At a Glance
- Tasks: Onboard clients while ensuring a smooth and exceptional experience.
- Company: Join a fast-paced bank that’s lent over £10bn to ambitious entrepreneurs since 2015.
- Benefits: Enjoy equity, 25 days holiday, and personalised benefits that matter to you.
- Other info: Leverage GenAI tools to boost productivity and enhance decision-making.
- Why this job: Be part of a team that supports the UK’s best businesses and fosters innovation.
- Qualifications: 5+ years in financial services with strong AML/KYC knowledge required.
The predicted salary is between 43200 - 72000 £ per year.
Since our launch in 2015, we’ve lent over £10bn to ambitious entrepreneurs up and down the UK. That’s led to the creation of over 40,000 new jobs and over 29,000 new homes – and we’re not about to stop there. We’re dedicated to helping trailblazing businesses thrive and our Client Onboarding are integral to our growth. This is a fantastic opportunity to join a fast-paced, growing bank with a reputation for doing things differently. We don’t want another cog in the machine, we’re looking for self-starters and bold thinkers who want to pave their own career paths and are passionate about supporting the UK’s best and brightest businesspeople.
In a nutshell, the mission of a Client Onboarding Senior Associate is to be responsible for onboarding clients whilst adhering to regulatory requirements and ensuring a smooth and exceptional client experience. Are you ready to step up to the challenge?
Responsibilities:- Undertake AML CDD reviews and risk assessments on both new to bank and existing customers.
- Manage the AML CDD portion of commercial business loan origination / Business Banking account set up.
- Communicate & Collaborate effectively with customers of Oak North and internal stakeholders to ensure we are delivering Customer Delight.
- Manage customer expectations through effective communication skills whilst also ensuring we are working at speed and maintaining momentum.
- Operate in line with the Bank's Risk Management framework and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
- Mentor/supervise junior members of the Client Onboarding Team.
- Identify areas for improving processes to deliver improved efficiency.
- Carry out BAU / ad hoc administrative tasks.
- Leverage GenAI tools to increase productivity and enhance decision-making processes within the role.
- Experience working in the financial service sector (ideally in commercial lending or banking) minimum of 5 years’ experience.
- Working knowledge of unpacking complex corporate structures with connections to non-transparent jurisdictions including Trusts and funds in overseas jurisdictions (BVI, Channel Islands, Cayman Islands etc).
- Carry out tasks independently.
- Excellent understanding and experience of AML/KYC, CDD/EDD.
- Quick learner and ability to work in a fast-paced environment whilst maintaining meticulous attention to detail.
- Strong interpersonal and exemplary communication skills (written as well as verbal).
- Enjoys working in a team environment.
- Can prioritise and manage workflows and multi-task.
- Resilience and the ability to work under pressure and to pressing deadlines/SLAs.
- Desire to go the extra mile to delight our customers.
- Equity. We want people to have a stake in the business so that all our interests are aligned.
- 25 days holiday.
- Personalized benefits – opt-in to what matters to you.
- Subsidised Private Medical Insurance with Bupa.
- Enhanced maternity and paternity leave.
- Wellbeing and social events.
- In-house Barista Bar in London office.
- Support causes that matter to you – Volunteering time off.
- Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme).
Client Onboarding – Senior Associate in Manchester employer: OakNorth
Join a dynamic and innovative bank that has made a significant impact since its inception in 2015, lending over £10bn to ambitious entrepreneurs across the UK. As a Senior Associate in Client Onboarding, you will thrive in a fast-paced environment that values self-starters and bold thinkers, offering ample opportunities for personal and professional growth. With a strong focus on employee wellbeing, competitive benefits including equity stakes, and a vibrant work culture, this is an exceptional place to build a rewarding career while supporting the UK’s best businesses.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding – Senior Associate in Manchester
✨Tip Number 1
Familiarise yourself with the latest AML and KYC regulations, as well as the specific compliance requirements of the financial services sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the banking and commercial lending sectors. Attend industry events or join relevant online forums to connect with others who can provide insights into the company culture and expectations at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience with complex corporate structures and how you've navigated challenges in previous roles. Be ready to share specific examples that highlight your problem-solving skills and attention to detail.
✨Tip Number 4
Showcase your ability to mentor and lead by preparing examples of how you've supported junior team members in the past. This will illustrate your leadership potential and alignment with our values at StudySmarter.
We think you need these skills to ace Client Onboarding – Senior Associate in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in the financial services sector, particularly in commercial lending or banking. Emphasise your understanding of AML/KYC and CDD/EDD processes, as these are crucial for the role.
Craft a Compelling Cover Letter:In your cover letter, express your passion for supporting businesses and your desire to contribute to the company's mission. Mention specific examples of how you've successfully managed client onboarding or similar tasks in the past.
Showcase Your Communication Skills:Since strong interpersonal and communication skills are essential for this role, consider including examples in your application that demonstrate your ability to communicate effectively with clients and stakeholders.
Highlight Problem-Solving Abilities:Discuss any experiences where you've identified areas for process improvement or have successfully navigated complex situations. This will show your potential employer that you can think critically and enhance efficiency within the team.
How to prepare for a job interview at OakNorth
✨Showcase Your Financial Services Experience
Make sure to highlight your experience in the financial services sector, especially if you have a background in commercial lending or banking. Be prepared to discuss specific examples of how you've navigated complex corporate structures and adhered to AML/KYC regulations.
✨Demonstrate Strong Communication Skills
Since the role involves effective communication with clients and internal stakeholders, practice articulating your thoughts clearly. Use examples from your past roles where you successfully managed customer expectations and delivered exceptional service.
✨Emphasise Your Problem-Solving Abilities
The company values self-starters who can identify areas for process improvement. Think of instances where you've streamlined processes or enhanced efficiency in your previous roles, and be ready to share these during the interview.
✨Prepare for Fast-Paced Scenarios
Given the fast-paced nature of the role, be ready to discuss how you manage multiple tasks and work under pressure. Share strategies you use to maintain attention to detail while meeting tight deadlines, as this will demonstrate your resilience and ability to thrive in a dynamic environment.
