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Jobs(31,341)/Onboarding Specialist Role(119)/slash-financial (4) - Onboarding Analyst
slash-financial

slash-financial - Onboarding Analyst

Remote - USA *$60k - $70k2mo ago
RemoteNABankingOnboarding SpecialistCustomer OnboardingDue DiligenceDocumentation

Requirements

• High agency and a strong sense of ownership. You proactively identify problems, take initiative, and follow through without needing constant direction. • Strong attention to detail and analytical skills, with the ability to make thoughtful, risk-based decisions. • Clear written and verbal communication skills. • Comfortable working in a fast-paced, evolving startup environment where processes continue to improve over time. • Exposure to AML, customer onboarding, compliance, fraud, or risk operations is a plus, but not required. We'll teach you the technical aspects — you bring the drive to learn and execute.

Responsibilities

• Review new customer onboarding applications for completeness, accuracy, and compliance with internal and bank partner requirements. • Verify customer identities and business documentation as part of KYC/KYB onboarding. • Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD). • Conduct sanctions, PEP, and adverse media screening during the onboarding process. • Assess AML and onboarding risk and escalate higher-risk applications when appropriate. • Communicate with customers and internal teams to obtain additional documentation or resolve onboarding issues. • Maintain accurate onboarding records, audit trails, and compliance documentation.

Benefits

• Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • This is a fast-paced, client-facing onboarding role. What experience do you have guiding customers through onboarding, training, or implementation? Why do you think you'd succeed in this environment?

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