About The Position

The Account Setup Support and Enablement Analyst supports Business Banking Operations by facilitating the onboarding and setup of new business deposit accounts. This role is responsible for delivering a high-quality client experience while ensuring accuracy, compliance, and timely processing of account setup activities. The analyst partners with internal teams and clients to manage account intake, documentation review, and system booking, while proactively identifying and resolving operational issues.

Requirements

  • High school diploma or equivalent
  • Typically five or more years of customer service experience

Nice To Haves

  • Experience in business banking or deposit account operations
  • Familiarity with account opening and onboarding processes for business clients
  • Experience working with internal banking systems used for account setup or servicing
  • Demonstrated ability to manage competing priorities in a high-volume environment
  • Strong communication and collaboration skills across multiple teams
  • Attention to detail and accuracy in reviewing and processing documentation
  • Strong organizational and time management skills
  • Ability to work independently while contributing to a team environment
  • Effective problem-solving and critical thinking skills
  • Customer-focused mindset with the ability to deliver a professional client experience

Responsibilities

  • Process new business banking account requests, including checking, savings, and money market accounts, ensuring completeness and accuracy of documentation
  • Review account applications and supporting materials for compliance with internal policies, procedures, and regulatory requirements
  • Coordinate account setup activities, including client communication, document collection, and digital signature processes
  • Complete account booking within internal systems following established procedures
  • Serve as a point of contact for internal partners and business banking clients, responding to inquiries and resolving operational issues
  • Maintain strong working relationships with stakeholders, including relationship managers and internal operational teams
  • Proactively identify potential risks, process gaps, or compliance concerns and escalate as appropriate
  • Support client onboarding and ongoing servicing activities by providing timely updates, training, and follow-up communication
  • Manage a high volume of requests by prioritizing tasks and balancing new and existing work items
  • Contribute to process improvements, including adoption of digital tools and enhancements to operational efficiency

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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