Client Onboarding Specialist

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