Commercial Onboarding Analyst

JOB TITLE: Onboarding Analyst - Business Banking

LOCATION: Villiers House, IOM

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

Please note this role is only available for individuals residing in, or to those who hold right to work permits for Isle of Man.

About this Opportunity

The Crown Dependencies business is the fastest growing business in Lloyds Banking Group so it’s an exciting time to join and make a real difference. 

An exciting new role has become available within the Commercial Onboarding team to support the business growth objectives of the Business Banking segment within the Crown Dependencies.

The successful candidate will play a key role in assisting both new and existing clients with account opening, ensuring a seamless and proactive service experience.

Why Lloyds Banking Group?

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

 The role will require you to;

• Be responsible for explaining and supporting with KYC/due diligence requirements to external clients.
• Undertake the onboarding process for our clients which can also include account opening, data inputting & quality checking.
• Support clients throughout the onboarding journey to ensure the best start to their relationship with Lloyds Bank International by telephone, email and online channels.

What You’ll Need

Working in the Business Banking Onboarding Team, you will be responsible for the onboarding of new clients from a range of sectors including Sole Traders, Limited Companies, Clubs, Societies and Charities and Limited Liability Companies and Partnerships.

You will be a member of a dedicated Onboarding team providing a high level of customer service applying your knowledge to ensure accounts are opened efficiently and accurately.

We just need you to demonstrate the following qualities:

• Work under pressure and apply logical thinking to problem solving
• Build & maintain internal / external relationships
• Communicate with individuals at all levels
• Take responsibility for queries / issues through to resolution
• Manage expectations of all internal and external customers
• Prioritise workloads
• Work to strict deadlines

Any experience of these would be useful:

• Working knowledge of AML and prior account opening experience.
• Oral and Written Communication - Strong communication skills
• Organisational Awareness – Knows how to get things done and gain commitment.
• Attention to Detail – Be able to complete account opening to a high standard.
• Ideally with Financial Services experience.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 22 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive?

Apply today and find out more.