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Director, Client Onboarding – OKYC
Lloyds Banking GroupLloyds Banking Group director leading KYC onboarding, OKYC and banking servicing teams across the UK and US. Driving transformation, risk controls and operational efficiency.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading large, multi-disciplinary teams within banking and financial services, with a strong focus on KYC, OKYC, and client servicing. Proven ability to drive transformation, improve operational efficiency, and deliver sustainable business outcomes through data-driven decision-making and talent development.
Highest-signal resume keywords
KYC ManagementTeam LeadershipProcess ImprovementData AnalyticsRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KYCOKYCKYBOnboardingClient ServicingProcess ImprovementData AnalyticsAutomationChange ManagementOperational Efficiency
Soft Skills
LeadershipMotivationCoachingStakeholder InfluenceContinuous Improvement
Tools & Technologies
Client-Facing PortalAgentic Solutions
Industry Keywords
BankingFinancial ServicesRegulated EnvironmentOperational MetricsRisk and Control Frameworks
About the role
Key responsibilities & impact- Lead large, multi-disciplinary teams across KYC onboarding, OKYC and banking servicing activities
- Set and deliver strategic priorities improving client experience, operational performance and business outcomes
- Drive transformation, automation and agentic initiatives to reduce end-to-end cycle times and simplify client journeys
- Develop high-performing leadership teams through coaching, succession planning and talent development
- Champion continuous improvement and remove inefficiencies in ways of working
- Use data, insight and operational metrics to inform decisions and deliver sustainable outcomes
- Strengthen risk and control environments across onboarding, OKYC and servicing activities
- Build partnerships across Coverage, Product, Sales, Risk, Operations and Technology teams
- Support CIB’s North Star strategy and help grow the business safely, efficiently and sustainably
- Modernise onboarding and servicing through a client-facing portal and agentic solutions
- Travel between Edinburgh, London and other hub sites as required
Requirements
What you’ll need- Significant experience, typically gained over 8+ years, leading large, multi-skilled teams within banking or financial services
- Strong knowledge of KYC, OKYC, KYB, onboarding and client servicing in a regulated environment
- Ability to lead, motivate and inspire large teams through change, transformation and ambiguity
- Track record of delivering strong client, colleague and business outcomes through leadership, talent development and stakeholder influence
- Strong risk and control awareness, with ability to apply frameworks effectively
- Proven ability to lead and deliver sustainable change, simplification and process improvement at scale
- Ability to use data, analytics, automation and emerging technologies to improve performance and operational efficiency
- Understanding of how agentic solutions can be applied within operational processes would be beneficial
Benefits
Comp & perks- Flexible working options, including hybrid working and job share
- Workplace adjustments, including flexibility in office attendance, location and working patterns
- Pension contribution of up to 15%
- Annual performance-related bonus
- Share schemes, including free shares
- Lifestyle benefits such as discounted shopping
- 30 days’ holiday, plus bank holidays
- Wellbeing initiatives
- Generous parental leave policies
- Professional learning, growth and development opportunities
- Reasonable adjustments throughout the recruitment process
- Disability Confident Scheme interview guarantee for a fair and proportionate number of applicants meeting minimum criteria