Job Description

The Client and Onboarding Services (COS) group is responsible for driving and coordinating all aspects of the setup for custom card and cash management services including working with key internal partners to ensure a best in class experience for clients.


As an Analyst in the Client and Onboarding Services (COS) group, you will be responsible for promoting and coordinating all aspects of the setup for custom card and cash management services. This role provides an opportunity to work closely with key internal partners to ensure a best in class experience for our clients.

Job Responsibilities:

Set clear expectations by establishing timelines and managing documentation. Ensure client satisfaction by taking ownership of the onboarding experience. Manage internal communication and provide status updates. Meet deal deliverables by addressing implementation issues and holding owners accountable. Apply creative problem-solving and sound decision-making. Adhere to policies and procedures, meeting or exceeding Service Level Agreements. Maintain risk awareness, escalating and resolving issues promptly, while collaborating with internal clients and partners

Required Qualifications, Skills and Capabilities:

Possess 3 years of relevant experience, with a college degree in accounting, business, finance, or equivalent experience in financial institutions. Exhibit excellent communication skills, both written and verbal, and demonstrate a professional presence adaptable to changing needs. Highly organized, able to manage competing priorities, and proficient in Microsoft Office Suite, with strong logical, analytical skills, and attention to detail. * Experienced in client-facing roles in institutional banking, with proven problem-solving abilities and a relentless aptitude for learning new industry knowledge and products.