Remote Commercial Onboarding Specialist

Servbank; United States; Remote; USD 55,000 - 90,000; Full time

Job summary

Servbank is seeking a Client Onboarding Specialist to manage end-to-end onboarding for commercial clients, coordinating deposit accounts and treasury management service implementations. You will work with Treasury Management Officers, Commercial Operations, and support teams to ensure a smooth, compliant onboarding experience for clients and internal stakeholders.

The role emphasizes attention to detail, compliance, and the ability to manage multiple onboarding requests in a fast-paced

Qualifications

• 2+ years of experience in banking, treasury management or commercial onboarding.
• Strong understanding of business account opening and documentation review processes.
• Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
• Strong attention to detail with a focus on accuracy and compliance.
• Ability to manage multiple onboarding requests simultaneously in a fast-paced environment.

Responsibilities

• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned

Job description

Servbank is seeking a Client Onboarding Specialist to manage end-to-end onboarding for commercial clients, coordinating deposit accounts and treasury management service implementations. You will work with Treasury Management Officers, Commercial Operations, and support teams to ensure a smooth, compliant onboarding experience for clients and internal stakeholders.

The role emphasizes attention to detail, compliance, and the ability to manage multiple onboarding requests in a fast-paced