Hybrid Client Account Opening Specialist
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
- Work 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.
Key Responsibilities
- 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.
Qualifications
Required:
- 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.
Preferred:
- Bachelor’s degree or 100+ college credits in business, finance, or a related field.
- Experience supporting high-value commercial accounts and multi-entity relationships.
How to Apply
Email Your Resume: [email protected] Call Daisy: 562-471-732 Company DescriptionKelly helps companies recruit and manage skilled workers and helps job seekers find great work in industries such as accounting and finance, education, engineering, government, manufacturing and production, technology, and more. Since inventing the staffing industry in 1946, we’ve become experts in the many specialties and local and global markets we serve. With a network of suppliers and partners around the world, we connect 450,000+ people with work every year. We ensure companies have the people they need, when and where they’re needed most. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Apply tot his job Apply To this Job