Job: Business Onboarding Analyst
Contract Duration: 4+ Months (Possibility of extension or conversion)
Location: Tampa, FL
Required Skills & Experience
- General experience in Corporate Banking.
- Knowledge and experience with client onboarding and account opening processes.
- Experience with Agency & Trust products would be beneficial.
- Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product.
- Strong organization and time management skills expected 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.
What You Will Be Doing
- Review potential new client profiles to determine the appropriate level of due diligence information required.
- Work with the Transaction Managers to complete account set-up, entitlements and work 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.
- Use internal company systems to process client information including required regulatory disclosures and help process 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