Account Opening Associate

1 month ago


Belfast, United Kingdom Bank of Ireland Full time

**Description of business unit**:
The new BOI UK operating model and business structure is crafted to build on our niche strengths and expertise. We strive to break down silos, reduce complexity and support the delivery of our strategy across the UK

The UK Operations business unit is a key enabler of this strategy and is responsible for all personal and business customer/account servicing, debt management, customer relationships (vulnerable customers, bereavements and complaints), operational resilience, IT and Information Security and supplier management & governance in support of all solutions/Business Divisions.

Within UK Operations, Operations NI & Partnership Distribution bring together operational retail and business expertise supporting NI & Partnership Distribution. This includes NI Customer Contact Centre; Branch Fulfilment Centre; Payments oversight; Belfast Cash Centre; Business Banking Operations (incorporating Business Banking Client Services NI); and service ownership of any operational services provided by BOI Group (under the Intra Group Sourcing Arrangements) to NI & Partnership Distribution.

**Purpose of the Role**:
The Account Opening Associate will work collaboratively within Business Banking Client Services NI Account Opening to ensure high standards of all aspects related to the delivery of business account opening (including document changes, trigger events, contingent liabilities and Global Market account opening), are met in line with regulatory compliance to all policies and procedures.

**Key Accountabilities**:

- Responsible for the delivery of all aspects of account opening process requests for Business Banking NI customers
- Champion serving customers brilliantly through delivery of high quality and accurate fulfilment of customer account opening amendment requests focussing on right first time and proactive management of cases, while ensuring pledges and promises are delivered within Service Level Agreements
- Champion & deliver accurate and efficient completion of workload
- Deliver high quality day to day support to colleagues and customers through assembling relevant information to enable responses to queries, whilst completing all activities in accordance with unit procedures
- Completion of KYC/ AML review, communicating with the customer on queries and pro-actively raising cases to ensure a swift resolution
- Record/update all relevant information on Bank systems with a high level of accuracy
- Focus on key satisfaction areas such as Right First Time and understand the implications and impacts of you own decisions on our customer and other business areas

**What is the opportunity?**:
Hybrid working - office based with working from home option.

We have a hybrid working model, with home, agile hub and office based options available. We will always list a primary location which can be where you go for in person collaboration, and a location where you can best perform your role.

Please note you must live in the jurisdiction for the business to which you are contracted.

**Essential Skills & Experience**:

- Financial Services experience involving a basic business understanding of account opening requirements
- Strong analytical and PC skills including Microsoft Office & SharePoint
- Strong focus on providing good customer service, with emphasis on delivery and collaborative approach to problem solving
- Ability to prioritise workloads while working in a fast paced environment ensuring high levels of accuracy achieved with emphasis on getting it right first time.
- Proven interpersonal skills. Independent and decisive with an ability to support change delivery and deliver optimum customer and business outcomes

**Desirable requirements**:

- Understanding of business account opening requirements in line with UK regulations

LI-HYBRID

**Key Competencies**
- Accountable - Self
- Customer Focused - Self
- One Group, one team - Self
- Agile - Self
- Champion Transformation - Self

**Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.



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