Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage the onboarding process for new clients and ensure compliance.
- Company: Join NatWest, a leading bank in the UK, based in Manchester.
- Benefits: Enjoy professional development support and a dynamic work environment.
- Why this job: Become a subject matter expert while making a real impact on client relationships.
- Qualifications: Experience in banking or financial services is essential; strong communication skills required.
- Other info: Open to GCSE graduates; training and accreditation opportunities available.
The predicted salary is between 28800 - 43200 £ per year.
Job Description:
Job information Onboarding Advisor from the Company NatWest, this latest Onboarding Advisor job vacancy is located in the city Manchester M AP located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Business field have been opened and published up to the specified time.
Job Responsibility:
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.
Keywords : Manchester jobs
Closed Date : 2025-08-14
#J-18808-Ljbffr
Onboarding Advisor employer: NatWest
Contact Detail:
NatWest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Advisor
✨Tip Number 1
Familiarise yourself with the onboarding and KYC processes specific to the banking sector. Understanding these procedures will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of NatWest, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can give you an edge during the selection process.
✨Tip Number 3
Prepare to discuss your experience in client service and how you've handled challenging situations. Being able to articulate your problem-solving skills will be crucial for this role.
✨Tip Number 4
Showcase your ability to manage multiple tasks effectively. As an Onboarding Advisor, you'll need to juggle various workstreams, so highlighting your organisational skills will be beneficial.
We think you need these skills to ace Onboarding Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Onboarding Advisor position at NatWest. Understand the key responsibilities and required skills, such as client service experience and knowledge of onboarding processes.
Tailor Your CV: Customise your CV to highlight relevant experience in banking or financial services. Emphasise your skills in client communication, document verification, and any familiarity with KYC processes to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage onboarding processes and provide excellent client service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Onboarding Advisor role.
How to prepare for a job interview at NatWest
✨Understand the Onboarding Process
Familiarise yourself with the end-to-end onboarding process, especially in a banking context. Be prepared to discuss how you would manage client relationships and ensure compliance with KYC regulations.
✨Showcase Your Client Service Skills
Highlight your experience in providing excellent client service. Prepare examples of how you've handled client queries or issues in the past, demonstrating your ability to communicate clearly and empathetically.
✨Demonstrate Attention to Detail
Since the role involves verifying documents and ensuring accuracy, be ready to discuss your methods for maintaining attention to detail. You might want to share specific instances where your diligence made a difference.
✨Prepare for Regulatory Questions
Brush up on relevant regulations and standards that govern the onboarding process in financial services. Be prepared to answer questions about how you would ensure compliance and maintain accurate records.
