Grow your career as a Business Onboarding Analyst with an innovative global bank in Tampa, FL. Contract role with strong possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week.
Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. Will work to support the due diligence, account opening, and entitlements conducted during client onboarding. Will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.
Contract Duration: 4+ Months
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