Onboarding Documentation Specialist
BMO US(1 month ago)
About this role
The Onboarding Documentation Specialist executes end-to-end documentation processes to ensure accurate, compliant, and timely onboarding of commercial, capital markets, and middle market clients. The role maintains documentation integrity by enforcing regulatory, legal, and internal standards while managing workflows for deposit accounts, treasury services, and account/product implementation.
Required Skills
- Documentation Management
- Compliance
- Account Opening
- Treasury Services
- Risk Assessment
- Document Systems
- Microsoft Office
- Communication
- Collaboration
- Analytical Skills
Qualifications
- Bachelor's Degree in Business Administration, Finance, or Accounting
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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