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Centralized Account Opening Jobs (NOW HIRING)

Sunwest Bank

Centralized Services Specialist

Meridian, ID

$16.50 - $21.75/hr

Centralized Services Specialist Department: Centralized Account Services - 20 Reports to ... Open and maintain all types of client accounts, including updates (address changes, signature cards ...

Sunwest Bank

Centralized Services Specialist

Meridian, ID · On-site

$16.50 - $21.75/hr

Centralized Services Specialist Department: Centralized Account Services - 20 Reports to ... Open and maintain all types of client accounts, including updates (address changes, signature cards ...

Arthur Lawrence

United States-AP Specialist

Chicago, IL · On-site

$72/hr

Uber for Business centralized account launch * Tableau T&E reporting adoption Campaign * Ramp ... Ramp user trainings & open houses Skills Required * Skills: T&E experience and project management ...

Hyatt Hotels Corporation

Accounts Payable Manager

Moore, OK · On-site

$63K - $86K/yr

It's a place of outstanding rewards, where talent opens doors to exciting challenges in the ... Responsible for the centralized accounts payable function for over 200 business units processing ...

Avion Hospitality

Accounts Payable Manager

Plano, TX · On-site

$61K - $84K/yr

... centralized Accounts Payable function supporting a growing portfolio of more than 40 Marriott ... Own the month-end Accounts Payable close process, including accruals, reconciliations, open-item ...

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All JobsCentralized Account Opening Jobs

Centralized Account Opening information

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$29.5K

$48.8K

$61.5K

How much do centralized account opening jobs pay per year?

As of Aug 4, 2026, the average yearly pay for centralized account opening in the United States is $48,812.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $53,000.00 per year, depending on experience, location, and employer.

What key skills and qualifications are needed to excel in centralized account opening?

To thrive in Centralized Account Opening, you need strong attention to detail, knowledge of banking regulations, and experience with account management processes, often supported by a background in finance or business administration. Familiarity with core banking systems, document management software, and regulatory compliance tools is typically required. Excellent organizational skills, clear communication, and a high level of customer service help professionals stand out in this role. These skills ensure accuracy, regulatory adherence, and efficient onboarding of new clients, which are critical for operational success and customer satisfaction.

What is the difference between Centralized Account Opening vs Customer Service Representative?

AspectCentralized Account OpeningCustomer Service Representative
CredentialsBasic banking certifications, knowledge of account opening proceduresCustomer service skills, communication certifications
Work EnvironmentOffice-based, focused on onboarding processesCall centers, branch offices, direct customer interaction
Employer & IndustryBanking, financial servicesBanking, retail, financial services
Search & Comparison IntentUnderstanding account onboarding processesCustomer support and service roles

Centralized Account Opening specialists focus on streamlining the onboarding process for new clients within banking institutions, often working in dedicated teams. Customer Service Representatives handle ongoing client inquiries, support, and issue resolution. While both roles require strong communication skills, their primary functions and environments differ significantly.

What are some common challenges faced in a centralized account opening role, and how can they be managed?

Professionals in Centralized Account Opening often encounter challenges such as managing high volumes of account requests while ensuring accuracy and compliance with regulatory requirements. Time management and attention to detail are crucial, as errors can delay client onboarding or lead to compliance issues. Collaborating closely with compliance, sales, and operations teams helps streamline processes and resolve discrepancies quickly. Utilizing workflow management tools and staying updated on industry regulations can also help professionals stay organized and effective.

What is centralized account opening?

Centralized Account Opening is a process used by financial institutions to streamline and manage the opening of new customer accounts from a single, centralized location or team. This approach helps ensure consistency, compliance with regulations, and efficiency in processing account applications. By centralizing the account opening process, banks and other organizations can reduce errors, speed up onboarding, and provide better customer service. It also enables easier monitoring and reporting for regulatory purposes.
What job categories do people searching Centralized Account Opening jobs look for? The top searched job categories for Centralized Account Opening jobs are:
Centralized Account Opening jobs near you
Infographic showing various Centralized Account Opening job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,812 per year, or $23.5 per hour.

Centralized Services Specialist

Sunwest Bank

Meridian, ID

$16.50 - $21.75/hr

Full-time

Posted 21 days ago

Job description

Job Title: Centralized Services Specialist
Department: Centralized Account Services - 20
Reports to: Centralized Services Manager
Status: ☐ Exempt ☒ Non-Exempt
About the Role
The Centralized Services Specialist provides professional, technical, and administrative support to deposit clients across Sunwest Bank. This role is responsible for onboarding new accounts, maintaining existing accounts, and ensuring service levels are consistently met or exceeded.
You’ll partner cross-functionally with internal teams to deliver exceptional service to both internal and external customers while supporting a wide range of banking products and services.
Work Details
Schedule: Monday – Friday, 8:00 AM - 5:00 PM
Work Location: ☒ Onsite ☐ Hybrid ☐ Remote
Travel: None
What You’ll Do
  • Serve as the primary point of contact for deposit clients, resolving inquiries via phone and email
  • Open and maintain all types of client accounts, including updates (address changes, signature cards, check orders)
  • Provide first-level support for banking products and systems, including:
    • Online banking
    • Remote deposit capture
    • Lockbox services
    • Debit and purchasing cards
  • Troubleshoot technical and account-related issues and escalate when needed
  • Onboard specialty deposit clients, ensuring clear communication of unique setup requirements
  • Coordinate with vendors and internal teams to resolve client issues
  • Support fraud prevention efforts by escalating potential security concerns
  • Partner with Sales Officers to support complex client needs
  • Ensure required documentation and agreements are complete and compliant prior to implementation
  • Track client issues and identify opportunities for process or system improvements
  • Educating clients on account services, features, and capabilities
  • Assist leadership with projects, initiatives, and operational tasks
What We’re Looking For
Required Qualifications
  • 3+ years of banking experience, including account opening and customer support
  • Strong problem-solving and research skills for resolving complex issues
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office (Word, Excel)
  • Familiarity with Windows-based systems
  • Ability to operate a 10-key calculator
(Nice to Have)
  • Experience supporting Treasury Management and/or HOA/Property Management clients
  • Customer Service
Why You’ll Love Working Here
  • Team Culture
  • Growth Opportunities
  • Benefits or Perks
Posting Location(s):
  • Meridian Corporate Office / Operations Center; 660 E. Watertower St., Meridian, ID 83642
Physical Demands:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
☐Sedentary: Limited activity, no lifting, limited walking
☐Moderate: Mostly standing, walking, bending, frequent lifting
X-Light: Office work, some lifting, bending, stooping or kneeling, walking
☐Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.

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