Onboarding Advisor

☞ Lloyds Banking Group

View: 102

Update day: 01-06-2024

Location: Douglas North West

Category: Finance / Bank / Stock

Industry:

Job type: Full-time

Salary: £21,285 - £23,650 a year

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Job content

End Date
Thursday 01 December 2022
Salary Range
£21,285 - £23,650

Agile Working Options
Other Agile Working Arrangements / Open to Discussion
Job Description Summary
We are currently seeking to recruit into the Account Onboarding & Services Centre. In this role you will provide a high level of service to customers looking to open up an account with International. A proactive approach is required in order to establish customer needs whilst aiming to process applications and answer queries at first touch. Customer service & quality are key and the candidate will aim to meet or exceed customer expectations through the quality of the work delivered.
Job Description
Accountabilities
  • Convey a positive & dynamic approach to working, being able to maintain self-motivation and organise time effectively to ensure a balanced approach to support the delivery of business area needs
  • Knowledge of customer onboarding processes, procedures and experience of applying CDD’s would be an advantage
  • Proactively provide customers with guidance and extensive information to help them successfully choose a new International product, ensuring you provide clear instructions on what documentation is required to adhere to risk policies & procedures
  • Take ownership of your own development to enhance your skills & knowledge
Ability to deal with complex matters, using your customer service experience to efficiently manage customer relationships
Our continued commitment to helping Britain prosper means that as a colleague you can make a difference to customers, businesses and communities.
Together we have a key role to play in shaping the bank of the future, whilst the scale and reach of our Group means you’ll continue to have opportunities to learn, grow and develop.
We’re focused on creating a values-led culture, and our approach to inclusion and diversity means that we all have the opportunity to make a real difference, together.
As part of the Group’s commitments as a result of ring-fencing legislation, colleagues based in the Islands are required to be exclusively dedicated to the non-ring-fenced bank and its subsidiaries. This means that colleagues who are based in the Islands would not be able to undertake roles for the Ring Fenced Bank from their existing location and would need to consider relocation when applying for roles.
At Lloyds Banking Group, we’re driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you’ll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you’ll have many opportunities to learn, grow and develop.
We’re focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
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Deadline: 16-07-2024

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