Onboarding Officer
Full job description
Barbara Houghton Associates
Salary: £26,000 – £28,800 per year
Our client, a well-established Commercial Bank is looking for an Onboarding Officer to join their team located in the Cheshire.
Responsibilities:
• Primary point of contact with customer for all support and documentation related escalations
• Work on customer due diligence, KYC for new Bank clients as well as existing client base
• Handle documentation related to clients on-boarding and keep the client, Relationship Managers abreast of the status
• Maintaining regular contact and building trust and rapport with customers
• Engage customers and build relationships over the phone and email with customers
• Act as back-up for Relationship Managers as and when needed by the business
• Support account closing process, liaise with internal department and obtain necessary approvals.
• Internal documentation handling
• Support Relationship Managers with ad-hoc inquiries and other reports.
• Communicate with customers in a professional manner
• Manage non-facility customers
• Communicate the Bank’s products and services to existing and new customers
• Attend to all requests of customers within remit
• Skills and knowledge:
• Educated to degree level
• Experience in Banking customer services
• Knowledge of operations,back office skills
• Experience with building relationships and achieving targets
• Experience in managing customer and compliance queries
• A team player is required as the role entails active participation in the team, in addition to being able to work on their own
• Ability to interact professionally with clients
• Ability to prioritise workload and be self-sufficient.
• Excellent MS Office, including Excel, Word and Outlook skills.
Excellent telephone and written communication
To apply for this job please visit definitejobs.co.uk.