Onboarding & Client Services Lead, Business Banking
Flagstar Bank
Flagstar Bank is seeking a Business Banking Specialist to lead client onboarding and ongoing servicing for business clients valued at $10M–$50M in annual revenue. The role operates within a pod with a BDO and RM, coordinating across internal teams to deliver a seamless client experience from day one. You will manage onboarding, product inquiries, and ongoing support, ensuring timely documentation, KYC compliance, and accurate CRM records for healthy portfolio growth. #J-18808-Ljbffr Flagstar Bank
$154.7k - $257.9k
...and optimization of all bank-wide payment... ...payment initiatives and client service delivery.Primary Responsibilities... ...rates, throughput)Lead root cause analysis... ...SLAsSupport vendor selection, onboarding, and ongoing... ...technologies that help grow the business lines supported....SuggestedFull timeWork experience placement- Job-ID: 82236Category: Client Service ManagementLocation: Lake... ...relationship anchor for enterprise banking clients, ensuring seamless onboarding experiences, consistent... ...)• Conduct quarterly business reviews and executive... ...& Client Activation• Lead white-glove onboarding experiences...SuggestedFull timeWork experience placementImmediate startWorldwideFlexible hours
$150k - $190k
...Citizen Green Card Our client is a fast-growing... ...touching every part of the business from internal systems... ...client-facing managed services.This is a high-... ...: payroll, contracts, onboarding, legal and tax coordination... ...ops, chief of staff, banking, or consulting rolesWorked...SuggestedFull timeBank staffFreelance$275k - $315k
At U.S. Bank, we’re on a journey to do our best. Helping... ...the customers and businesses we serve to make better... .... Bank’s Institutional Client Group (ICG) cultivates... ...trust through customized service and access to the bank’... ...banking business, leading a team of experienced Relationship...SuggestedFull timeLocal area3 days per week- Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors. You will serve as the primary contact for client service needs, ensuring accuracy of materials and timely responses, and promoting the bank’s comprehensive...Suggested
$275k - $315k
...At U.S. Bank, we’re on a journey to do our best. Helping... ...the customers and businesses we serve to make better... .... Bank’s Institutional Client Group (ICG) cultivates... ...trust through customized service and access to the bank’... ...banking business, leading a team of experienced Relationship...Temporary workLocal area3 days per week$145.9k - $243.1k
...serving the global financial services marketplace and the... ...firm with a separate business unit dedicated to the financial... ...side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets,... ...Services practice, you will lead and oversee corporate...Work experience placementSummer holidayWork at officeImmediate startFlexible hours3 days per week$119.33k - $149.16k
...combining global corporate cards and banking with intuitive spend... ...native automation and world-class service eliminate manual expense and... ...of Brex’s mission to power businesses through our Intelligent... ...funding source changes.Vendor onboarding. Getting Brex set up correctly...Work at officeRemote workWork from home$42k - $150k
Introduction Established in 1912, Bank of China is one of the... ...and global breadth provide our clients with a stable and reliable financial... ...Banking or our Trade Services, Commodities, Financial Institutions... ...and Global Markets lines of business. Overview The role of the...Work experience placementWork at office$112.1k - $225.5k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...financial data to assess business performance, investment opportunities... ...a consulting, advisory, banking, or corporate environment...Full timeWork experience placementInternshipLocal area- ...At WhiteTech, we empower businesses in the financial... ...PSP, e-commerce, and open banking platforms. With WhiteTech, clients gain access to a platform... ...PSP, enhancing your EMI services, or diving into open banking... ...lifecycle processes from onboarding through offboarding....Remote workFlexible hours
- ...using AI-powered technology and embedded banking. We're a fast-growing, venture-backed... ...Customer Operations Specialist to own customer onboarding, implementation, and day-to-day support.... ..., customer operations, or a similar client-facing role. Experience managing...
- ...commerce, making it radically simpler for businesses to sell, get paid, and operate across... ...settlement, liquidity positioning across our banking and custody footprint, and the funding... ..., documentation, escalations, and service issues.Document treasury procedures and...Temporary workLocal area
$95k - $190k
...DirectorMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...The Firm's employees serve clients worldwide including... ...is an independent legal and business venture within Morgan Stanley...Temporary workWork at officeWorldwideFlexible hours$205.7k - $278.2k
...customer outcomes within our Financial Services business. As a second line sales leader, you will be leading one of the following verticals (Banking, Payments, Capital Markets, Fintech... ...including support for the interview or onboarding process, please visit for more...WorldwideFlexible hours- ...scalable in financial services.AI Research sits... ...and responsibly.As Business Operations Lead, VP/ED, supporting AI... ...the team - hiring, onboarding, workplace, and culture... ...institutional and government clients under the J.P.... ...in investment banking, consumer and small...Work at office
$240k - $260k
...powers account opening and onboarding for banks across the country. Our team... ...head of product — and on the leads themselves. That’s not sustainable... ...and we know it.As our first Business Operations hire, you’ll... ...job is making sure every client concern has an owner, a plan...Interim roleBank staffWork at officeRemote work- ...global corporate cards and banking with intuitive spend... ...and world-class service eliminate manual expense... ...Brex’s mission to power businesses through our... ...Operations at Brex, you’ll lead a team at the center of... ...developing talent, improving onboarding, strengthening...Work at officeRemote workWork from home
- ...About CTBC Bank Established in 1966, CTBC Bank has been building... ...comprehensive suite of financial services. As of the end of 2025, the... ...profits, tier 1 capital, and client base. In addition, CTBC Bank has... ...foundation for regional business, providing international enterprises...Full timeWork at officeLocal areaRemote workOverseas
- STRATEGIC LEAD: Director-level leader accountable for Corporate Services strategy, governance and delivery across the New York... ..., with accountability for client experience, vendor governance,... ...aligned with GCSD standards and business priorities. Lead direct reports...Contract workLocal areaWorldwideFlexible hours
- ...opportunity to build and lead a high-performing... ...& Workplace Services team, you will lead... ...coverage with business volume, service demands... ...Lead onboarding, cross-training, and... ...institutional and government clients under the J.P.... ...leader in investment banking, consumer and...Full timeAll shiftsFlexible hoursAfternoon shift
- ...they can convert, spend, or withdraw. We are based around a founding team that came out of traditional banking. About the role You will run the hiring and onboarding machine — scheduling, offers, and the first 30 days — so engineering and ops can stay on the product. What...Remote job
$130k - $160k
...commerce, making it radically simpler for businesses to sell, get paid, and operate across... ...settlements, managing liquidity across our banking and custody network, and making sure... ...payments, banking, or regulated financial services ~ Deep understanding of settlement operations...Temporary workWork at officeLocal area3 days per week$84k - $202k
...- Sector Operations - Financial Services Senior Associate Intern you will... ...support advisory projects focused on business operations, process improvement, and client service within our Advisory... ...methods, and process efficiency across banking, insurance, and asset management...Summer workInternshipH1b$190k - $299.5k
A leading global bank is seeking a Sales Director for Trust and Securities Services in New York. This role focuses on building relationships, driving sales, and supporting client engagement with extensive banking products. The position offers a hybrid working model and...- Flex is building the AI-native private bank for business owners. We’re re-architecting the entire financial system for entrepreneurs-from... ...-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex's product suite...Live inImmediate startRemote workFlexible hours
$135.7k - $271.2k
...EstateSalary: 225000Posted: 2026-09-22 The Business and Client Services (BCS) Leader of Learning and... ...Learning Program Design & Delivery Lead the design and delivery of flagship learning programs (e.g., new hire onboarding, technical bootcamps, domain certifications...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$150k - $225k
...engine behind our Global Banking & Markets FICC &... ...comprises our two market-leading franchises,... ...Our Investment Banking business is built on a culture... ...idea generation and client service. We have earned our position... ..., invoicing, vendor onboarding, and contract paperwork...Full timeContract workTemporary workPart time$115.2k - $230k
...objectives. This position leads a team of four... ...policies, maintains strong banking relationships, and drives... ...resources and supporting business objectives. This... ...that optimize financial services and support treasury... ...impact on colleagues, clients and communities. Our...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$258k - $322k
...By combining global corporate cards and banking with intuitive spend management, bill pay... ...’s AI-native automation and world-class service eliminate manual expense and accounting... ...remote work!ResponsibilitiesBe a trusted business partner to the SVP Sales in owning and...Work at officeRemote workWork from home
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