If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

THE QUALIFICATIONS

• Entrepreneurial sense of ownership & accountability of client onboarding.
• Product knowledge to assist with onboarding all product types.
• Strong collaboration w/CSPs & relationship teams.
• Clear & warm communication w/client for a first-class client experience.
• Documentation expertise & organization to onboard all client/entity types.
• Deep understanding of entire onboarding process including upstream/downstream steps & impacts.
• Critical thinking to effectively communicate and make informed decisions.
• High School Degree or equivalent with three (3) years of customer service experience.
  This is the pay range that Magnit reasonably expects to pay for this position: $38.25/hour - $41.01/hour
  Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE

Work Authorization : Green Card, US Citizen, Other valid work visa
Preferred years of experience : 3 years
Travel required : No travel required

• Coordinates communication between frontline, middle office, and TMOS colleagues
• Meets with prospective clients in prospect relationship meetings *
• Onboarding documentation & paperwork collection
• Review onboarding package to ensure completion and accuracy
• Create CIS record(s) for new clients
• Perform/Validate KYC completion
• Submits new deposit account requests for processing
• Treasury management maintenance requests (e.g. Positive Pay/Agilink)
• Request & confirm new account(s) is opened correctly, all products and ancillary services have been received.
• KYC periodic reviews and refreshes.
• Responsible for shepherding the onboarding process for new accounts and initiating any follow ups needed to ensure the new account is opened and products/services have been delivered to the client