Onboarding Specialist

• support clients within your portfolio on all day-to-day service and support requests
• onboard new Commercial Banking clients and provide after-sales service support
• understand client needs and coordinate account maintenance and cash management solution requests
• maintain relationships with various internal and external stakeholders
• act as the main point of contact for clients from mixed commercial segments
• coordinate changes to account information and signing authorities
• identify opportunities for cross-selling
• coordinate onboarding of new legal entities for clients and new cash management product implementations
• ensure all mandatory documentation is received prior to transition

Analyst, Client Onboarding & Sales Support

Regulatory Onboarding Specialist

Senior Customer Onboarding Specialist