Remote Commercial Onboarding Specialist (Treasury)

Servbank; Oswego Township (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Servbank is seeking a Client Onboarding Specialist to manage end-to-end onboarding for commercial clients, including deposit account setup, treasury management services implementation, and documentation coordination.

You'll collaborate with Treasury Management Officers, Commercial Operations, and internal teams to ensure a compliant, efficient onboarding experience for clients and stakeholders.

Qualifications

• 2+ years of experience in banking, treasury management or commercial onboarding.
• Strong understanding of business account opening and documentation review.
• Knowledge of treasury management products (ACH, wires, RDC, online banking).
• 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 setup of account structures and service configurations.
• Facilitate onboarding for products including online banking, ACH, wires, RDC, and IntraFi services.
• Review and validate all required documentation in accordance with CIP/CDD and internal policies.
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients.
• 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.

Skills

Banking experience

Treasury management knowledge

Onboarding knowledge

Attention to detail

Multitasking

Job description

Servbank is seeking a Client Onboarding Specialist to manage end-to-end onboarding for commercial clients, including deposit account setup, treasury management services implementation, and documentation coordination.

You'll collaborate with Treasury Management Officers, Commercial Operations, and internal teams to ensure a compliant, efficient onboarding experience for clients and stakeholders.