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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding processes, account opening workflows, and client data management within the financial services sector. Proficient in coordinating across internal teams to ensure data quality and streamline client information management.
Highest-signal resume keywords
Client Onboarding ProcessesAccount Opening WorkflowsBSA/AML Information GatheringMicrosoft Office ProficiencyClient Data Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Information ManagementData Quality ReportingCall Report EntryData AnalysisClient Activity Records MaintenanceOnboarding CoordinationAccount Setup SupportHierarchy MaintenanceDocument ComplianceAd Hoc Analysis
Soft Skills
Organizational SkillsClear CommunicationIssue ResolutionMulti-tasking Ability
Tools & Technologies
CRM ToolsReporting ApplicationsMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
CCS Training Curriculum Completion
Industry Keywords
Corporate BankingFinancial ServicesCommercial BankingClient ServiceBusiness Management Support
About the role
Key responsibilities & impact- Provide dedicated client information management, onboarding coordination, and administrative support to Corporate Banking bankers and client teams
- Serve as a central point of contact for client data, account setup support, hierarchy maintenance, post-client event updates, call report entry, client contact information, sector designation, and client profile updates
- Coordinate across onboarding, servicing, Treasury, control, and other internal teams to streamline information gathering and reduce duplicative client outreach
- Maintain a dotted-line partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into client onboarding and information management pain points
- Coordinate client onboarding, account opening, compliance, and required client documents and information
- Track onboarding and client information requests, escalate aging or unclear items, and communicate status updates
- Maintain accurate client information in designated systems, including account setup, hierarchy, contact, sector, and profile updates
- Enter and maintain call reports and client activity records
- Update client records following IPOs, mergers and acquisitions, ownership changes, organizational restructurings, and other material events
- Support BSA/AML processes by coordinating information and documentation, tracking requests, following up on missing items, and escalating gaps
- Pull data, reports, and client information for banker routines, portfolio reviews, client planning, business management reporting, onboarding tracking, and ad hoc analysis
- Support data quality, reporting needs, process consistency, and visibility into onboarding and client information pain points
Requirements
What you’ll need- High school diploma, or equivalent education and related training
- Three to five years of related experience, preferably within financial services, corporate banking, commercial banking, client onboarding, client service, operations, or business management support
- Ability to manage multiple requests, organize client information, track open items, coordinate across internal teams, and communicate status updates clearly
- Ability to identify, analyze, and resolve issues independently
- Working knowledge of client onboarding processes, account opening workflows, client data systems, CRM tools, reporting applications, BSA/AML information gathering processes, or related banking platforms
- Strong Microsoft Office skills, including Excel and PowerPoint
- Ability to pull, organize, summarize, and present data accurately
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Proficiency in basic computer applications, such as Microsoft Office software products
- English language fluency required
- Regular teammates working 20 hours or more per week are eligible for benefits
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)