[Hiring] Onboarding Advisor @RBS

Role Description

Join us as an Onboarding Advisor. This key role will see you managing the end-to-end onboarding process for new and existing clients. You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products. This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with.

As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.

Day-to-day, you’ll be:

• Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures.
• Maintaining accurate record keeping and manage your workflow across various workstreams across CDD.
• Owning your self-development and ensure you actively participate in training and accreditation.
• Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders.

Qualifications

• Experience of working in a bank or financial services role.
• Experience of providing a high level of client service.
• An understanding of onboarding and KYC processes.
• The ability to carefully review and verify documents, to ensure all information is accurate and complete.
• Strong verbal and written communication skills.
• Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.

Requirements

• 35 hours per week.
• Remote First working environment.

Job Posting Closing Date

• 25/05/2026