This role works directly with clients, Bankers, Sales, Service and KYC to open Commercial Bank accounts, provide clients with legal documentation and ensure certain firmwide and regulatory requirements are met.
What you will need to be successful-
Passion for delivering a consistent, stellar client and partner experience
Controls minded with exceptional attention to detail
Motivation to set the appropriate expectations with every engagement
Aptitude to operate in a fast-paced, dynamic environment
Ability to clearly communicate, partner and influence - leading others to a common goal
Ability to think creatively and strategize
Excellent critical thinking skills and ability to identify and resolve issues
Ability to develop subject expertise to support client and internal partners questions
Appreciation for being a 'keeper of our brand'
Ultimately you will own our Client's Onboarding documentation experience. This includes:
Owning the research, creation, validation and negotiation oversight of client documentation for account opening
Leverage critical thinking skills to customize, streamline, and solution account and documentation needs
Managing client and internal expectations with a continued drive to exceed expectations
Interacting with clients, answering client questions and working with clients to minimize documentation requirements
Representing the team as the Documentation Specialist on your assigned implementations
Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experience
Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success
Preferred qualifications, skills and capabilities:
Bachelor of Arts/Bachelor of Science degree
Paralegal or Juris Doctor certificate
Proven ability to independently identify issues, analyze problems and provide viable solutions
Excellent verbal and written communication skills
Time management and organizational skills
Experience in financial services, if possible Corporate/Commercial Banking
Excellent attention to detail
Strong client focus and ability to partner with various internal groups and client coverage
Interested candidates please send resume in Word format Please reference job code 231987 when responding to this ad.
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