---
title: 'Client Onboarding Specialist at Metropolitan Commercial Bank'
canonical: 'https://feeny.ai/job/client-onboarding-specialist-metropolitan-commercial-bank-new-york-7esjajn2tbvx'
type: 'job'
last_seen: '2026-10-17'
---

# Client Onboarding Specialist at Metropolitan Commercial Bank

- **Company:** Metropolitan Commercial Bank
- **Location:** New York, NY
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-17
- **Apply:** https://job-boards.greenhouse.io/metropolitancommercialbank/jobs/4715564006

## Job description

Come Work With Us:

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 MCBankNY.com.

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 [MCBankNY.com](http://www.mcbankny.com/).

Position Summary:

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)

Essential Functions & Responsibilities

Account Opening & Client Onboarding

- 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 meetings to validate the client’s legal entity structure, account requirements, Treasury Management products, digital banking access, implementation sequencing, and targeted completion dates.
- Support specialized account structures and arrangements, including deposit account control agreements, reserved or restricted accounts, sub-account structures, escrow-related arrangements, zero-balance structures, concentration accounts, and other specialized commercial deposit solutions.
- Review account documentation for completeness, accuracy, consistency, and alignment with approved account structures and client instructions.
- Manage multiple client onboardings simultaneously while maintaining accuracy, responsiveness, and adherence to established service-level agreements.
- Identify critical-path activities, implementation dependencies, missing information, and potential delays; proactively escalate issues and develop mitigation plans.
- Maintain complete, accurate, and audit-ready onboarding records across applicable workflow, document management, account opening, and implementation systems.
- Develop and maintain onboarding trackers, document checklists, and status reports.
- Facilitate a structured transition to the appropriate servicing or relationship team following onboarding.

Treasury Management Product Onboarding

- Possess a deep understanding of Treasury Management product configurations across payments, receivables, liquidity/sweeps, channels, reporting and digital banking.
- Develop a detailed understanding of product configurations and explain available options, operational requirements, client responsibilities, processing timelines, transaction limits, approval controls, and service restrictions.
- Recognize differences among payment methods and product capabilities and help clients understand which solutions best align with their workflows, control requirements, and transaction activity.
- Communicate applicable product pricing, service fees, implementation charges, and contractual requirements in coordination with the Relationship Manager and/or Treasury Management Sales Officer.
- Collaborate and follow through (or escalate, as the case maybe) with Digital operations team for correct and timely set-ups. Validate account-to-product mapping and coordinate commercial digital banking enrollment, company setup, user creation, role assignment, entitlements, approval authorities, transaction limits, token or authentication setup, and account access.

Product & Digital Banking Training

- Gain comprehensive knowledge of all products and online banking platform. Participate in end-to-end product and platform training to effectively support clients after onboarding.
- Conduct product demonstrations, guide clients through setup, troubleshoot client issues and answer questions related to features and functionality.
- Stay up to date on new features and functionality to ensure clients receive accurate and relevant information
- Conduct virtual or in-person demonstrations covering platform navigation, administration, reporting, transaction initiation, approvals, file uploads, exception management, alerts, and security features.
- Deliver customized product and digital banking training to individual users, administrators, operational teams, and large client groups. Tailor training based on the client’s implemented products, organizational structure, user roles, technical sophistication, and operational workflows.
- Clearly explain product features, functionality, cutoff times, processing expectations, security controls, and client administrative responsibilities.
- Provide clients with applicable user guides, training materials, implementation documentation, security information, and support contacts.

Qualifications & Skills:

- College degree or equivalent work experience
- Relevant experience in commercial banking, corporate banking, Treasury Management implementation, commercial account opening, deposit operations, client onboarding, or Treasury Management servicing.
- Demonstrated experience working with Commercial or Corporate Banking clients and complex legal entity structures.
- Working knowledge of commercial deposit accounts and Treasury Management products across payments, receivables, liquidity, fraud prevention, reporting, and digital channels.
- Understanding of payment methods, processing requirements, product restrictions, cutoff times, transaction limits, approval controls, and fraud risks.
- Experience reviewing organizational structures, ownership information, authorized signer arrangements, and commercial account documentation.
- Familiarity with regulatory and policy requirements applicable to commercial account opening and onboarding.
- Strong client-facing communication, presentation, facilitation, and training skills.
- Exceptional organizational skills and attention to detail.
- Demonstrated ability to manage multiple complex assignments simultaneously in a deadline-driven environment.
- Ability to coordinate across multiple business areas and hold stakeholders accountable for deliverables.
- Strong problem-solving, judgment, and escalation skills.
- Proficiency with Microsoft Office applications and the ability to learn commercial banking, workflow, account opening, and digital banking systems.
- Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do.
- Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do.

Potential Salary: $75,000 - $105,000 annually

This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.

Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

MCB maintains a drug free workplace.

## About Metropolitan Commercial Bank

## Company Overview
- **One-liner**: Metropolitan Commercial Bank (MCB) is a New York State chartered commercial bank that provides business, commercial, and personal banking services to small and middle-market businesses, public entities, and affluent individuals, operating under the philosophy of "The Entrepreneurial Bank."
- **Entity Type**: Public (NYSE: MCB) — parent company is Metropolitan Bank Holding Corp.
- **Headquarters**: New York City, New York, USA
- **Founded**: 1999
- **Founders**: Not publicly available (the bank was founded in 1999; specific founder names are not listed on the corporate website)

## Core Business
- **Primary industry/industries**: Commercial Banking, Business Banking, Personal Banking, Specialized Banking (EB-5, Residential Healthcare, Real Estate Property Management, Government & Municipalities, Attorneys, Title & Escrow, Charter Schools)
- **Target customers**: Small and middle-market businesses, public entities, affluent individuals, real estate professionals, attorneys, charter schools, government entities
- **Mission or purpose statement**: "To help our clients build and sustain wealth through a relationship-focused approach, one client at a time." The bank's threefold mission includes: advancing a progressive model for commercial banking by combining new technologies with traditional practices; serving markets underserved by the ever-consolidating financial services industry; and acting with integrity always. [mcbankny.com](https://mcbankny.com/about-us/)

## Products & Services
- **Commercial Banking**: Full range of commercial lending, deposit, and treasury management services for businesses.
- **Personal Banking**: Personal checking, savings, and lending products for individuals.
- **EB-5 Investment Services**: Expert guidance and comprehensive financial solutions for EB-5 regional centers, developers, and investors.
- **Residential Healthcare Banking**: Specialized banking for residential healthcare facilities.
- **Real Estate Property Management**: Products like tenant security deposit services and technology solutions for property managers.
- **Government & Municipalities Banking**: Tailored products for daily operational needs and long-term strategic goals.
- **Digital Banking Solutions**: Online banking, mobile banking apps, and no-fee access to over 1 million ATMs worldwide.
- **Electronic Payments**: ACH payments and other electronic payment services.

## Market Standing
- **Valuation/Market Cap**: Not explicitly stated in available sources; as a publicly traded company (NYSE: MCB), market cap fluctuates. Check financial platforms for latest data.
- **Key Metric (Annual Revenue)**: As a public company, revenue is reported in SEC filings (10-K/10-Q). Specific annual revenue figures are not listed in the provided search results but are available in quarterly earnings reports on the investor relations page.
- **Notable Investors/Partners**: Listed on NYSE (MCB). The bank was named by Piper Sandler as one of the Bank & Thrift SMS-All Stars for 2022.
- **Growth Signals**:
  - Named to Newsweek's America's Best Regional Banks and Credit Unions 2025 (December 2024).
  - Named to Fortune Best Workplaces in New York™ 2026 List (July 2026).
  - Named to Best Workplaces in New York™ 2026 List (June 2026).
  - Announced a $50 million Stock Repurchase Program (2024).
  - Appointed Jason Bishop as Group Head of Commercial Real Estate Lending (June 2026).
  - Operates six full-service banking centers and has offices in New York City, Boro Park (Brooklyn), Great Neck (Long Island), Lakewood (NJ), Louisville (KY), and Miami (FL).

## Competitive Advantages
- **Relationship-Focused Community Bank with Large-Bank Capabilities**: Combines high-touch, relationship-based service of a community bank with the extensive financial solutions typically offered by much larger competitors. [investors.mcbankny.com](https://investors.mcbankny.com/corporate-profile/)
- **Entrepreneurial Spirit**: Known as "The Entrepreneurial Bank," the bank shares and understands the entrepreneurial mindset of its clients, offering solutions-oriented, ambition-driven service.
- **Niche Specialization**: Serves underserved markets and has deep expertise in specialized areas like EB-5 investments, residential healthcare, and charter schools, creating a differentiated market position.
- **Technology-Driven Innovation**: Actively invests in AI and digital banking tools, with a stated commitment to "human–AI teaming" and responsible technology governance. The bank explicitly seeks "technologically savvy talent" with "AI fluency."
- **Strong Reputation & Awards**: Recognized by Newsweek, Fortune, and Piper Sandler, indicating strong brand trust and workplace quality.

## Strategic Focus
- **Technology & AI Integration**: The bank is aggressively building a future-ready, technologically driven workforce. They are hiring for AI Engineer, AI Scientist, Applied AI Analyst, and VP AI Model Validation roles, signaling a major push into artificial intelligence for banking operations, risk management, and customer experience. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/metropolitancommercialbank)
- **Commercial Real Estate Growth**: The recent appointment of a Group Head of Commercial Real Estate Lending indicates a strategic focus on expanding this vertical.
- **Talent Acquisition**: Actively recruiting across risk management, electronic payments, AI, finance, operations, legal, retail, and customer experience to build a "future-ready" workforce.
- **Shareholder Value**: The $50 million stock repurchase program signals a focus on returning capital to shareholders.

## Why Work Here
- **Award-Winning Culture**: Named to Fortune's Best Workplaces in New York™ 2026 list and Newsweek's America's Best Regional Banks and Credit Unions 2025, indicating a strong, recognized workplace culture.
- **Innovation & Technology Focus**: MCB is not a traditional bank in terms of technology. They are actively building an AI-driven workforce and seek employees with "a strong technical mindset, AI fluency, and adaptive skills." This offers a unique opportunity to work at the intersection of finance and cutting-edge technology.
- **Growth & Development**: The company emphasizes professional development and leadership training, with opportunities for employees to "take what you know, develop your skills, and grow."
- **Comprehensive Benefits**: Includes competitive salaries, annual merit reviews and performance bonuses, health/dental/vision insurance, retirement savings plans with company match, paid time off and holidays, professional development and leadership training, and life and disability insurance. [mcbankny.com](https://mcbankny.com/about-us/careers/)
- **Impact & Autonomy**: The bank's philosophy empowers employees to "make a difference" and "be at your best," with a culture that values problem-solvers, creative thinkers, and driven professionals.
- **Work Model**: Positions are listed in New York, NY, and Great Neck, NY. The specific remote/hybrid policy is not explicitly detailed on the careers page, but the bank has multiple physical office locations.

## Sources
1. [mcbankny.com - About Us](https://mcbankny.com/about-us/)
2. [mcbankny.com - Careers](https://mcbankny.com/about-us/careers/)
3. [job-boards.greenhouse.io - Metropolitan Commercial Bank Jobs](http://job-boards.greenhouse.io/metropolitancommercialbank)
4. [investors.mcbankny.com - Corporate Profile](https://investors.mcbankny.com/corporate-profile/)
5. [mcbankny.com - Homepage](https://mcbankny.com/)

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