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Bank Account Management Specialist
2 months ago
About the Role:
The Bank Account Management Administrator will play a crucial role in facilitating the efficient processing of new account opening applications for Aztec Group's clients across the Group, while adhering to the Account Opening framework.
Key Responsibilities:
- Collaborate with Customer Service Teams to understand account opening requirements and guide them through the process.
- Collect and verify necessary documentation for new account applications, ensuring strict adherence to regulatory requirements and internal account opening framework.
- Input customer information accurately into the system/bank forms, minimizing errors and ensuring efficiency in the process.
- Communicate effectively with internal teams to resolve any issues related to account opening, ensuring a smooth process.
- Address and resolve any issues or discrepancies in account opening applications, maintaining organized and secure records of account opening documentation.
- Provide support to customers with inquiries related to their account opening status, upholding strict confidentiality standards in handling customer information.
- Collaborate with internal stakeholders to ensure a seamless account opening process, utilizing relevant banking software and technology for efficient account processing.
Requirements:
- Understanding of banking regulations and compliance standards related to account opening (AML/CDD)
- Strong customer service skills, with the ability to communicate effectively with internal teams and customers.
- Meticulous attention to detail, with the ability to minimize errors and ensure accuracy in data entry and documentation.
- Clear and effective communication skills, with the ability to collaborate with internal stakeholders and customers.
- Solution-oriented, with the ability to adapt to changes in procedures and regulations.
- Effective organization skills, with the ability to maintain organized and secure records of account opening documentation.
- Collaborative mindset, with the ability to work effectively with internal teams and customers.
- Technology proficient, with the ability to utilize relevant banking software and technology for efficient account processing.
- Efficient time management, with the ability to prioritize tasks and meet deadlines.
About Aztec Group:
Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn't is our identity – we're proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.
Employee Benefits:
- Competitive salary
- Discretionary bonus scheme
- Flexible, hybrid working
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Permanent health insurance
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Ability to work abroad for up to 3 weeks per annum
- Regular social events
- Health and wellbeing programmes
- Significant investment into your personal and professional development
