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Client Account Opening Specialist
The Account Opening Specialist is responsible for Analysis of account documentation presented to include procedural and legal requirements for multi-level, complex relationships and fulfillment of deposit account opening and account maintenance for the lines of business that support our high value, high revenue generating customers. The Client Account Opening Specialist must be able to provide detailed review and open new deposit account requests across the footprint states as well as international requests while performing other duties as assigned. Types of new deposit accounts include commercial, consumer, and specialty accounts. The position requires comfortability with high volume fulfillment touching an average of 25 accounts per person on a monthly basis within department service level for relationships often exceeding $40 million in deposits and loans.
Position Responsibilities:
- Perform analysis of new deposit account requests that include complex entity formations such as LLC's, corporations, partnerships, and sole proprietorships.
- Possess knowledge and understanding of all, or many of the following: business acquisitions, mergers, escrows, trusts, property management agreements, and other specialized business frameworks to ensure procedural, regulatory, and legal requirements are adhered to within Comerica's risk appetite.
- Prepare quality documentation and open accounts related to request using internal systems (e.g. TRiO, HOGAN, ECIS).
- Gather relevant information from both internal and external sources such as procedures, public sources databases, internet search engines, etc.
- Review and comprehend complex documentation and escalating to appropriate personnel as needed. Meet or exceed key performance metrics while handling a high volume of requests.
- Perform maintenance requests such as signer and title changes for all types of deposit accounts including mergers/acquisitions, escrows, trusts, property deposit accounts, and specialized accounts.
- Ensure requirements are met for procedural and legal requirements for entities established in all footprint states as well as international entities.
- Prepare quality documentation and apply requested changes to accounts related to request using internal systems (e.g. TRiO, HOGAN, ECIS) and must have experience with Word and Excel. Meet or exceed key performance metrics while handling a high volume of requests.
- Collaborate with business partners from a solution-oriented position, focusing on the Customer Comes First, The Bigger Possible and One Comerica core values.
- Spend time with peers and partners to understand the end-to-end process and to collaborate for cross functional awareness and best practices.
- Gather relevant information from both internal and external sources such as procedures, public sources databases, Internet search engines, etc.
- Escalate inaccuracies, missing steps, etc. in procedures and process documentation to leadership.
Position Qualifications:
- High School Diploma/GED
- 4 years of operational/new account experience within banking/financial service industry
- 1 year of Experience utilizing Microsoft Office Products including Word, Excel and Window based applications including system data entry and internet search
Preferred Qualification:
- Bachelor's degree from an accredited university OR 100 college credits and 4 years of banking/financial experience dealing with new accounts
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
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Comerica Bank
$40 million in deposits and loans.
life insurance, parental leave, paid time off, sick time, 401(k)
Jul 18, 2025