Onboarding Analyst

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment

As an Onboarding Support Specialist within our international onboarding team you will report to a Senior Associate or Manager. Your responsibilities include facilitating seamless client onboarding ensuring accurate requests and adhering to policies to mitigate risks. You will collaborate with bankers clients and product partners setting the tone for international market expansion.

Job responsibilities:

• Collaborate with the Subsidiary Banking team and clients to provide comprehensive support for client onboarding processes ensuring seamless communication and coordination and assisting with new account services and product setups by validating specific needs.
• Understand the Payments product offerings and collaborate with Product partners to update checklists for new product configurations translating client requirements into actionable configuration needs to meet their specific requirements.
• Maintain clear and effective written and oral communication with internal stakeholders addressing inquiries and complex problem-solving discussions while negotiating and escalating issues on behalf of client-facing colleagues and their clients when necessary.
• Monitor the progress of submitted implementation requests escalating if they are not executed within the expected SLA while identifying opportunities for process improvements to eliminate exceptional/manual processes and investigating and resolving generic and complex issues by uncovering underlying or hidden problems and patterns.
• Partner with stakeholders from the Transformation and Product organizations to perform user testing or platform enhancement testing for internal tools and platforms.
• Act as a liaison between the Relationship team Operations Treasury Management Sales and Implementations to deliver exceptional service to clients the department and the firm.
• Ensure the accuracy of onboarding requests and maintain accountability by adhering to established policies procedures and practices to mitigate risks of data breaches and incorrect setups thereby preventing potential complaints.
• Prioritize daily tasks to maximize productivity using strong time management and organizational skills.

Required qualifications skills and capabilities:

• At least 3 years of experiencein any combination of the following areas: operations project management accounting technology analytics training or process improvement with exposure to client interactions. We value diverse professional backgrounds.
• Team Collaboration and Adaptability:Work effectively with cross-functional teams and thrive in a fast-paced dynamic environment.
• Communications Skills:Excellent communication skills both written and verbal.
• Attention to Detail:Ensure accuracy and compliance with policies
• Time Management:Prioritize tasks and meet deadlines efficiently.
• Problem-Solving and Customer Focus:Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
• Risk Management:Identify and mitigate potential risks.
• Technical Aptitude and PC Proficiency:Ability to quickly learn and adapt to new technologies. Proficient in PC skills including Word Excel and PowerPoint for effective communication and presentation. We encourage candidates eager to enhance their digital literacy and adapt new tools.
• Professionalism:Maintain integrity in all interactions.
• Continuous Improvement:Proactively seek process improvements and innovation.

Preferred qualifications skills and capabilities:

• Project Management:effectively plan execute and oversee projects. Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes.
• Project Tracking:Familiarity with tools that help keep track of changes and progress in projects.
  We value those who are open to learning these systems.
• Software Tools:Experience with programs that assist in managing projects and design work. We support those who have used any such tools and are open to adapting and growing.
• Coding Knowledge:Familiarity with computer languages like Python or JavaScript. We
  appreciate anyone who has some coding experience and is willing to learn more.
• Website Creation:Experience in building websites. We value those who are interested in web technologies and want to expand their skills.