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Centralized Account Opening Jobs (NOW HIRING)

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

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 ...

Td

Principal Review Analyst - Charlotte, NC

Ramsey, NJ

$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

Princeton, 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

Exton, PA · 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

New York, NY · 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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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 Sep 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 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 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 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 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 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 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $48,812 per year, or $23.5 per hour.

Premier Client Services Associate

East West Bank

Pasadena, CA • On-site

$20/hr

Full-time

Re-posted 14 days ago

Key responsibilities

  • Assist Relationship Managers with the new account opening process and coordinate with Centralized Relationship Services to collect required documents.

  • Provide sales support by preparing documents, researching, pulling reports, and maintaining communication with clients and prospects.

  • Coordinate with CRS to perform daily commercial account maintenance tasks such as fund transfers, stop payments, account onboarding, and troubleshooting.

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

117th of 174 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
  • Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
  • Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
  • Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
  • Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
  • Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
  • Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
  • Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
  • Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
  • May perform other duties as assigned.

Qualifications
  • High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
  • Familiar with new account opening process and commercial account structures.
  • Possess basic knowledge of loan operations.
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
  • Strong customer service contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Strong organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Possess math aptitude with ability to grasp general accounting and financial concepts.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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