Onboarding Specialist (12-Month Fixed Term) At ASB, we're all about doing what we can to help our customers get "One Step Ahead" by giving them the tools they need to manage their lives and plans for their families and future. ASB is seeking a dedicated Onboarding Specialist to join our team on a 12-month fixed-term basis. In this role, you will play a crucial part in ensuring a seamless and efficient onboarding experience for our new enterprise accounts. You will work closely with both internal and external customers, providing exceptional service while adhering to regulatory requirements and internal policies. Our Onboarding Specialists are focused on leading the onboarding process for our more complex, enterprise customers. We are here to make onboarding as seamless as possible! This role provides the opportunity to support our frontline teams as well as our customers, by performing the end-to-end account opening while fulfilling our AML/CFT regulatory requirements. Your key responsibilities will include: Build and maintain constructive and effective relationships with internal and external stakeholders. Analyse and verify customer data to support the opening of new enterprise accounts in compliance with ASB Bank's onboarding process and regulatory requirements. Inform customers about suitable verification documentation and handle inquiries via phone, email, or written correspondence. Manage customer information confidentially, in line with privacy legislation and internal policies. Deliver superior customer service, ensuring ASB Bank's reputation is consistently enhanced. Utilise strong communication skills (both verbal and written) to interact with various stakeholders. Demonstrate knowledge of ASB's AML/CFT, FATCA, CRS, and KYC obligations and standards. Apply intermediate Microsoft Office skills (Excel, Word, Outlook) and detailed knowledge of ASB's systems (e.g., Teller and Onyx). Nga mea kia whai angitu ahau? | What do I need to be successful? Proven experience in a similar role or relevant experience in a banking environment. Strong communication skills and ability to deliver exceptional customer service. Knowledge of ASB's compliance obligations and relevant standards. Proficient in Microsoft Office applications and familiar with ASB's systems. Exceptional organisational and multitasking abilities. If you have a working knowledge of AML processes and requirements this would be advantageous but not required. If you have had exposure to company and trusts structures, this will transfer nicely. What will really set you apart are your strong communication skills, ability to multitask, attention to detail, and a passion for delivering great customer outcomes. It is essential for the successful candidate to have good customer service, communication, and collaboration skills. We have plenty of opportunity for growth and development in a passionate team! Te mahi ki ASB | Working for ASB ASB is grounded in our values (caring, integrity, passion, courage, and united). They guide our day-to-day interactions with our team, customers, and community. They are what makes ASB - ASB. We offer a flexible and supportive work environment as well as an open and inclusive culture; a place where we welcome and value your individuality, ideas, and goals. If you are wanting to grow your banking career and have a passion for excellence in customer service, we would love to hear from you. Me pehea te tono | How to apply? For more information on responsibilities and requirements see the attached position description, please note that all applications must be received via our careers site online. If this role sounds like it might be the one for you then please click "apply"… we'd love to hear from you! Successful candidates will be required to undertake several pre-employment checks which will include but are not limited to; Police Check, Credit Check, AML Compliance, Verification of your qualifications and may include checks both here in New Zealand and overseas. Job details Reference # ED157853 Posted on 28 Aug 2024 Location(s) Hamilton, North Wharf, Christchurch Expertise AML, Compliance, Customer Service / Sales, Operations #J-18808-Ljbffr
