Business Onboarding Analyst Tampa, FL (3 days onsite - Hybrid) 4+ months Web Cam Interview
$40/Hr on W2
Business Onboarding Analyst
Business Implementation and Onboarding Analyst.
Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding.
The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfil critical business requirements.
Analyst responsibilities include:
Reviewing potential new client profiles to determine the appropriate level of due diligence information required.
Working with the Transaction Managers to complete account set-up, entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.
Review received information for accuracy and submit the information to support teams for processing.
Use internal systems to process client information including required regulatory disclosures and help process annual reviews.
Communicate directly with various support teams to ensure the accurate and timely completion of records.
Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
General experience in Corporate Banking.
Knowledge and experience with client onboarding and account opening processes.
Experience with Agency & Trust products would be beneficial.
Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product.
Strong organization and time management skills expected with ability to prioritize accordingly.
Proactive and able to operate independently with minimal management.
Strong communication skills.
Skilled with Excel and proficient with Microsoft Outlook and Word.
Numbers & Facts
Location
Tampa, FL
Skills
Analysis Skillsunmatched
Banking Servicesunmatched
Billingunmatched
Communication Skillsunmatched
Corporate Bankingunmatched
Customer/Client Researchunmatched
Due Diligenceunmatched
Establish Prioritiesunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Onboardingunmatched
Regulationsunmatched
Sales Administrationunmatched
Team Playerunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.