Onboarding Specialist

• Call on prospective patients daily and schedule them for assessments with our Onboarding Specialists
• Handle inbound calls from both patients and referral sources
• Accountable for daily and weekly goals for assessments scheduled
• Communicate effectively with patients
• Work independently and also as a key member of the entire team
• Maintaining constant contact with referral sources, Onboarding Specialists, and other internal associates
• Place scheduled assessments on the Onboarding Specialist calendar
• Document all calls, tasks and appointments in Salesforce
• Create positive first impression of AnewHealth/ExactCare and the unique services we provide
• Monitor and track daily assessments, assemble marketing materials, and conduct quality assurance calls
• Participate in daily team huddles, attend training sessions and other ad-hoc meetings as needed
• Embody AnewHealth’s Core Values in all communications and interactions
• Other duties as assigned.

Onboarding Coordinator

• Conduct thorough and accurate audits of employee’s performance through remote monitoring.
• Collaborate and provide consultation within and across teams to ensure that quality standards are met and working with leadership to enforce Quality program guidelines regarding failure to meet quality standards.
• Ensure right amount of calibrations and audits are completed based on set standard for interaction type.
• Provide input and status updates regarding Quality processes and results on a regular basis.
• Effectively engage with and reassure members to deliver outstanding customer service, modeling successful behaviors, processes while providing coaching to team members.
• Participates in weekly calibration sessions.
• Maintain an overall positive and supportive attitude towards leaders, colleagues and key stakeholders.
• Serve as a subject matter expert and responsible for leading a chat for questions for the team.
• Providing weekend and evening coverage as needed to support the department.
• Scheduling and connecting patients to Onboarding Specialists for medication reviews.
• Working within defined parameters to identify work expectations and quality standards.
• Assist in workforce oversight by monitoring Finesse and Call Queues.
• Available to take all incoming calls during high call volume periods and conduct a health and medication review with the patient that includes a thorough review of their list of medications and administration instructions and collecting key health information.
• Responsible for achieving key performance metrics as set forth by the management team.
• Maintain and prepare accurate reports.
• Participates in relevant trainings to stay informed of any operational changes and assist in training and shadowing.
• Embody AnewHealth’s Core Values in all communications and interactions.
• Other duties as assigned.

Onboarding Coordinator Lead

• Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts.
• The Commercial Client Onboarding Specialist communicates directly with clients and works as the liaison between the client and our internal teams for all matters relating to account/service on-boarding.
• Responsible for providing all commercial DDA clients with high-touch, value added support and ensuring all documentation requirements for Deposits and Treasury Management have been met.
• A successful Commercial Client Onboarding Specialist will have a strong customer-centric focus, provide high quality customer service, understand the client's needs, and sets clear expectations with our clients.
• Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
• Effectively prioritize work efforts to meet client deadlines using bank approved resources.
• Utilize internal systems to collect information, prepare and validate documentation, and accurately request commercial payment services.
• Maintain accurate and up-to-date records of all onboarding activities.
• Ensures client satisfaction through partnership with the Commercial Payments Sales Team by providing expedited timely responses to requests.
• Sets and manages client expectations through clear communication, precise & immediate follow-ups to internal & external clients; Drives problem resolution and escalates as necessary following the defined channels.
• Provides advice, guidance, and insight to support the relationship.

Commercial Client Onboarding Specialist

• Coordinate the onboarding of trust and estate accounts end-to-end
• Gather and validate required documentation and client/account information
• Coordinate with key internal partners across Personal Trust and related departments
• Ensure onboarding activities align with bank policies, procedures, and compliance requirements
• Provide operational support and clear updates to internal partners throughout the onboarding process
• Lead onboarding calls with internal partners as you progress in training

Trust and Estate Onboarding Specialist

• supervise and mentor teams supporting Commercial clients through onboarding process
• responsible for onboarding new commercial relationships, focusing on deposit and treasury management solutions
• ensure proper backup support for the team during leaves of absence, vacations, and illnesses
• provide day-to-day support and guidance across all aspects of client onboarding process
• meet with other LOBs to create partnerships among teams
• identify opportunities regarding Client service improvement to internal partners
• ensure compliance across all teams

Commercial Client Onboarding & Account Supervisor

• Manage and optimize the onboarding lifecycle for embedded payment clients, from initial scoping through go-live and post-launch support.
• Collaborate with product, engineering, legal, compliance, and operations teams to ensure all onboarding requirements are met efficiently and securely.
• Guide partners through technical integration, U.S. Bank processes, risk assessments, and regulatory compliance requirements.
• Identify and implement improvements to onboarding workflows, documentation, and partner experience.
• Ensure all onboarding activities align with banking regulations, U.S. Bank policies, and internal risk frameworks.
• Provide regular updates to senior leadership on onboarding progress, risks, and key metrics.
• Mentor junior onboarding managers and contribute to the development of onboarding best practices and playbooks.

Embedded Payments Onboarding Manager

• You'll assist recruiters with collecting candidate offer letters, I9 documentation and other relevant onboarding information.
• This role will be on camera with new hires often, as completing I9s for high-volume hiring efforts is a key responsibility.
• You'll manage multiple steps in the onboarding process including, but not limited to, submitting & reviewing background checks, sending new hire documentation, and completing the hiring process via UKG.
• You will maintain new hire rosters and communicate information to partners in IT and Facilities for equipment shipping/pick-up, tracking, etc
• You will be responsible for candidate engagement from the time an offer is accepted until a new hire’s first day of training
• You will manage a high volume of emails to & from new employees with questions, concerns, and onboarding updates.
• You will assist the TA Operations team with various projects throughout the year including, but not limited to, Employee Referral Program, Recruitment Marketing, UKG, Greenhouse, Audits

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