Agile Working Options

Other Agile Working Arrangements / Open to Discussion

Job Description Summary

Account Onboarding Advisor.

•Onboarding advisor is a phone based role, where you have detailed conversations with New and Existing Clients of Lloyds International who are looking to open additional accounts.

•During calls you will have detailed conversations about the customers personal situations and offer accounts/products suitable.

•Through the role you will gain a deep understanding into the Banks Informed Choice processes as well as learn about Customer Due Diligence standards (CDDs).

•As the conversations are detailed and in some instances can lead to an account being opened there and then, strong customer service and quality levels are key.

Works as part of a team to deliver an excellent customer experience, maximising availability to be there when they need us and recognising they have chosen branch as their channel of choice. Uses expertise to identify and explore customers’ service and financial needs, referring to the appropriate colleague or channel as appropriate. Ensures all customers are dealt with professionally and identifies and supports customers in vulnerable circumstances. Supports and embeds LBG priorities, Helps Britain Prosper and role models the Group Values, Behaviours and Code of Responsibility.

Job Description

â–ª Performs standard branch operations tasks and informs customers about simple banking products (retail, savings, insurance, credits, etc.) to provide an efficient banking/counter service.
â–ª Carries out simple procedural tasks to support management of internal client relationships.
â–ª Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
â–ª Carries out routine customer needs support tasks and assists others by following established procedures.
â–ª Carries out a range of prescribed customer service activities and handles non-standard or more complex customer cases and enquiries using existing procedures.
â–ª Supports development of personal capabilities by pursuing existing formal and informal training opportunities.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain recover. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.