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Onboarding Specialist

3 months ago

Edinburgh, Edinburgh, United Kingdom Tyl Full time
Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.


This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as an Onboarding Specialist

  • We're looking for someone who is customer focused, and can act as a pillar of crucial support to our advisors and customers
  • You'll manage the endtoend onboarding process for new and existing clients and provide a seamless client experience

What you'll do:


As an Onboarding Specialist with Tyl by NatWest, you'll work closely with our sales managers and their prospective merchants to obtain information that enables us to onboard new and existing customers, making sure that paperwork and enhanced due diligence meets all operational and regulatory requirements.


We're also looking for someone to provide our sales managers and merchants with support on Know Your Customer (KYC) requirements to drive up quality levels and help to win new business for the bank.


Day to day, you'll be:

  • Liaising with professional sales managers to gather the right information needed to provide a smooth client experience
  • Preparing for merchant onboarding by completing checks, reviewing information from any previous sales meetings and identifying information gaps
  • Attending prospect meetings to help with onboarding files and enhance the client experience
  • Making sure that appropriate bank and business area policies and procedures are followed

The skills you'll need:

We're looking for someone with experience of working in a bank or financial services role.

You'll have appropriate technical knowledge relating to merchant acquiring products, policy and appetite, with an understanding of onboarding and KYC processes.


Additionally, you'll demonstrate:

  • Strong underwriting experience
  • Good numeracy skills and basic Microsoft Office skills
  • The ability to effectively manage your time, accurately prioritise tasks and meet tight deadlines
  • Excellent attention to detail and strong problemsolving skills
  • A willingness to crossskill in order to develop and grow your career