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Client Onboarding Banking Jobs (NOW HIRING)

Servbank

Client Onboarding Specialist

Oswego, IL · On-site

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for ... Founded in 1994, Servbank is a banking institution with local roots and national reach. We were ...

Servbank

Client Onboarding Specialist

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for ... Founded in 1994, Servbank is a banking institution with local roots and national reach. We were ...

Northern Trust

Client Onboarding Specialist

Chicago, IL · On-site

$60K - $100K/yr

... banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful ... Core Responsibilities Client Onboarding & Project Coordination Serve as the primary coordinator for ...

Northern Trust

Client Onboarding Specialist

Chicago, IL · On-site

$60K - $100K/yr

... banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful ... Client Engagement & Onboarding Experience • Deliver a high-touch, white-glove onboarding ...

E2E UK

Client Onboarding Consultant

Kansas City, MO · On-site

$90 - $120/hr

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

Northern Trust

Client Onboarding Specialist

Chicago, IL · On-site

$60K - $100K/yr

... banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful ... Client Engagement & Onboarding Experience • Deliver a high-touch, white-glove onboarding ...

BBVA

Client Onboarding Senior Analyst

New York, NY · On-site

$100K - $110K/yr

Focusing on our registered Broker-Dealer entity within Global Corporate & Investment Banking (CIB ... Minimum of 2-4 years of experience in KYC, client onboarding, or client experience within CIB ...

PNC Bank

Client Onboarding Associate

Phoenix, AZ · On-site

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

PNC

Client Onboarding Associate

Phoenix, AZ

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

e2E LLC

Client Onboarding Consultant

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

e2E, LLC

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

e2E

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

Renasant Bank

Client Onboarding Specialist

New Orleans, LA · On-site

$50K - $65K/yr

Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. The Client Onboarding Specialist will support activities ...

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Client Onboarding Banking information

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$14

$32

$53

How much do client onboarding banking jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client onboarding banking in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What is client onboarding in banking?

Client onboarding in banking is the process by which a bank or financial institution establishes a new relationship with a customer. This involves verifying the client's identity, conducting due diligence (such as KYC and AML checks), collecting necessary documentation, and setting up the appropriate accounts or services. The goal is to ensure compliance with regulatory requirements while providing a smooth and efficient experience for the new client. Effective client onboarding helps build trust and lays the foundation for a long-term banking relationship.

What are some common challenges faced during the client onboarding process in banking, and how can new hires effectively address them?

Client onboarding in banking often involves navigating complex regulatory requirements, managing tight timelines, and ensuring accurate documentation from clients. New hires may encounter challenges such as delays due to incomplete information or evolving compliance standards. To address these issues effectively, it’s important to communicate clearly with clients, stay updated on regulatory changes, and collaborate closely with compliance, legal, and relationship management teams. Leveraging checklists and digital tools can also help streamline the process and reduce errors.

What are the key skills and qualifications needed to thrive as a client onboarding banking professional, and why are they important?

To thrive as a Client Onboarding Banking professional, you need a strong understanding of banking regulations, customer due diligence, and account opening procedures, typically supported by experience in financial services or a relevant degree. Familiarity with onboarding platforms, KYC/AML compliance systems, and document management tools is critical. Exceptional attention to detail, communication skills, and client-focused problem-solving help build trust and streamline processes. These skills and qualities ensure accurate, efficient onboarding while maintaining regulatory compliance and enhancing the client experience.

What is the difference between Client Onboarding Banking vs Client Support Banking?

AspectClient Onboarding BankingClient Support Banking
Primary FocusNew client registration and account setupAssisting existing clients with inquiries and issues
Required SkillsKnowledge of banking products, compliance, customer verificationCustomer service, problem-solving, communication skills
Work EnvironmentFront-line, client-facing, often in branch or onlineSupport centers, call centers, or online channels
CertificationsBasic banking certifications, compliance trainingCustomer service certifications, banking knowledge

While both roles involve working within banking, Client Onboarding Banking focuses on bringing new clients into the bank and setting up their accounts, requiring compliance and verification skills. Client Support Banking, on the other hand, centers on assisting existing clients with ongoing issues or questions, emphasizing customer service and problem resolution.

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Cities with the most Client Onboarding Banking job openings:

What states have the most Client Onboarding Banking jobs?

States with the most job openings for Client Onboarding Banking jobs include:

What job categories do people searching Client Onboarding Banking jobs look for?

The top searched job categories for Client Onboarding Banking jobs are:

Client Onboarding Banking jobs near you
Infographic showing various Client Onboarding Banking job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Specialist

Servbank

Oswego, IL • On-site

Full-time

Re-posted 5 days ago

Job description

Description:

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation, and relationship documentation. This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and internal stakeholders.


About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.


Key Responsibilities

Client Onboarding & Account Opening

· Manage onboarding for new commercial relationships, including deposit accounts and treasury management services

· Coordinate the setup of account structures and service configurations

· Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services

Documentation & Compliance

· Review and validate all required documentation in accordance with CIP/CDD and internal policies

· Prepare, generate, and distribute account opening and TM service agreements for client execution

· Ensure proper collection, retention, and filing of documentation for audit and compliance purposes

· Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements

Client & Internal Communication

· Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients

· Coordinate directly with clients to gather information, clarify requirements, and provide status updates

Process Coordination & Execution

· Manage the onboarding lifecycle from intake through implementation and handoff to support teams

· Track onboarding status and ensure all steps are completed within expected timelines

· Perform quality assurance checks on account setups and service configurations prior to client handoff 

Additional Responsibilities

· Support ongoing process improvements and documentation updates

· Provide backup support across onboarding, support, or operations functions as needed

· Perform other duties as assigned

Requirements:
  • 2+ years of experience in banking, treasury management or commercial onboarding
  • Strong understanding of business account opening and documentation review processes
  • Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
  • Strong attention to detail with a focus on accuracy and compliance
  • Ability to manage multiple onboarding requests simultaneously in a fast-paced environment

Work Location Requirement This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work.   

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.