Global Banking & Markets Public, Goldman Sachs Select – Banking and Lending Onboarding Specialist, Analyst, Salt Lake City

Core Responsibilities

• Support clients through the onboarding of new securities-based loans and set up of GS Select savings accounts, ensuring timely and accurate processing across workflows.
• Manage a high-volume onboarding pipeline, tracking application status, driving timely progression, and proactively identifying and escalating delays or risks.
• Prepare, review, and validate client documentation and data inputs, ensuring completeness, accuracy, and adherence to operational controls and compliance requirements.
• Partner closely with Regional Banking Directors (RBDs) as well as Service and Operations teams to ensure coordinated execution and consistent advisor and client experience.
• Serve as a key point of contact to provide clear guidance on onboarding requirements, product processes, and platform best practices.
• Identify opportunities to streamline onboarding workflows, improve scalability, and enhance both advisor and client experience.

Requirements & Qualifications

• Experience: 1–3 years of experience in financial services, operations, or client servicing roles; exposure to lending products, deposit accounts, or onboarding workflows preferred.
• Strong ability to operate in a team-based, client-centric environment with shared goals.
• Strong ability to manage multiple concurrent workflows in a fast-paced, deadline-driven environment with a high degree of accuracy and ownership.
• Proficiency in Excel and operational systems; ability to quickly learn and navigate new platforms and tools.
• Clear and effective written and verbal communication skills, with the ability to simplify complex processes for internal and external stakeholders.
• High degree of precision when handling client data and documentation, with a strong understanding of risk and control principles.