Client Onboarding Specialist

Metropolitan Commercial Bank (“MCB” or the “Bank”) is a New York City‑based, full‑service commercial bank providing tailored banking solutions to businesses, institutions, and individuals. Founded in 1999, MCB operates banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well as in Great Neck on Long Island, New York, and Lakewood, New Jersey. The Bank recently expanded to Miami, Florida with their newest Brickell banking center.

Metropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle‑market and corporate enterprises, private and public institutions, municipalities, and local government entities.

The Bank has earned national recognition for its financial performance, innovation, and strategic growth. The Bank was named one of Newsweek’s Best Regional Banks in 2024 and 2025. Additionally, MCB recently received Editor’s Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel Banking and in 2026, the Bank earned Great Place To Work certification and received the Web Award Standard of Excellence for

We are a client‑focused organization that values technological innovation and excellence. A strong technical mindset, AI fluency, and adaptive skills are essential for our employees to effectively contribute to our mission and drive our success. We foster human‑AI teaming and strong governance to ensure technology is used responsibly and in alignment with Bank policies and procedures. For more information about the Bank, please visit the Bank’s website at

The Client Onboarding Specialist is responsible for delivering a seamless, accurate, and timely onboarding experience for complex Commercial and Corporate Banking clients. The role serves as a primary point of contact throughout the onboarding lifecycle, coordinating commercial account opening, Treasury Management product implementation, digital banking requirements, and any required product installations and training. The role requires a strong understanding of commercial deposit products, Treasury Management solutions, digital banking capabilities, regulatory requirements, operational risk controls, and implementation dependencies.

This individual acts as a trusted onboarding partner to the client and collaborates closely with Relationship Management, Treasury Management Sales, Product, Operations, Legal, Compliance, Risk, Information Security, and Client Service teams. Success requires exceptional organization, strong client communication, disciplined project management, attention to detail, and the ability to manage multiple complex implementations within established service‑level agreements.

Standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval)

• Work directly with clients and deliver a high‑touch, white‑glove onboarding experience of commercial accounts for sophisticated legal entity structures and complex ownerships, multiple affiliates and large account portfolios.
• Own the end‑to‑end onboarding process for new and existing Commercial and Corporate Banking clients, from initial handoff through implementation, and training.
• Coordinate onboarding engagements involving multiple legal entities, affiliates, operating accounts, controlled disbursement accounts, sub‑accounts and Treasury Management services.
• Support a wide range of clients and industry verticals. Analyze organizational charts and entity structures to identify ownership, control, authorized signer, beneficial ownership, and documentation requirements.
• Conduct onboarding kickoff…