- Communicate with clients to guide them through the onboarding journey up to client activation.- Conduct onboarding meetings, Osome app tours, and webinars to enhance Osome product adoption.- Gain a deep understanding of customer context and goals, tailoring information to best serve their objectives.- Educate customers to ensure they are prepared for success by setting expectations, aligning on processes, and defining timelines.- Proactively address onboarding roadblocks, including product issues, process information, and document collection.- Deliver responsive customer support throughout the onboarding process.- Provide informative materials to help customers adopt best practices, fostering loyalty and efficiency.- Collect and report customer feedback to management for continuous process improvement

-Maintains database by entering new and updated customer and account information.-Prepares source data for computer entry by compiling and sorting information.-Establishes entry priorities.-Processes customer and account source documents by reviewing data for deficiencies.-Resolves deficiencies by using standard procedures or returning incomplete documents to the team leader for resolution.-Enters customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format.-Maintains data entry requirements by following data program techniques and procedures.-Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data.-Combines data from both systems when account information is incomplete.-Purges files to eliminate duplication of data.-Tests customer and account system changes and upgrades by inputting new data.-Secures information by completing data base backups.-Maintains operations by following policies and procedures and reporting needed changes.-Maintains customer confidence and protects operations by keeping information confidential.-Contributes to team effort by accomplishing related results as needed.

Working with Lloyds Banking Group- honest and genuine, caring about helping people with their finances (no previous banking experience required)- ability to quickly build relationships to give customers a fantastic experience.- Acting with care and integrity - taking time to resolve queries and giving our customers confidence in the service you're providing.

Working with J.P. Morgan Chase & Co.-correspond with our customers through inbound calls regarding transactions on their accounts such as payments, loans, charges/fees, interest rates, rewards and other issues.-answer questions, provide information about products and services, assist with resolving account-related issues, and may be able to provide light technical support.