Onboarding Officer

3 weeks ago


Northwich, United Kingdom Antony James Recruitment Ltd Full time

Antony James are currently recruiting for an Onboarding officer for a Bank based in Northwich Cheshire

The role of the Onboarding Team, in accordance with the Bank's growth strategy, is to expedite the business and ensure that identified business prospects are on boarded in a seamless manner. The Onboarding Officer will improve the account opening process,which is the first stage of customer/prospect interaction.

Day to Day:

- Liaison with each prospective account holder;
- Compilation of all account opening documentation and submission to the Processing Team for account opening;
- Ensure high quality service for all customers by owning customer engagement and ensuring service excellence at all times.
- Engaging all walk-in customers
- Sustaining frequent contact and establishing trust and rapport with both clients and internal stakeholders
- Confirm that all deferrals are current.
- Prioritise tasks and inform new customers about the Bank's products and services.
- Reports: Providing routine key data / findings to the Deputy Head of Commercial Banking.

What we are looking for:
degree-level education
- Banking customer service experience
- Knowledge of operations/back office skills
- Experience with building relationships and achieving targets
- Experience in managing customer and compliance queries
- A team player is required as the role entails active participation in the team, also to to being able to work on their own
- Knowledge of operations/back office skills
- Proficient in Microsoft Office, including Excel, Word, and Outlook.
- Excellent oral and written communication abilities


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