A leading commercial bank is seeking a Vice President, Client Onboarding & Operational Services to own and elevate the client experience from first introduction through account activation. You’ll oversee all onboarding activities—KYC, BSA/AML, documentation, and account establishment—while driving efficiency, mitigating risk, and ensuring a seamless transition into ongoing relationship management.
This is a hands-on leadership role that demands operational rigor, regulatory fluency, and a sharp focus on client satisfaction. You’ll be the connective tissue between relationship teams, compliance, and operations—ensuring every new client feels the precision and professionalism of a best-in-class institution.
Lead the end-to-end client onboarding process, ensuring all operational and documentation requirements are met with accuracy and speed.
Oversee KYC, BSA/AML, and document validation in full compliance with internal policies and regulatory standards.
Partner with Relationship Management, Treasury, Credit, and Operations to deliver a cohesive, client-centered onboarding experience.
Identify and implement process improvements to reduce friction, enhance control, and strengthen compliance frameworks.
Monitor and manage risk exposure across the onboarding lifecycle, maintaining tight control over governance and procedures.
Establish and review performance reporting to track SLAs, quality metrics, and client satisfaction trends.
Serve as the primary liaison across departments, ensuring issues are resolved quickly and effectively without compromising client experience or compliance integrity.
Proven experience managing client onboarding and operational processes within commercial, private, or institutional banking.
Deep understanding of KYC, AML/BSA, documentation, and regulatory requirements.
Strong leadership and communication skills with the ability to collaborate across functions and influence decision-making.
Detail-oriented with a proactive approach to risk management and control optimization.
Tech-savvy mindset with an interest in process automation, workflow design, and data-driven reporting.
Lead a mission-critical function that defines the client experience and operational reputation of the firm.
Work within a collaborative, forward-thinking environment that values innovation and execution.
Gain exposure to senior leadership and enterprise-level initiatives shaping the bank’s growth.
Competitive compensation, high visibility, and tangible impact.