Commercial Banking Onboarding Associate
Company: VirtualVocations
Location: Sunnyvale
Posted on: March 21, 2025
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Job Description:
A company is looking for a Commercial Banking Onboarding
Associate.
Key Responsibilities
Manage the end-to-end onboarding process for new Commercial Banking
clients, including account setup and documentation collection
Collaborate with clients and internal teams to gather requirements
and ensure compliance with regulatory guidelines
Serve as the primary point of contact for clients during the
onboarding process, addressing inquiries and concerns
Required Qualifications
Bachelor's degree
3+ years of experience in Treasury Management, client onboarding,
or a similar role within a financial institution
Strong understanding of KYC, AML, and other regulatory
requirements
Proficiency in banking systems and Microsoft Office Suite
Ability to work in a fast-paced environment and adapt to changing
priorities
Keywords: VirtualVocations, Sunnyvale , Commercial Banking Onboarding Associate, Accounting, Auditing , Sunnyvale, California
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here to apply!
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