Overview
* Join us as an Onboarding Advisor
* This key role will see you managing the end-to-end onboarding process for new and existing clients
* You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
* This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with
What you'll do
As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.
Day-to-day, you’ll be:
* Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
* Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
* Owning your self-development and ensure you actively participate in training and accreditation
* Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders
The skills you'll need
We’re looking for someone with experience of working in a bank or financial services role.
Additionally, you’ll demonstrate:
* Experience of providing a high level of client service
* An understanding of onboarding and KYC processes
* The ability to carefully review and verify documents, to ensure all information is accurate and complete.
* Strong verbal and written communication skills
* Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.
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