Onboarding Advisor

Responsibilities

• Day-to-day, you'll be:
• Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
• Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
• Owning your self-development and ensure you actively participate in training and accreditation
• Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders
• The skills you'll need
• We're looking for someone with experience of working in a bank or financial services role.
• Additionally, you'll demonstrate:
• Experience of providing a high level of client service
• An understanding of onboarding and KYC processes
• The ability to carefully review and verify documents, to ensure all information is accurate and complete.
• Strong verbal and written communication skills
• Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.
• Hours

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Company Intel

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