Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Banking Onboarding Specialist - Client Setup

WesBanco Bank Inc.

WesBanco Bank Inc. is seeking an Onboarding Specialist to support the Commercial Onboarding team by documenting new products and collaborating with clients. The role involves training team members and developing operational plans to enhance scalability and efficiency. Located predominantly remote within the Bank’s footprint, candidates should possess a high school diploma or GED, and two years of banking experience. Strong organizational and communication skills are essential. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Banking Onboarding Specialist - Client Setup in Uniontown, OH vacancy
  •  ...WesBanco Bank Inc. is seeking an Onboarding Specialist to support the Commercial Onboarding team. This role is fully remote within the Bank's footprint and requires a high school diploma...  ...new products and ensuring accurate client setup, along with assisting in training... 
    Remote work

    WesBanco Bank Inc.

    Defiance, OH
    4 days ago
  •  ...WesBanco Bank Inc. is seeking a full-time Onboarding Specialist to join their Commercial Onboarding team. This 100% remote position will involve supporting the documentation of new products...  ...effective communication with clients and team members. The ideal candidate... 
    Remote work
    Full time

    WesBanco Bank Inc.

    Ann Arbor, MI
    3 days ago
  • $21 - $24 per hour

     ...WesBanco is seeking an Onboarding Specialist to join their team in a fully remote capacity. This role involves...  ...Officers and clients with the onboarding of...  ...well as managing account setups and documentation. The...  ...minimum of two years of banking experience and excellent... 
    Remote work
    Hourly pay

    WesBanco

    Bowie, MD
    1 day ago
  •  ...WesBanco is seeking a full-time Onboarding Specialist to join the Commercial...  ...involves working closely with clients for product implementations while performing primarily remote functions. Candidates should have at least two years of banking experience and strong communication... 
    Remote work
    Full time
    Work at office

    WesBanco

    Bethlehem, WV
    2 days ago
  • $80k - $105k

     ...Cash Management Client Service - Associate Job Level...  ...financial services, including banking, leasing, securities,...  ...portals, positive pay, remote deposit, lockbox, and...  ...to clients. Assist with onboarding activities including initial client setup, platform training, and... 
    Remote work
    Full time
    Work at office
    Local area
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    Charlotte, NC
    2 days ago
  • PlainsCapital Bank is looking for a Treasury Management Client Onboarding Specialist in Dallas, Texas. This role focuses on onboarding clients with Treasury Management products, ensuring a personalized and efficient experience. The ideal candidate will have at least 1... 
    Local area

    PlainsCapital Bank

    Dallas, TX
    3 days ago
  • Stifel in the United States seeks a Treasury Management Onboarding Specialist I to facilitate opening new commercial bank accounts and maintain records across core banking systems. The role requires verifying client information for AML/KYC compliance, coordinating... 

    Stifel

    Saint Louis, MO
    3 days ago
  • $65k - $75k

    Cain-Watters- in Frisco, Texas, is seeking an Accountant for New Clients. This full-time role involves initial account setup, general ledger and bank reconciliations, and preparation of financial statements. Candidates must have over 10 years of accounting experience and... 
    Remote job
    Full time

    Cain-Watters-

    Frisco, TX
    3 days ago
  • $50 - $55 per hour

     ...Recruiter Subject Matter Expert – Recruitment, Banking & Financial Services | President Club...  ...Lake County, IL 60044 Work Arrangement Remote but in office for team meetings or business...  ...to state/federal employment laws and Client policies and practices for applicant tracking... 
    Remote work
    Contract work
    Work at office

    Mindlance

    Springfield, IL
    3 days ago
  •  ...Staffing Boston, MA Asset Management Banking Consulting Financial Services...  ...in place and has embraced the remote(new normal) model? Do you want to support clients we have had relationships with for...  ...data collection, client onboarding, and communication. Maintain continuous... 
    Remote work
    Base plus commission
    Temporary work
    Work at office

    The Ceres Group

    Boston, MA
    2 days ago
  •  ...specialized recruiting firm is seeking an Associate Bank Recruiter to find and prepare banking candidates for submission to clients. The role emphasizes building relationships,...  ...and proficiency in MS Office. This remote position allows for flexibility in development... 
    Remote job

    BritePros Medical Staffing

    Georgetown, TX
    1 day ago
  • $98.96k - $148.44k

    Citigroup Inc. is seeking a seasoned professional for their Banking, Credit and Investments platform in New York. This role is responsible for improving processes and ensuring a superior client experience by collaborating with various internal teams. Candidates should have... 
    Full time

    Citigroup Inc.

    New York, NY
    3 days ago
  • Scotiabank in Dallas seeks a Regulatory Onboarding Specialist to facilitate efficient onboarding of US Global Banking and Markets clients, ensuring compliance with KYC/AML regulations. The role requires 4-6 years of experience in financial services, a relevant Bachelor'... 
    Flexible hours

    Scotiabank

    Dallas, TX
    2 days ago
  • City National Bank of Florida is seeking a Client Services Specialist in Miami, Florida. This role requires managing client relations, ensuring satisfaction...  ...client service background. Responsibilities include onboarding clients, handling loan servicing requests, and... 

    City National Bank of Florida

    Miami, FL
    3 days ago
  •  ...seeks a seasoned professional in Miami for a vital role within the Banking, Credit, and Investments platform. The position emphasizes...  ...and providing in-depth expertise with substantial influence on client experiences. Candidates should possess 5-8 years of experience... 

    Citigroup Inc.

    Miami, FL
    4 days ago
  • $81.6k - $122.4k

     ...in Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will...  ...involves collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually... 
    Full time

    Citi

    Miami, FL
    4 days ago
  • Technical Onboarding Consultant - Banking Job #: 3020796 Location: Work‑from‑Home (Must be able...  ...Onboarding Consultant for a Banking client. The role will sit remotely with occasional in‑office visits...  .... The Sr. Technical Onboarding Specialist for Integration & Delivery (... 
    Remote work
    Full time
    Work at office
    Work from home

    Apex Systems

    Columbus, OH
    4 days ago
  •  ...services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service...  ...practices and ensure their technical setups are streamlined. You'll need excellent communication... 
    Remote work

    Guidant Financial

    Ogden, UT
    5 days ago
  •  .... is seeking a seasoned professional to improve processes and workflows within the Banking, Credit and Investments platform in Chicago. This role will involve ensuring a seamless client experience by working closely with sales teams and liaising with internal partners.... 

    Citigroup Inc.

    Chicago, IL
    3 days ago
  •  ...A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3... 
    Remote work

    Guidant Financial

    Florida, NY
    5 days ago
  •  ...Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing...  ...construction technology, especially the DESTINI Suite. A hybrid work setup is available, appealing to those interested in flexible... 
    Remote work
    Flexible hours

    Beck Technology Ltd

    Dallas, TX
    5 days ago
  •  ...services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should have at least 3... 
    Remote work

    Guidant Financial

    Fayetteville, NC
    5 days ago
  • $20 - $25 per hour

     ...alternative application process. Client Service and Accounting Specialist Full Time, Amherst, NY,...  ...of the nation’s largest banking clients as an extension...  .... Assist with onboarding and setup of new client accounts and...  ...larger computer monitors). REMOTE WORKSPACE REQUIREMENTS... 
    Remote work
    Hourly pay
    Full time
    Work at office
    Local area

    American Coradius

    Amherst, NY
    5 days ago
  • Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b Who We Are The Symicor Group is a boutique talent acquisition firm based in...  ...expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare... 
    Remote work
    Bank staff
    Local area

    BritePros Medical Staffing

    Georgetown, TX
    1 day ago
  •  ...services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to ensure client satisfaction... 
    Remote work

    Guidant Financial

    Flint, MI
    5 days ago
  •  ...across a wide range of banking law matters, and we’re...  .... Summary The HR Specialist‑Talent Acquisition Employee...  ..., ensuring a seamless onboarding experience, and...  ...logistics, including IT setup, training schedules and...  ...wellness program, PTO, remote work, and flexible schedules... 
    Remote work
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    2 days per week

    Premier Business Support

    San Diego, CA
    5 days ago
  •  ...A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The... 
    Remote work

    Guidant Financial

    Newport News, VA
    4 days ago
  • $60k

     ...leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead...  ...communications, and help clients with accounting setups, ensuring they feel supported. Ideal candidates... 
    Remote work

    Guidant Financial

    Phoenix, AZ
    5 days ago
  •  ...reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications to... 
    Remote work

    Guidant Financial

    Surprise, AZ
    5 days ago
  • RiverBank (RiverBank Holding Company) is seeking a Customer Onboarding Specialist in Washington, United States. This role involves supporting...  ...opening and onboarding processes while ensuring compliance with bank policies. The ideal candidate should possess 1-3 years of... 

    RiverBank (RiverBank Holding Company)

    Seattle, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Banking Onboarding Specialist - Client Setup. Be the first to apply!