Lewis James Professional

Onboarding Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an Onboarding Specialist for a contract opportunity with a financial services client.


  • Proactively communicate with clients and business/operations partners to coordinate and drive implementation efforts on behalf of the client.
  • Function as the primary liaison between the client, internal operations, 3rd party vendors, technical, and other areas throughout the implementation cycle.
  • Utilize internal and external business resources to resolve implementation issues effectively, maintain deadlines, and meet client needs.
  • Provide visibility and transparency regarding implementation status to the client’s deal/coverage team throughout.
  • Maintain open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.
  • Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners and directly or indirectly the client.
  • Adheres to Treasury Agreements and documents policies.
  • Support key merger and acquisition strategy for Onboarding processes, applications, systems, and delivery.


  • High School or Equivalent.
  • 6 or more months in Treasury Operations, bank operations, or other related industry experience.
  • Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
  • Proficient in MS Excel, MS Office, Internet, and MS Outlook.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3508. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3508. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V