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Customer Services
4 months ago
Onboarding and Customer Service - Asset Finance
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. You will be responsible for generating finance and security documentation and progressing your deals to pay out. First-class communications skills will deliver exceptional service to both the customers and broker networks.
Attention to detail is a key requisite to ensure that data provided via the broker network is transferred accurately to the CRM system.
• Undertake personal identity checks, plus Fraud and PEP checks where appropriate.
• Undertake Business credit and verification checks.
• Alert to recognising potentially fraudulent activity or vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures.
• Preparation of legal documentation which will include finance agreements and security documents.
• Ensuring bank verification is complete.
• Ensure we provide the resolution with the utmost level of customer service.
• Where an issue cannot be resolved, escalate, or communicate to the Asset Finance Operations Manager when necessary.
Ability to communicated effectively and deliver a high quality service
• Knowledge of regulatory policies within the financial services sector
• Our full Privacy Policy is available at
