Corporate Banking Onboarding Specialist

1 week ago

Tampa, Florida, United States Experis Full time

Job Summary:

We are seeking a highly skilled Corporate Banking Onboarding Specialist to join our team at Experis. As a key member of our corporate banking team, you will be responsible for supporting the due diligence, account opening, and entitlements conducted during client onboarding.

Key Responsibilities:

  • Review potential new client profiles to determine the appropriate level of due diligence information required.
  • Work with Transaction Managers to complete account set-up, entitlements, and collaborate with related areas such as billing and operations to ensure complete client profile is completed and maintained.
  • Review received information for accuracy and submit the information to support teams for processing.
  • Utilize internal Client systems to process client information, including required regulatory disclosures, and assist in processing annual reviews.
  • Communicate directly with various support teams to ensure the accurate and timely completion of records.
  • Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.

Requirements:

  • General experience in Corporate Banking.
  • Knowledge and experience with client onboarding and account opening processes.
  • Experience with Agency & Trust products would be beneficial.
  • Ability to work in a team environment, interacting with Sales, Admin, Operations, and Product.
  • Strong organization and time management skills, with ability to prioritize accordingly.
  • Proactive and able to operate independently with minimal management.
  • Strong communication skills.
  • Skilled with Excel and proficient with Microsoft Outlook and Word.

About Experis:

Experis is a global workforce solutions company that helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills.

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