Commercial Client Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Lead onboarding process for complex commercial deposit relationships
• Coordinate the collection and review of required documentation, including entity formation documents, signer authority, and beneficial ownership details
• Serve as a strategic coordinator for complex customers allowing bankers to grow, manage, and retain commercial client relationships
• Broad support across lending, deposits, servicing, reporting, and banker enablement
• Ensure onboarding packages are complete, accurate, and prepared for account setup and booking in accordance with bank standards
• Provide customer training and onboarding support
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Maintain clear status updates and documentation of decisions, approvals, and outstanding items throughout the onboarding process
• Analyze and document complex ownership structures, including layered ownership and multiple controlling parties
• Explain onboarding requirements in a clear and practical way to support a smooth client experience
• Coordinate client communications with the Relationship Manager as appropriate to maintain alignment and reduce friction
• Build rapport and exhibit good listening skills in customer interactions
• Exhibit strong working knowledge of Know Your Customer and BSA AML requirements in the context of complex commercial onboarding
• Explain onboarding requirements in a clear and practical way to support a smooth client experience
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve documentation gaps to reduce rework and delays
• Manage timelines and proactively resolve