New Account Review Specialist

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 7, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$57,704 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.9% - Slower

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Sales From the posting source

Seniority

Mid From the posting source

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered Verified - SEC 10-K source

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

New Account Review Specialist Rosemead, CA, USA New Account Review Specialist Rosemead, CA, USA Posted Friday, June 5, 2026 GENERAL SUMMARY The New Accounts Review Specialist acts as a liaison with the Retail Banking team and other areas of the bank in reviewing, verifying and processing customer account opening documents to ensure compliance with legal, regulatory and internal bank policies. The New Accounts Specialist plays a critical role in ensuring the seamless and compliant onboarding of new clients by managing the end-to-end documentation process. The New Accounts Review Specialist investigates and corrects new account discrepancies, errors, or missing documentation. ESSENTIAL FUNCTIONS Assist branches and internal departments with proper guidance and interpretation of bank policies and procedures via telephone and email. Completes research and follow up in a timely manner to resolve documentation discrepancies. Ensure compliance with all applicable regulations, including but not limited to BSA/AML, CIP, OFAC, Reg CC, Reg E, Reg DD, UDAAP, and other requirements. Maintain knowledge of all products and services offered in assigned areas. Keep abreast of new products and services as well as changes to existing products and services. Review new account documentation for adherence to regulatory and/or legal requirements and bank policy. Perform system review of customer and account level input for accuracy and completeness. Track missing or incomplete documentation and communicating with internal partners to resolve issues. Run daily reports to track account opening documentation exceptions. Conduct pre- and post- documentation review of new account openings to ensure all documents are accurate and

Read the full description at jobs.dayforcehcm.com. FewerJobs shows a preview and links to the original posting.