Client Onboarding Executive

This full-time position at Allica Bank in Milton Keynes involves guiding established small and medium-sized enterprises through the process of opening new business accounts. The primary daily task is to contact potential clients via phone and email to convert them into users of the bank’s current account and savings products. You will manage the entire onboarding journey, starting from identifying prospects and ending with the delivery of live, actively used accounts. The role requires close collaboration with internal teams, including relationship management, product, marketing, and operations, to ensure a high-quality customer experience. Candidates must be confident in conducting remote sales calls with business decision-makers such as owners, directors, or finance directors. Strong stakeholder management skills are essential, with a clear focus on achieving positive outcomes for both the bank and its clients. The target customer segment consists of businesses that have been trading for at least twelve months and hold cash balances of fifty thousand pounds or more. The advert does not specify particular software tools, formal qualifications, or specific years of experience required for this role. There is no mention of language requirements beyond the implied need to communicate effectively in English. The working arrangement is based at the Milton Keynes office, though the role involves significant remote sales activity. This position suits individuals who are capable of managing variable-intent prospect lists to generate high-quality business accounts while delivering exemplary service.