Client Onboarding Manager
Client Onboarding Manager
Posted on :
01-05-2025
Employer Active
1 Vacancy
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Job Description
Since 2015 weve backed entrepreneurs with over 12.5bn in funding helping create 56000 jobs and 34000 new homes across the UK and US. Were dedicated to helping trailblazing businesses thrive and our Client Onboarding team are integral to our growth.
This is a fantastic opportunity to join a fastpaced growing bank with a reputation for doing things differently. We dont want another cog in the machine were looking for selfstarters and bold thinkers who want to pave their own career paths and are passionate about supporting the UKs best and brightest businesspeople.
As a Client Onboarding Manager your role will handle the onboarding of UK & US corporate lending 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 new UK & US corporate lending clients
- Manage the AML CDD portion of commercial business loan origination
- Communicate & Collaborate effectively with customers of Oak North and internalstakeholder to ensure we are delivering Customer Delight.
- Manage customer expectations through effective communication skills whilst also ensure we are working at speed and maintaining Momentum.
- Operate in line with the Banks Risk Management framework and relevant risk and compliance policies and procedures ensuring appropriate and timely escalation of any concerns
- Mentor/supervise junior members of the Client Onboarding Team
- Identify areas for improving processes to deliver improved efficiency
- Support the Lending lead in transformational change initiatives delivering against our strategic plan.
- Utilizing Generative AI: Leverage GenAI tools to increase productivity and enhance decisionmaking processes within the role.
Requirements:
- Experience working in the financial service sector (must have in commercial lending for UK & US clients) minimum of 5 years experience.
- Working knowledge of unpacking complex corporate structures with connections to nontransparent jurisdictions including Trusts and funds in overseas jurisdictions (BVI Channel Islands Cayman Islands etc.
- Excellent understanding and experience of AML/KYC CDD/EDD.
- Quick learner and ability to work in a fastpaced environment whilst maintaining meticulous attention to detail.
- Strong interpersonal and exemplary communication skills (written as well as verbal).
- Enjoys working in a team environment.
- Ability to conduct searches analyse findings and summarize results clearly and concisely.
- Demonstrates the ability to read and comprehend processes and effectively apply them to task
- Independently carry out tasks consistently at a high level
- Extensive technical knowledge of financial crime prevention.
- A strong understanding of financial crime prevention systems.
- A proven track record of stepping up taking responsibility and delivering
- Can prioritise and manage workflows and multitask.
- Resilience and the ability to work under pressure and to pressing deadlines/SLAs.
- Desire to go the extra mile to delight our customers.
Benefits & Perks:
- Equity. We want people to have a stake in the business so that all our interests are aligned.
- 25 days holiday
- Personalized benefits optin to what matters to you
- Subsidised Private Medical Insurance with Bupa
- Enhanced maternity and paternity leave
- Wellbeing and social events
- Inhouse 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)
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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