Business Onboarding Analyst

Tampa, Florida

Employer: Procom
Industry: 
Salary: Competitive
Job type: Part-Time
Business Onboarding Analyst
On behalf of our client in the Banking Sector, Procom is looking for Business Onboarding Analyst
Business Onboarding Analyst - Job Description
  • 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 fulfill 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 bank 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.
Business Onboarding Analyst - Mandatory Skills
  • General experience in Corporate Banking.
  • Knowledge and experience with client onboarding and account opening processes.
  • 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.
Business Onboarding Analyst - Preferred Skills
  • Experience with Agency & Trust products would be beneficial.
Business Onboarding Analyst - Assignment Start Date
ASAP - 4months to start
Business Onboarding Analyst - Assignment Location
Tampa, FL - Work Hybrid
Created: 2024-09-08
Reference: E1Fa9Y0eHuqQ
Country: United States
State: Florida
City: Tampa
ZIP: 33637

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