Vice President, Client Onboarding & Operational Services

A leading commercial bank is seeking a Vice President, Client Onboarding & Operational Services to own and elevate the client experience from first introduction through account activation. You’ll oversee all onboarding activities—
KYC, BSA/AML, documentation, and account establishment
—while driving efficiency, mitigating risk, and ensuring a seamless transition into ongoing relationship management.

This is a hands‑on leadership role that demands operational rigor, regulatory fluency, and a sharp focus on client satisfaction. You’ll be the connective tissue between relationship teams, compliance, and operations—ensuring every new client feels the precision and professionalism of a best-in-class institution.

• Lead the end-to-end client onboarding process
  , ensuring all operational and documentation requirements are met with accuracy and speed.

• Oversee KYC, BSA/AML, and document validation in full compliance with internal policies and regulatory standards.

• Partner with Relationship Management, Treasury, Credit, and Operations to deliver a cohesive, client-centered onboarding experience.

• Identify and implement process improvements to reduce friction, enhance control, and strengthen compliance frameworks.

• Monitor and manage risk exposure across the onboarding lifecycle, maintaining tight control over governance and procedures.

• Establish and review performance reporting to track SLAs, quality metrics, and client satisfaction trends.

• Serve as the primary liaison across departments
  , ensuring issues are resolved quickly and effectively without compromising client experience or compliance integrity.

• Proven experience managing client onboarding and operational processes within commercial, private, or institutional banking.

• Deep understanding of KYC, AML/BSA, documentation, and regulatory requirements.

• Strong leadership and communication skills with the ability to collaborate across functions and influence decision-making.

• Detail-oriented with a proactive approach to risk management and control optimization.

• Tech-savvy mindset with an interest in process automation, workflow design, and data-driven reporting.

• Lead a mission-critical function that defines the client experience and operational reputation of the firm.

• Work within a collaborative, forward‑thinking environment that values innovation and execution.

• Gain exposure to senior leadership and enterprise‑level initiatives shaping the bank’s growth.

• Competitive compensation, high visibility, and tangible impact.