Bank Account Operations Coordinator

4 weeks ago


St Peter Port, United Kingdom Aztec Group Full time

About the Role:

We are seeking a highly organized and detail-oriented Bank Account Operations Coordinator to join our team at Aztec Group.

As a key member of our operations team, you will play a crucial role in facilitating the efficient processing of new account opening applications for our clients across the Group.

Key Responsibilities:

  1. Assist our customer service teams in understanding account opening requirements and guide them through the process.
  2. Collect and verify necessary documentation for new account applications, ensuring strict adherence to regulatory requirements and internal account opening framework.
  3. Input customer information accurately into the system/bank forms, minimizing errors.
  4. Collaborate with internal teams to resolve any issues related to account opening and ensure efficiency in the process.
  5. Maintain organized and secure records of account opening documentation.
  6. Provide excellent customer service and support to customers with inquiries related to their account opening status.
  7. Stay up-to-date with relevant banking software and technology to ensure efficient account processing.
  8. Contribute to the ongoing improvement of account opening workflows and procedures.

Requirements and Qualifications:

  1. 1+ years experience in a banking and/or onboarding role.
  2. Basic knowledge of CDD/AML.
  3. Experience in the Financial Services industry and an understanding of fund structures would be highly regarded.
  4. Positive and proactive approach.
  5. Computer literacy skills and interpersonal skills are essential.
  6. Strong customer service skills.
  7. Meticulous attention to details with a consistent focus on accuracy and precision in data entry and documentation.
  8. Clear and effective communication skills.
  9. Ability to adapt to changes in procedures and regulations.

What We Offer:

  1. Competitive salary.
  2. Discretionary bonus scheme.
  3. Flexible, hybrid working.
  4. Generous holiday allowance.
  5. Pension scheme.
  6. Private medical insurance, including eye care.
  7. Permanent health insurance.
  8. Life assurance (death in service and critical illness benefit).
  9. Worldwide travel insurance.
  10. Ability to work abroad for up to 3 weeks per annum.
  11. Regular social events.
  12. Health and wellbeing programmes.
  13. Significant investment into your personal and professional development.

About Us:

Aztec Group is a leading independent financial services provider in the Channel Islands, with a reputation for delivering exceptional service to our clients. We are proud to offer a positive and supportive work environment, with opportunities for career development and growth.

At Aztec Group, we are committed to providing a comprehensive package of benefits to our employees, including a competitive salary, discretionary bonus scheme, flexible working arrangements, and access to a range of training and development opportunities.

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact details].



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