Client Services Onboarding Specialist I

Job description

Job Title: Client Services Onboarding Specialist I Location: Carmel Valley What you'll do: As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards. You will document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision. You will work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities. - Responsible for supporting Client Services Onboarding Specialist Team Lead with onboarding several customers in different stages of the boarding and transition process. - Effectively manage the onboarding process for each customer, constantly reaching out to the customer to transition them by following...