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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the onboarding process for commercial banking relationships, ensuring compliance with documentation requirements and maintaining strong attention to detail. Proficient in coordinating account setups and treasury management services while effectively communicating with clients and internal partners.
Highest-signal resume keywords
Commercial Onboarding ManagementTreasury Management Products KnowledgeBusiness Account Opening ProcessesAttention to DetailCompliance and Documentation Review
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding ManagementDocumentation ReviewTreasury Management ServicesACH ProcessingWire TransfersRemote Deposit Capture (RDC)Online BankingAccount SetupQuality AssuranceProcess Improvement
Soft Skills
Attention to DetailCommunicationMultitaskingClient CoordinationTeam Collaboration
Industry Keywords
CIPCDDAudit ComplianceBusiness Entity StructuresLLCsCorporationsPartnershipsTrusts
About the role
Key responsibilities & impact- Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
- Coordinate the setup of account structures and service configurations
- Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
- Review and validate all required documentation in accordance with CIP/CDD and internal policies
- Prepare, generate, and distribute account opening and TM service agreements for client execution
- Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
- Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
- Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
- Coordinate directly with clients to gather information, clarify requirements, and provide status updates
- Manage the onboarding lifecycle from intake through implementation and handoff to support teams
- Track onboarding status and ensure all steps are completed within expected timelines
- Perform quality assurance checks on account setups and service configurations prior to client handoff
- Support ongoing process improvements and documentation updates
- Provide backup support across onboarding, support, or operations functions as needed
- Perform other duties as assigned
Requirements
What you’ll need- 2+ years of experience in banking, treasury management or commercial onboarding
- Strong understanding of business account opening and documentation review processes
- Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
- Strong attention to detail with a focus on accuracy and compliance
- Ability to manage multiple onboarding requests simultaneously in a fast-paced environment
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Servbank Website LinkedIn All Job Openings 1001 - 5000 employees 💸 Finance 🏦 Banking 💳 Fintech Finance
- Banking
- Fintech Servbank is a full-service subservicer that focuses on providing a unique customer experience by blending dedicated professionals with innovative technology. Founded in 1994 in Illinois and operating under First Allied Bank, Servbank is recognized as one of the nation’s Top 10 subservicing providers. Their mission is to deliver superior customer service and personalized support, providing clients with a fully transparent and accessible view of their portfolios. Servbank aims to drive business success while promoting their tagline of 'Grow Happiness. Client Onboarding Specialist 🔥 1 hour ago 🏢🏡 null – Hybrid 💵 $47.8k - $55.9k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🚀 Onboarding Specialist Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
- Coordinate the setup of account structures and service configurations
- Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
- Review and validate all required documentation in accordance with CIP/CDD and internal policies
- Prepare, generate, and distribute account opening and TM service agreements for client execution
- Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
- Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
- Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
- Coordinate directly with clients to gather information, clarify requirements, and provide status updates
- Manage the onboarding lifecycle from intake through implementation and handoff to support teams
- Track onboarding status and ensure all steps are completed within expected timelines
- Perform quality assurance checks on account setups and service configurations prior to client handoff
- Support ongoing process improvements and documentation updates
- Provide backup support across onboarding, support, or operations functions as needed
- Perform other duties as assigned 🎯 Requirements
- 2+ years of experience in banking, treasury management or commercial onboarding
- Strong understanding of business account opening and documentation review processes
- Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
- Strong attention to detail with a focus on accuracy and compliance
- Ability to manage multiple onboarding requests simultaneously in a fast-paced environment Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Onboarding Coordinator – Temporary 🔥 10 hours ago Trulieve 5001 - 10000 👥 B2C ⚕️ Healthcare Insurance 💊 Pharmaceuticals Website LinkedIn All Job Openings Onboarding Coordinator managing the hiring process for Trulieve. Daily interactions with candidates and overseeing new hire onboarding experience. 🏢🏡 Tallahassee – Hybrid ⏰ Full Time 🟢 Junior 🚀 Onboarding Specialist 🚫👨🎓 No degree required Personal Trust New Account Onboarding Specialist 🔥 14 hours ago U.S. Bank 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Onboarding Specialist facilitating the opening of fiduciary and investment management accounts at U.S. Bank. Focused on administrative support with a high-quality onboarding experience. 🏢🏡 Tempe – Hybrid 💵 $75.8k - $89.2k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🚀 Onboarding Specialist Onboarding Specialist I 🔥 14 hours ago Nelnet 5001 - 10000 📚 Education 💸 Finance ⚡ Energy Website LinkedIn All Job Openings Onboarding Specialist managing end-to-end client onboarding and implementation processes for Nelnet Business Services. Coordinating training, system setup, and client communication for a smooth transition. 🏢🏡 Lincoln – Hybrid 💵 $52k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🚀 Onboarding Specialist 🦅 H1B Visa Sponsor Client Onboarding Specialist 🕒 Yesterday SpotOn 1001 - 5000 🤝 B2B 🏨 Hospitality Website LinkedIn All Job Openings Client Onboarding Specialist ensuring seamless POS implementation for enterprise clients in the restaurant sector. Leading onboarding journey from initial engagement to successful activation. 🏢🏡 Chicago – Hybrid 💵 $46.5k - $67.1k / year 💰 $300M Series F - SpotOn on 2022-05 ⏰ Full Time 🟢 Junior 🟡 Mid-level 🚀 Onboarding Specialist 🦅 H1B Visa Sponsor Client Onboarding Consultant 🕒 2 days ago e2E, LLC 51 - 200 🤝 B2B 💸 Finance 🤝 Non-profit Website LinkedIn All Job Openings Onboarding Consultant coordinating accounting and finance-related onboarding tasks for diverse clients at e2E. Facilitating the transition of new clients into e2E’s services and ensuring compliance and best practices. 🏢🏡 Kansas City – Hybrid 💵 $75k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🚀 Onboarding Specialist View More Onboarding Specialist Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs