Years of experience: 7

Data EntryCopywritingCustomer ServiceFinance

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Stephanie's Career Path
Senior Officer, CDD & OnboardingMay. 2025 -
Present
IQ-EQSenior Officer, CDD & Onboarding
Jersey
Onboarding & KYC OfficerJul. 2023 -
Apr. 2025
Lloyds Bank InternationalOnboarding & KYC Officer
Jersey
AdministratorNov. 2019 -
Feb. 2022
IntertrustAdministrator
St Helier, Jersey Channel Islands, United KingdomAdministrator at Intertrust

Stephanie's Posts

  • 2

    How I can help you

    • Streamline onboarding processes • Clarify client requirements • Manage company/trust structures • Handle bank remediation • Enhance customer service • Address queries and complaints • Improve data input accuracy

  • 2

    People I am looking for

    • Retail and individual clients • Professional clients • Corporate entities • Institutional clients

  • 2

    Experience & Cases

    • Facilitated new bank accounts • Established companies/trusts • Managed daily banking/admin • Supported firms with compliance • Assisted banking firms

  • 2

    How to contact

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