The Customer Onboarding Coordinator assists with onboarding processes, distribution of product knowledge materials, and tools. Supports customer success team and initiatives to provide guidance and knowledge resources to customers that will facilitate the achievement of their business objectives using the organization's products and services. Being a Customer Onboarding Coordinator administers issue tracking processes and compiles customer feedback. Coordinates with internal teams to facilitate resources and training needed by customers. In addition, Customer Onboarding Coordinator prepares reporting and exhibits reflecting customer health and status. May require an associate degree or equivalent. Typically reports to a supervisor or manager. Being a Customer Onboarding Coordinator works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Working as a Customer Onboarding Coordinator typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.
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The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative I possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience.
The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative II gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Working as a New Customer Accounts Onboarding Representative II typically requires 1-3 years of related experience or may have 0 years of experience with additional training, or certification.
The New Customer Accounts Onboarding Representative III collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative III may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative III makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative III has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. Working as a New Customer Accounts Onboarding Representative III typically requires 3-5 years of related experience, or may have 2 years experience with additional training or certification.