Join us as an Onboarding Advisor
- This key role will see you managing the end-to-end onboarding process for new and existing clients
- You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
- This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with
What you'll do
As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.
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
35
Job Posting Closing Date:
09/03/2025
Ways of Working:Remote First
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What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
