Client Onboarding Analyst 1

Publix Serving (Civica)

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Process client requests
System setup and maintenance
Respond to client inquiries
** The Client Onboarding Analyst 1 position at Publix Serving (Civica) is an entry-level role focused on processing client requests and maintaining banking operations. The ideal candidate will possess a foundational understanding of banking procedures, strong attention to detail, and effective communication skills. **

Job Summary

  • The Client Onboarding Analyst 1 is a trainee professional role responsible for processing client requests related to system setup, signatories' updates, and documentation lodgment.
  • Responsibilities include cooperating with internal partners for system maintenance, responding to inquiries, preparing documentation, and applying bank regulations while ensuring accuracy and adherence to deadlines.
  • The role requires a good understanding of processes, procedures, and systems, with a limited but direct impact on the business through the quality of tasks and services provided.

Matching Summary

Match Score: 75

** The Client Onboarding Analyst 1 position at Publix Serving (Civica) is an entry-level role focused on processing client requests and maintaining banking operations. The ideal candidate will possess a foundational understanding of banking procedures, strong attention to detail, and effective communication skills. **

Skills & Requirements

Must-have

  • Process client requests
  • System setup and maintenance
  • Respond to client inquiries
  • Apply bank regulations
  • High accuracy and effectiveness
  • Ensure client satisfaction

Nice-to-have

  • Flexibility, team spirit, loyalty
  • Suggest process improvements
  • Participation in trainings and projects

Key Requirements

  • Bachelor's/University degree or equivalent experience
  • Previous experience in financial services preferred
  • Knowledge of bank products
  • Customer communication experience
  • Knowledge on finances and banking
  • Good PC skills (Excel, Word)
  • Fluent in English (written and spoken)
  • Ability to work under pressure and meet deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter