Client Onboarding Specialist

We are looking for an experienced Client Onboarding Specialist to join the Truist Financial family! This position will be responsible for ensuring a seamless onboarding experience for our clients. We are looking for a customer-focused individual who has a knack for problem-solving and is attentive to detail. The ideal candidate should have a strong understanding of onboarding processes, customer service, and banking regulations. We are looking for someone who is passionate about delivering an exceptional customer experience!To be successful in this role, you should possess the following qualifications:• 2+ years of experience in customer service and client onboarding• Excellent communication and interpersonal skills• Proficiency with Microsoft Office applications• Knowledge of banking regulations and compliance• Ability to work in a fast-paced environment• Strong attention to detailIf you think you have what it takes to become a successful Client Onboarding Specialist at Truist Financial, we want to hear from you!

Responsibilities:

1. Develop onboarding processes and procedures to ensure a seamless and efficient onboarding experience for clients.
2. Conduct research to ensure compliance with banking regulations and adherence to customer service standards.
3. Manage customer data and documentation to ensure accuracy and completeness.
4. Provide assistance and guidance to clients during the onboarding process.
5. Answer inquiries from clients in a timely and professional manner.
6. Monitor onboarding process to identify and resolve any issues or delays.
7. Communicate effectively with internal and external stakeholders to ensure successful onboarding.
8. Maintain accurate records and provide reports as needed.
9. Stay up-to-date with industry trends and regulations.
10. Develop and implement customer service initiatives to improve customer experience.

According to JobzMall, the average salary range for a Client Onboarding Specialist in Atlanta, GA, USA is between $51,000 and $90,000 per year. This range is dependent on the individual's qualifications, experience, and the company's needs.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.