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Centralized Account Opening Jobs (NOW HIRING)

TIAA

Trust Client Service Specialist-1

Charlotte, NC

$69K - $107K/yr

Participates in a variety of centralized operational trust activities including processing ... Reviews, approves, and processes money movement, account opening transaction, and ensures client ...

New

TIAA

Trust Client Service Specialist-1

Dallas, TX

$69K - $107K/yr

Participates in a variety of centralized operational trust activities including processing ... Reviews, approves, and processes money movement, account opening transaction, and ensures client ...

New

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 ...

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 ...

Td

Principal Review Analyst - Charlotte, NC

Ramsey, NJ · On-site

$72K - $117K/yr

... account opening * Performs all primary trade reviews for appropriateness, including solicited ... centralized control report activity used to issue inquiries to field supervisors and/or satisfy ...

Td

Principal Review Analyst - Charlotte, NC

Hartford, CT · On-site

$72K - $117K/yr

... account opening * Performs all primary trade reviews for appropriateness, including solicited ... centralized control report activity used to issue inquiries to field supervisors and/or satisfy ...

Wells Fargo

Transition Consultant

Saint Louis, MO · Hybrid

Provide assistance at all levels including onsite account opening, asset transfer, paperwork ... Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and ...

Td

Principal Review Analyst - Charlotte, NC

Boston, MA · On-site

$72K - $117K/yr

... account opening * Performs all primary trade reviews for appropriateness, including solicited ... centralized control report activity used to issue inquiries to field supervisors and/or satisfy ...

Td

Principal Review Analyst - Charlotte, NC

Charlotte, NC · On-site

$72K - $117K/yr

... account opening * Performs all primary trade reviews for appropriateness, including solicited ... centralized control report activity used to issue inquiries to field supervisors and/or satisfy ...

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Showing results 21-40

All JobsCentralized Account Opening Jobs

Centralized Account Opening information

See salary details

$29.5K

$48.8K

$61.5K

How much do centralized account opening jobs pay per year?

As of Aug 13, 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 August 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.

Assistant Customer Success Manager

Penn Community Bank

Bristol, PA • On-site

Full-time

Re-posted 28 days ago

Job description

Job description:
Essential Functions
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function
  • Manage daily function of Customer Success Specialists focusing on first call resolution, exhibiting leadership and communication to team while monitoring recordings - enforcing calls are answered in a knowledgeable manner while striving to exceed industry standards
  • Manage daily function of Business Development Specialists focusing on call campaign effectiveness including lead management and conversion success.
  • Serve as a point of contact for disgruntled customers, resolution and account retention in addition to exhibiting appropriate judgment in upward communication regarding department or employee concerns and conflict resolution
  • Display strong financial acumen, including knowledge of banking industry, products, and regulatory understanding and ensure policies and procedures balance appropriate compliance, risk management and actively participates and represents Retail Banking and the Customer Contact Center perspective on Customer Experience and Incident Response Committees
  • Contribute in the development of Team Member's skills and analytical capabilities through training, practice or outside education. Assure high levels of service and performance through coaching while developing and retaining talent reflective in mid-year and annual performance reviews
  • Identify opportunities to improve offerings to drive product adoption, deepen customer relationships, increase usage, and increase profitability
  • SME for branch network in addition to department serving as primary back up to Deposit Operations (Online Banking, ATM/Debit Cards, and all applicable facets of the bank)
  • Proficient Salesforce professional responsible for accurately tracking Sales goals and referrals
  • Zoom Contact Center Administrator with control over updating all channels of engagement including phone, chat, email and SMS queues, call recording management and extrapolating call analytics to compile KPI's and provide department performance data on a regular basis to Customer Success Manager.
  • Administrator for Online Account Opening, complying with all account opening policy requirements. Oversee agent approval process and maintenance.
  • Administrator for customer chat platform for both authenticated customers in online banking and prospective customers on external PCB site
  • Oversee completion of all wires, manage centralized bank wide fax requests, incoming customer form submissions, appointment requests, and opening and funding of QwickRate CD's for Finance and Accounting
  • Pilot duties as assigned by Customer Success Manager and provide strategic execution and leadership in support of the technology road map

Compliance
  • Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML).
  • Comply with all applicable regulations and Bank policies regarding employment and employment law.
  • Participate in annual compliance and other job-related training.

Relationships and Contacts
Internal: Reports to Retail Banking Director; Frequent communication with Cash Management and Deposit Operations; Timely communication with team members from all levels.
External: Frequent contact with customers and vendors.
Education and Experience
  • Four-year college degree in a related field preferred or equivalent work experience.
  • Three years call center experience, preferred in financial services
  • Minimum 2 years' supervisory experience

Skills and Competencies
  • Highly developed interpersonal and communication (written and verbal) skills with superior customer service acumen; ability to manage difficult customers in a professional and tactful manner
  • Exhibits high level of time management, prioritization, delegation and organizational skills while serving
  • Strong leadership and supervisory skills with ability to interact effectively with all levels of team members
  • Ability to use sound judgment when making decisions on behalf of the Bank
  • Proficient computer skills; including Microsoft Office suite and technical capacity to learn and manage third-party systems
  • Proficient understanding of banking, branch operations, deposit operations and compliance requirements of marketing and disclosures
  • Strong organizational skills; high level of attention to detail, ability to prioritize tasks, multi-task, problem solve and analyze information

Penn community Bank is an equal opportunity employer.

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