
Description
If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.
The Opportunity
Onboarding Concierge (OC) Teamis a team dedicated to providing best-in-class, end-to-end onboarding experience for clients. Responsibilities include E2E client onboarding, prospect inquiries, new deposit account creation and acts as the SME for all onboarding requirements and documentation. They are a partner to the frontline relationship team and support requests for both new-to-bank and existing clients.
The Responsibilities
- Coordinates communication between frontline, middle office, and TMOS colleagues
- Meets with prospective clients in prospect relationship meetings *
- Onboarding documentation & paperwork collection
- Review onboarding package to ensure completion and accuracy
- Create CIS record(s) for new clients
- Perform/Validate KYC completion
- Submits new deposit account requests for processing
- Treasury management maintenance requests (e.g. Positive Pay/Agilink)
- Request & confirm new account(s) is opened correctly, all products and ancillary services have been received.
- KYC periodic reviews and refreshes.
- Responsible for shepherding the onboarding process for new accounts and initiating any follow ups needed to ensure the new account is opened and products/services have been delivered to the client
The Qualifications
- Entrepreneurial sense of ownership & accountability of client onboarding.
- Product knowledge to assist with onboarding all product types.
- Strong collaboration w/CSPs & relationship teams.
- Clear & warm communication w/client for a first-class client experience.
- Documentation expertise & organization to onboard all client/entity types.
- Deep understanding of entire onboarding process including upstream/downstream steps & impacts.
- Critical thinking to effectively communicate and make informed decisions.
- High School Degree or equivalent with three (3) years of customer service experience.
This is the pay range that Magnit reasonably expects to pay for this position: $38.25/hour - $41.01/hour
Benefits: Medical, Dental, Vision, 401K
QUALIFICATION/LICENSURE
Work Authorization : Green Card, US Citizen, Other valid work visa
Preferred years of experience : 3 years
Travel required : No travel required
Shift timings :
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