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Client Onboarding Banking Jobs (NOW HIRING)

Mizuho Bank Ltd

Client Onboarding Associate / KYC

Manhattan, NY · On-site

$68K - $95K/yr

  • Medical

  • Dental

  • Retirement

Manage onboarding priorities to meet deadlines. * Create client records, ensuring alignment of ... Mizuho Americas is a leading provider of corporate and investment banking services to clients in ...

US Bank

Treasury Client Onboarding Project Manager

Englewood, CO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding ...

US Bank

Treasury Client Onboarding Project Manager

Tempe, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding ...

US Bank

Treasury Client Onboarding Project Manager

Tempe, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding ...

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Client Onboarding Banking information

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$32

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How much do client onboarding banking jobs pay per hour?

As of Aug 14, 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 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.

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.
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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 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Treasury Client Onboarding Project Manager

US Bank

Cincinnati, OH

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 360 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

We are seeking a dynamic and client-focused Project Manager to join our Treasury Client Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for new and existing Treasury Management clients.

The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new treasury services. The Project Manager role participates in the identification, design, development and implementation of assigned projects and will be the point of contact collaborating with internal and external partners to ensure successful and timely completion of projects. Responsible for guiding project teams through assigned initiatives and holding individuals accountable to deliverables and timelines.

Essential Functions
- Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.
- Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives.
- Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions.
- Monitor project progress, manage risks, and resolve issues to ensure successful outcomes with the use of project plans as needed.
- Solicit ongoing feedback from client, Relationship Manager, internal partners and servicing peers to identify areas of improvement.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically five to eight years of related experience

Preferred Skills/Experience
- Knowledge of Treasury Management or related financial services.
- Strong project management skills and expertise.
- Project management experience.
- Proficiency in Microsoft Office Suite.
- Strong communication, problem-solving, and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong executive presence, confidence partnering with a variety of levels within the organization.
- Demonstrated leadership and the ability to influence without authority.
- Background managing or servicing business clients, with an emphasis on an elevated client experience.
- Strong analytical and data interpretation skills.

Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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