Commercial Client Specialist

Job description

Location: Buckhead, GA JOB SUMMARY: The Commercial Client Specialist is responsible for leading the onboarding of complex commercial deposit relationships referred by Community/Commercial Banking partners. This role serves as the point of contact for onboarding, coordinating the collection and validation of required documentation, analyzing complex ownership structures, and partnering with internal teams to ensure compliance with Know Your Customer and BSA AML requirements. The role delivers a high quality, efficient onboarding experience for commercial clients. Will serve as a catalyst to accelerate achievement of client business goals by ensuring Commercial/Community Bankers, clients and business partners are connected through arranged meetings, coordinating events, business development planning and scheduling. ESSENTIAL DUTIES AND RESPONSIBILITIES: Commercial Client Servicing / Onboarding - Lead onboarding process for complex commercial deposit relationships - Coordinate the collection and review of required documentation, including entity formation documents, signer authority, and beneficial ownership details - Serves as a strategic coordinator for complex customers allowing ba...