Job Description
Job DescriptionDescription:
The Customer Onboarding Specialist is responsible for welcoming new clients, guiding them through the account or lease setup process, and ensuring a smooth and positive introduction to the company’s products and services. This role acts as the first point of contact for new customers, providing clear communication, support, and education to ensure early satisfaction and long-term engagement.
WE OFFER A FULL BENEFITS PACKAGE FOR ELIGIBLE EMPLOYEES INCLUDING:
- Medical, Dental, and Vision Insurance
- Life (Voluntary and Employer Paid) and Disability Insurance
- 401(K) with company match beginning with your first contribution.
- HSA and/or FSA, as applicable
- Paid Time Off, Sick Time, and Company Paid Holidays
- Employee Car Discount Program
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Make welcome calls and/or send onboarding communications to new clients, ensuring they understand account setup, payment processes, and available resources.
- Guide customers through documentation, account activation, and initial transactions.
- Answer customer questions and resolve initial inquiries promptly and professionally.
- Collaborate with Operations, Customer Service, and Collections teams to ensure accurate setup and compliance with internal policies and regulatory requirements.
- Maintain accurate records of onboarding interactions in CRM or loan/lease management systems.
- Monitor and report on onboarding metrics, such as completion rates, response times, and early customer satisfaction.
- Identify recurring onboarding issues and provide feedback to improve processes.
- Contribute to a positive customer experience by establishing trust and building strong client relationships from the start.
Requirements:
WORK ENVIRONMENT & PHYSICAL ABILITIES:
- Requires frequent sitting for prolonged periods of time in an office setting.
- Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment.
- Ability to communicate providing verbal feedback in a professional manner.
- Ability to receive and analyze data and input into the computer.
- Ability to lift up to 30 lbs.
- Normal range of hearing and vision.
REQUIRED EDUCATION, EXPERIENCE, KNOWLEDGE & SKILLS:
- Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
- 1–3 years of experience in customer service, client relations, or onboarding, preferably in banking, leasing, or equipment finance.
- Strong communication, problem-solving, and interpersonal skills.
- Ability to explain complex information clearly and professionally.
- Proficiency with CRM systems, loan/lease management software, and Microsoft Office Suite.
- Detail-oriented, organized, and able to manage multiple clients or tasks simultaneously.
PREFERRED SKILLS:
- Knowledge of equipment finance or banking operations.
- Familiarity with compliance requirements in financial services.
- Ability to work collaboratively with cross-functional teams.
JOB DETAILS:
- Type: Salary
- Compensation Range: $55,000 - $65,000
- Reports To: President
- Closing Date: When Filled
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