Onboarding Specialist - TalentBridge

Position Overview:

As an Account and Digital Product Onboarding Specialist, you will play a crucial role in ensuring the seamless onboarding of deposit clients for various digital solutions, including treasury management products. You will manage the end-to-end onboarding process for deposit and treasury management accounts, collaborating with internal teams to provide exceptional customer service. This role requires financial acumen, technical expertise, and excellent communication skills.

 

Responsibilities:

Client Onboarding:

• Open accounts for business and consumer clients, conducting full KYC and due diligence
• Coordinate the onboarding process for clients with digital and treasury management needs, ensuring a smooth transition from sales to implementation
• Meet deadlines and service level timelines for product setups and new client implementations
• Conduct needs assessments to tailor solutions to client requirements
• Collaborate with internal teams, including sales and relationship managers, to gather documentation for client onboarding

System Implementation:

• Work closely with vendors to configure and set up treasury management products and services
• Troubleshoot and resolve technical issues related to system implementation

Product Expertise:

• Develop a deep understanding of treasury management products and services
• Provide guidance to clients on product features and functionalities
• Support new product implementations, testing, and rollouts

Training and Support:

• Conduct virtual or in-person training sessions for clients on treasury management products
• Serve as the main point of contact for clients during onboarding, providing ongoing support

Compliance and Risk Management:

• Ensure onboarding processes adhere to regulatory requirements and internal policies
• Collaborate with compliance teams to maintain up-to-date client documentation

Documentation and Reporting:

• Maintain accurate records of client interactions and system configurations
• Generate reports on onboarding activities and identify areas for improvement

Continuous Improvement:

• Stay updated on industry trends and regulatory changes related to treasury management
• Identify opportunities to enhance onboarding processes and contribute to improvement initiatives

 

Qualifications:

• 2 years of Financial Services, Financial Operations, Banking, or related experience
• Bachelor’s degree in accounting, business, or finance preferred
• Experience with FIS core banking systems is a plus
• Excellent communication and interpersonal skills
• Detail-oriented with the ability to manage multiple tasks simultaneously
• Technical proficiency and troubleshooting abilities
• Knowledge of regulatory compliance related to treasury management
• Customer-focused mindset with a commitment to delivering exceptional service

 

Pay:

• $20 - $27 /hr

 

Location:

• On-site

 

Schedule:

• Monday - Friday
• 40 hours

 

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TalentBridge -- Connecting People with Their Purpose

 

As one of the nation’s leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.

 

At TalentBridge, we’re passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions – relationships grounded in open communication and honesty. We’re built on collaboration and teamwork — both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.

 

We’re not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do – the Charlotte Observer named us a Top Workplace two years running – and they’re great at it!

 

We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.

That’s a fantastic reason to get out of bed every morning, and we’re excited to share it with an expanding team. Will you join us?

 

Proven Process

 

We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It’s a process that goes well beyond your resume – one that values relationships over transactions in order to optimize success in your job search.

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