auditing , Sunnyvale, California
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