Relationship Consultant, Permanent Job, Isle of Man

Entry Mid Level

Job Description

Our client is seeking a Relationship Consultant to personally support clients through the onboarding journey, initial training and adoption of the new banking platform.

The Role...

You will work closely with the Business Development team to support new client relationships and deliver excellent customer service, and will:

Take full accountability for ensuring on-boarding is a timely, efficient and a positive experience for all clients
Position clearly KYC/CDD/AML requirements with clients at the outset of the journey and will work with them for the delivery of all required documents
You will act as a ‘Live Agent’ to ensure onboarding queries and support issues are resolved or referred appropriately and in a timely manner, managing customer expectations throughout, and building excellent relationships
Refer complex/higher cases to the High-Risk Technical Manager for technical support, managing client expectations

About You...

To excel in this role, you'll have experience building and maintaining strong relationships with internal and external stakeholders, and hold the following skills and experience:

Excellent time-management, organisational, and interpersonal skills
Corporate banking onboarding experience, especially with complex structures and risk assessment
Knowledge of CDD/AML requirements for non-retail client onboarding
Problem-solving skills and familiarity with banking regulatory frameworks
Exceptional verbal and written communication skills
A target-driven and determined mindset, coupled with excellent team-working skills

The Reward...

You will receive a full time permanent contract, alongside:
Comprehensive benefits package
Competitive salary
Central Douglas office location


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