Client Specialist
KellyPhoenix, AZ, US30+ days ago
Job type
- Full-time
Job descriptionWork behind the scenes on high-impact treasury services. Gain hands-on experience with complex commercial, consumer, and specialty deposit accounts. Collaborate with multiple internal teams to deliver seamless client onboarding. Support accounts often exceeding $40M in deposits and loans. Analyze and process complex deposit account opening and maintenance requests across multiple footprint states and international markets. Review and validate account documentation to ensure compliance with legal, procedural, and regulatory requirements. Manage commercial, consumer, and specialty deposit accounts while ensuring operational accuracy. Perform detailed analysis of documentation for trusts, escrows, property management accounts, and other sophisticated relationships. Ensure full compliance with AML, KYC, and internal risk policies. Identify and escalate potential fraud, account discrepancies, or high-risk activity. Utilize core banking platforms such as TRiO, HOGAN, and ECIS to manage servicing requests. Handle high-volume fulfillment, averaging 25 accounts per specialist per month, while maintaining department service levels. Support the successful onboarding and maintenance of high-value commercial relationships. Perform other duties as assigned to meet team objectives. 3+ years of banking or financial services experience, preferably in deposit account opening or treasury support. Strong understanding of legal, regulatory, and procedural documentation for complex accounts. Proficiency in MS Word, Excel, and online research tools. Excellent attention to detail, problem-solving skills, and communication abilities. High School Diploma or GED required. Bachelor's degree or 100+ college credits in business, finance, or a related field. Experience supporting high-value commercial accounts and multi-entity relationships.
Overview
Senior Professional Recruiter
- Assisting organizations and job seekers in navigating the complexities of today's dynamic job market.
Role : Client Account Opening Specialist
Location : Phoenix, AZ | Hybrid (3–4 days onsite)
Pay : $20 / hr
Contract : 6-Month with possible temp to hire
Are you a banking professional who thrives in fast-paced environments and enjoys working with multi-million-dollar commercial accounts? Join the Payments Transformation Team as a Client Account Opening Specialist and play a key role in supporting high-value, high-revenue-generating customers.
Why You'll Love This Role
Key Responsibilities
Qualifications Required
Preferred
How to Apply
Email Your Resume : daid740@kellyservices.com
Call Daisy : 562-471-732
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Client Specialist • Phoenix, AZ, US
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