Bank Account Management Specialist

4 weeks ago


Southampton, Southampton, United Kingdom Aztec Group Full time

Job Summary:

The Bank Account Management Administrator will be responsible for facilitating and managing the efficient processing of new account opening applications for Aztec's clients across the Group, while adhering to the Account Opening framework.

Key Responsibilities:

  • Assist Customer Service Teams in understanding account opening requirements and guide them through the process.
  • Collect and verify necessary documentation for new account applications.
  • Ensure strict adherence to regulatory requirements and internal account opening framework.
  • Input customer information accurately into the system/bank forms, minimizing errors.
  • Communicate effectively with internal teams to resolve any issues related to account opening.
  • Ensure efficiency in the process and reduce processing times.
  • Address and resolve any issues or discrepancies in account opening applications.
  • Maintain organized and secure records of account opening documentation.
  • Provide support to customers with inquiries related to their account opening status.
  • Collaborate with internal stakeholders to ensure a smooth account opening process.
  • Assist other team members with account opening applications and ensure best practices.
  • Contribute to the ongoing improvement of account opening workflows and procedures.
  • Uphold strict confidentiality standards in handling customer information.
  • Utilize 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
  • Meticulous attention to details
  • Clear and effective communication skills
  • Solution-oriented
  • Effective organization skills
  • Collaborative mindset
  • Technology proficient
  • Efficient time management
  • Ability to adapt to changes in procedures and regulations.
  • Consistent focus on accuracy and precision in data entry and documentation

Aztec Group offers a competitive salary, discretionary bonus scheme, flexible working, generous holiday allowance, pension scheme, private medical insurance, permanent health insurance, life assurance, worldwide travel insurance, ability to work abroad, regular social events, health and wellbeing programmes, and significant investment in personal and professional development.



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