![The Curve Group](https://contents.bebee.com/companies/gb/the-curve-group/avatar-CoUqJ.png)
Onboarding and Customer Service
2 weeks ago
Our client, a growing banking organisation based in Chester is looking for an experienced Onboarding and Customer Service professional to join their team.
You will be responsible for supporting the sales team in the delivery of the business plan by receiving finance proposals from the broker network and keying them into the CRM system as well as taking clients through the onboarding journey and undertaking due diligence checks.
Key responsibilities:
nAttention to detail is a key requisite to ensure that data provided via the broker network is transferred accurately to the CRM system.nUndertake personal identity checks, plus Fraud and PEP checks where appropriate.nUndertake Business credit and verification checks.nAlert to recognising potentially fraudulent activity or vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures.nPreparation of legal documentation which will include finance agreements and security documents.nEnsuring bank verification is complete.nTo follow processes correctly and in a timely manner to ensure that service level agreements are met.nManage own cases from inception to pay out to suppliers following due diligence procedures.nPrepare and send out executed documentation.nHandle and resolve broker queries in a timely manner and to a high standard.
Ensure we provide the resolution with the utmost level of customer service.nEffective communication skills, both written and verbal, and ability to tailor communication to a variety of audiences.nUnderstand the background of the query, do required research with the provided tools, and respond appropriately.nWhere an issue cannot be resolved, escalate, or communicate to the Asset Finance Operations Manager when necessary.
Skills & Experience:
nDegree or equivalent relevant qualificationnAbility to communicated effectively and deliver a high quality servicenAttention to detail – right first timenReliable, honest and can contribute to create a thriving culturenKnowledge of regulatory policies within the financial services sectornTechnical skills, able to use a variety of systemsnAble to work in a fast-paced environment where change is embraced
Please apply to find out more.
The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with.
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