Client Onboarding Specialist

We need to output HTML fragment with sections: h3 headings for sections present: About the role? Actually we have Position Summary, Essential Functions & Responsibilities (which includes subparts), Qualifications & Skills, Potential Salary. Also maybe Benefits? Not present. Schedule? There's mention: Standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval). That's schedule info, so we can include a Schedule section. Benefits not mentioned. Pay: we have salary range, so include Pay section. We must not repeat job title as heading. No Job ID. Remove boilerplate: equal opportunity, drug free workplace, etc. Also remove navigation, cookie, legal, EEO, scam-warning, duplicated lines, application instructions. Also remove "For more information about the Bank, please visit the Bank’s website at MCBankNY.com." That's boilerplate? It's informational but maybe considered generic; but it's not required. We can keep if substantive? It's just a link; maybe drop as it's not essential. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The link is not those; but it's not essential. Safer to drop. We need to preserve all substantive information. So include details about bank, mission, etc. That's in first paragraph(s). That could be under "About the role"? Actually "About the role" is generic heading for role description. But we have Position Summary which is essentially about the role. Could use heading "About the role" or "Position Summary". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings where applicable. So we need sections: About the role (position summary), Responsibilities (essential functions), Qualifications & Skills (maybe combine Qualifications and Skills), Pay, Schedule. Possibly also Benefits? Not present. So we will output:

About the role

... position summary text ...

Responsibilities

• ... each responsibility ...

We need to break down responsibilities into list items. The responsibilities are many; we can group into bullet points summarizing each major duty but must preserve ALL substantive information; we cannot invent or summarize away detail. However we can break into multiple list items each covering a distinct responsibility, preserving details. Must not lose detail. So we need to capture each bullet from the text. Let's extract responsibilities from "Essential Functions & Responsibilities" section. It includes: - Account Opening & Client Onboarding - Work directly with clients and deliver a high-touch, white-glove onboarding experience of commercial accounts for sophisticated legal entity structures and complex ownerships, multiple affiliates and large account portfolios. - Own the end-to-end onboarding process for new and existing Commercial and Corporate Banking clients, from initial handoff through implementation, and training. - Coordinate onboarding engagements involving multiple legal entities, affiliates, operating accounts, controlled disbursement accounts, sub-accounts and Treasury Management services. - Support a wide range of clients and industry verticals. - Analyze organizational charts and entity structures to identify ownership, control, authorized signer, beneficial ownership, and documentation requirements. - Conduct onboarding kickoff meetings to validate the client’s legal entity structure, account requirements, Treasury Management products, digital banking access, implementation sequencing, and targeted completion dates. - Support specialized account structures and arrangements, including deposit account control agreements, reserved or restricted accounts, sub-account structures, escrow-related arrangements, zero-balance structures, concentration accounts, and other specialized commercial deposit solutions. - Review account documentation for completeness, accuracy, consistency, and alignment with approved account structures and client instructions. - Manage multiple client onboardings simultaneously while maintaining accuracy, responsiveness, and adherence to established service-level agreements. - Identify critical-path activities, implementation dependencies, missing information, and potential delays; proactively escalate issues and develop mitigation plans. - Maintain complete, accurate, and audit-ready onboarding records across applicable workflow, document management, account opening, and implementation systems. - Develop and maintain onboarding trackers, document checklists, and status reports. - Facilitate a structured transition to the appropriate servicing or relationship team following onboarding. - Treasury Management Product Onboarding - Possess a deep understanding of Treasury Management product configurations across payments, receivables, liquidity/sweeps, channels, reporting and digital banking. - Develop a detailed understanding of product configurations and explain available options, operational requirements, client responsibilities, processing timelines, transaction limits, approval controls, and service restrictions. - Recognize differences among payment methods and product capabilities and help clients understand which solutions best align with their workflows, control requirements, and transaction activity. - Communicate applicable product pricing, service fees, implementation charges, and contractual requirements in coordination with the Relationship Manager and/or Treasury Management Sales Officer. - Collaborate and follow through (or escalate, as the case maybe) with Digital operations team for correct and timely set-ups. - Validate account-to-product mapping and coordinate commercial digital banking enrollment, company setup, user creation, role assignment, entitlements, approval authorities, transaction limits, token or authentication setup, and account access. - Product & Digital Banking Training - Gain comprehensive knowledge of all products and online banking platform. - Participate in end-to-end product and platform training to effectively support clients after onboarding. - Conduct product demonstrations, guide clients through setup, troubleshoot client issues and answer questions related to features and functionality. - Stay up to date on new features and functionality to ensure clients receive accurate and relevant information - Conduct virtual or in-person demonstrations covering platform navigation, administration, reporting, transaction initiation, approvals, file uploads, exception management, alerts, and security features. - Deliver customized product and digital banking training to individual users, administrators, operational teams, and large client groups. Tailor training based on the client’s implemented products, organizational structure, user roles, technical sophistication, and operational workflows. - Clearly explain product features, functionality, cutoff times, processing expectations, security controls, and client administrative responsibilities. - Provide clients with applicable user guides, training materials, implementation documentation, security information, and support contacts. We need to preserve all these details. Could create list items for each bullet. That will be many but okay. Qualifications & Skills: list items. Qualifications & Skills paragraph includes: - College degree or equivalent work experience - Relevant experience in commercial banking, corporate banking, Treasury Management implementation, commercial account opening, deposit operations, client onboarding, or Treasury Management servicing. - Demonstrated experience working with Commercial or Corporate Banking clients and complex legal entity structures. - Working knowledge of commercial deposit accounts and Treasury Management products across payments, receivables, liquidity, fraud prevention, reporting, and digital channels. - Understanding of payment methods, processing requirements, product restrictions, cutoff times, transaction limits, approval controls, and fraud risks. - Experience reviewing organizational structures, ownership information, authorized signer arrangements, and commercial account documentation. - Familiarity with regulatory and policy requirements applicable to commercial account opening and onboarding. - Strong client-facing communication, presentation, facilitation, and training skills. - Exceptional organizational skills and attention to detail. - Demonstrated ability to manage multiple complex assignments simultaneously in a deadline-driven environment. - Ability to coordinate across multiple business areas and hold stakeholders accountable for deliverables. - Strong problem-solving, judgment, and escalation skills. - Proficiency with Microsoft Office applications and the ability to learn commercial banking, workflow, account opening, and digital banking systems. - Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do. - (duplicate line appears twice; we should deduplicate.) We need to avoid duplicated lines. So include each unique qualification once. Pay: we have salary range: Potential Salary: $75,000 - $105,000 annually. Also description about base wages etc. We should include that substantive info. So

Pay

...

Schedule: Standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval). So

Schedule

...

We should not include Benefits section. Now we need to output only HTML fragment, no markdown fences. Let's craft. First, About the role: combine the introductory paragraphs about the bank and position summary? The instruction: Use

for section headings (e.g. About the role, Responsibilities...). So About the role should contain the position summary and maybe bank description? The bank description is generic about the bank; but it's substantive info about the organization. Could include in About the role. We'll include the paragraphs describing MCB and the mission, plus the Position Summary. Let's extract: "Come Work With Us Metropolitan Commercial Bank (“MCB” or the “Bank”) is a New York City–based, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals. Founded in 1999, MCB operates banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well as in Great Neck on Long Island, New York, and Lakewood, New Jersey. The Bank recently expanded to Miami, Florida with their newest Brickell banking center. Metropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. The Bank has earned national recognition for its financial performance, innovation, and strategic growth. The Bank was named one of Newsweek’s Best Regional Banks in 2024 and 2025. Additionally, MCB recently received Editor’s Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel Banking and in 2026, the Bank earned Great Place To Work certification and received the Web Award Standard of Excellence for MCBankNY.com. We are a client-focused organization that values technological innovation and excellence. A strong technical mindset, AI fluency, and adaptive skills are essential for our employees to effectively contribute to our mission and drive our success. We foster human–AI teaming and strong governance to ensure technology is used responsibly and in alignment with Bank policies and procedures." Then Position Summary paragraph: "Position Summary The Client Onboarding Specialist is responsible for delivering a seamless, accurate, and timely onboarding experience for complex Commercial and Corporate Banking clients. The role serves as a primary point of contact throughout the onboarding lifecycle, coordinating commercial account opening, Treasury Management product implementation, digital banking requirements, and any required product installations and training. The role requires a strong understanding of commercial deposit products, Treasury Management solutions, digital banking capabilities, regulatory requirements, operational risk controls, and implementation dependencies. This individual acts as a trusted onboarding partner to the client and collaborates closely with Relationship Management, Treasury Management Sales, Product, Operations, Legal, Compliance, Risk, Information Security, and Client Service teams. Success requires exceptional organization, strong client communication, disciplined project management, attention to detail, and the ability to manage multiple complex implementations within established service-level agreements." We'll combine into About the role section. Now Responsibilities: we need to list each bullet as

. We'll group under

. We must ensure we don't lose any detail. We'll create many list items. Let's list them: 1. Work directly with clients and deliver a high-touch, white-glove onboarding experience of commercial accounts for sophisticated legal entity structures and complex ownerships, multiple affiliates and large account portfolios. 2. Own the end-to-end onboarding process for new and existing Commercial and Corporate Banking clients, from initial handoff through implementation, and training. 3. Coordinate onboarding engagements involving multiple legal entities, affiliates, operating accounts, controlled disbursement accounts, sub-accounts and Treasury Management services. 4. Support a wide range of clients and industry verticals. 5. Analyze organizational charts and entity structures to identify ownership, control, authorized signer, beneficial ownership, and documentation requirements. 6. Conduct onboarding kick