Bank Account Management Specialist

3 days ago

Southampton, Southampton, United Kingdom Aztec Group Full time
Job Title: Bank Account Management Administrator

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 closely 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 is a truly independent, owner-managed business that puts its people and clients at the centre of everything it does. We understand that everyone will put value on different things, which is why our employee package includes a variety of benefits, including a competitive salary, discretionary bonus scheme, flexible working, generous holiday allowance, pension scheme, private medical insurance, and more.

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