Client Onboarding Senior Associate, OakNorth
+ Equity.
Digital bank for business loans and savings
Be an early applicant
Digital bank for business loans and savings
201-500 employees
Be an early applicant
+ Equity.
201-500 employees
Company mission
To serve and empower businesses in the Missing Middle, ensuring each and every one of them has the right tools, insights, and support at every stage of their growth journey with us.
Role
Who you are
- We don’t want another cog in the machine, we’re looking for self-starters and bold thinkers who want to pave their own career paths and are passionate about supporting the UK’s best and brightest businesspeople
- Experience working in the financial service sector (ideally in commercial lending or banking) minimum of 5 years’ experience
- Working knowledge of unpacking complex corporate structures with connections to non-transparent jurisdictions including Trusts and funds in overseas jurisdictions (BVI, Channel Islands, Cayman Islands etc)
- Carry out tasks independently
- Excellent understanding and experience of AML/KYC, CDD/EDD
- Quick learner and ability to work in a fast-paced environment whilst maintaining meticulous attention to detail
- Strong interpersonal and exemplary communication skills (written as well as verbal)
- Enjoys working in a team environment
- Can prioritise and manage workflows and multi-task
- Resilience and the ability to work under pressure and to pressing deadlines/SLAs
- Desire to go the extra mile to delight our customers
- Advanced excel knowledge
- ICA & ACAMs Qualification
- Working knowledge of AEOI & FSCS requirements
- Experience working with private equity / real estate investment vehicles
- Ability to understand financial statements
What the job involves
- We’re dedicated to helping trailblazing businesses thrive and our Client Onboarding team are integral to our growth
- This is a fantastic opportunity to join a fast-paced, growing bank with a reputation for doing things differently
- We’re seeking a future team member to join our Client Onboarding function!
- As a Client Onboarding Senior Associate, you’ll be responsible for onboarding clients whilst adhering to regulatory requirements and ensuring a smooth and exceptional client experience
- Undertake AML CDD reviews and risk assessments on both new to bank and existing customers
- Manage the AML CDD portion of commercial business loan origination /Business Banking account set up
- Communicate & Collaborate effectively with customers of Oak North and internal stakeholder to ensure we are delivering Customer Delight
- Manage customer expectations through effective communication skills whilst also ensure we are working at speed and maintaining Momentum
- Operate in line with the Bank's Risk Management framework and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager
- Mentor/supervise junior members of the Client Onboarding Team
- Identify areas for improving processes to deliver improved efficiency
- Carry out BAU / ad hoc administrative tasks
Salary benchmarks
Our take
In an era marked by the ongoing cost-of-living crisis and unprecedented disruptions, many companies have faced formidable challenges. However, OakNorth has emerged as a beacon of support, offering tailored financial solutions to help businesses navigate uncertainty and thrive in a rapidly changing landscape.
As exemplified by its recent $22M loan to Sticks n Sushi, OakNorth demonstrates a keen understanding of the unique needs and aspirations of its clients. By providing flexible financing options and strategic guidance, OakNorth allows businesses to pursue growth opportunities and overcome obstacles with confidence. moreover, the bank's collaborative approach fosters strong partnerships built on trust, transparency, and mutual success, creating a dynamic ecosystem where businesses can flourish.
Committed to championing entrepreneurship and driving economic prosperity, OakNorth aims to redefine the banking experience and empower businesses to achieve their full potential. As a trusted ally in times of uncertainty, OakNorth embodies the resilience, agility, and forward-thinking ethos that defines the spirit of modern entrepreneurship.
Kirsty
Company Specialist
Insights
Some candidates hear
back within 2 weeks
27% female employees
26% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2019
$440m
GROWTH EQUITY VC
Sep 2018
$100m
SERIES B
Total funding: $893.1m
Company benefits
- Equity. We want people to have a stake in the business so that all our interests are aligned
- 25 days holiday
- Personalised benefits – opt-in to what matters to you
- Subsidised Private Medical Insurance with Bupa
- Enhanced maternity and paternity leave
- Wellbeing and social events
- In-house Barista Bar in London office
- Support causes that matter to you – Volunteering time off
- Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)
Company values
- One team: We work together to achieve our goals, whether it’s across teams, countries, departments or people in a room
- Right ambition: Success is better shared. We channel the right ambition as individuals to meet our collective goals
- Customer delight: Our customers drive everything we do. We go beyond satisfaction to deliver delight at every opportunity
- 10x: Better is good, ten times better is great. We set ambitious goals and work to deliver outsized results
- Momentum: We’re go-getters so we take decisive action, at pace. It helps us turn dreams into accomplishments
- Zero base: If it isn’t working, we start from scratch to produce the best solutions for customers and colleagues
- Say it how it is: We’re open and transparent with our stakeholders and encourage honest and constructive input from our team
Company HQ
Carnaby, London, UK
Articles
Leadership
Rishi Khosla
(Co-Founder & CEO)Previously co-founded Copal, a financial research firm which they scaled to 3,000 employees and sold to Moody’s Corporation in 2014.
Joel Perlman
(Co-Founder)Started their career as an Associate at McKinsey & Company before co-founded Copal Amba with Rishi.
People progressing
Joined OakNorth as an Operations Intern in 2018. They have since worked as an Operations Analyst/Associate and now serve as a Senior Associate.
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