Client Banking Specialist

Volaris Group; Cardiff; On-site; GBP 25,000; Part time

Job summary

A leading financial services firm in Cardiff is seeking a professional for a temporary role that involves financial compliance and client support. The ideal candidate will have experience in Fintech or online banking, handling sensitive data, and ensuring AML compliance. This position offers a salary of £24,985.00 per annum and requires strong attention to detail and excellent communication skills.

Qualifications

• Proven experience in Fintech, online banking, or financial services.
• Strong attention to detail with a problem-solving mindset.
• Excellent communication skills and a client-first attitude.

Responsibilities

• Run AML checks with precision and ensure full compliance.
• Guide clients through banking systems with clarity.
• Monitor account activity to escalate compliance concerns.

Skills

Experience in Fintech

Strong attention to detail

Excellent communication skills

Tech savvy

Organised and proactive

Job description

Job Summary

This role goes beyond typical customer support. You’ll handle sensitive financial data, run AML checks, monitor account activity, and guide clients through our banking systems. It’s ideal for someone with experience in Fintech, online banking, or financial services, who thrives on precision, integrity, and proactive problem-solving.

You’ll be the human bridge between AI-driven automation and the trust required to safeguard client funds — helping agents stay compliant, confident, and secure.

Job Description

About Us

We’re part of the agentOS Proptech Group, home to:

agentOS – our powerful CRM solution for property professionals

agentPay – our rent automation service designed to make property management effortless

Calmony - our innovative banking and payments platform, purpose built for property professionals.

Calmony was born out of necessity after the 5th AML Directive prompted UK banks to withdraw client accounts from agents. By blending online banking, payment services, and same-day BACS into a single, easy to use account, we help agents retain access to client accounts while protecting their income and reputation.

We go beyond traditional banking - blending technology, compliance and security – to ensure client funds are safeguarded at every step. With AML checks for all payees and real time account monitoring to prevent financial crime, our mission is to provide agents with the tools, confidence and support they need to thrive.

The Role

This isn’t your typical customer support job.

While you will engage directly with clients – the real focus lies in financial operations, AML compliance, and support for Calmony’s banking services. We’re looking for someone with proven experience in Fintech, online banking, or financial services – someone who understands the critical responsibility of handling client funds with accuracy, trust and integrity.

What You’ll Do

In this role you’ll be at the centre of financial compliance and client success in a fast-evolving financial landscape. You will:

• Run AML checks with precision and ensure full compliance
• Guide clients through our banking and payment systems with clarity and confidence
• Monitor account activity to detect and escalate any compliance concerns
• Resolve support tickets quickly and effectively, balancing efficiency with quality
• Support onboarding for new clients, ensuring a seamless start to their journey
• Collaborate with internal teams to deliver consistent, reliable service
• Spot opportunities for clients to benefit from our platform and services

Why This Role Matters

As part of our AI transformation, many of our processes are now faster and smarter — but human judgment remains essential.

This role is the bridge between AI driven automation and the human insight required to maintain compliance, protect client money, and build trust. You’ll play a vital role in ensuring that as technology evolves, financial security, regulatory rigour, and customer confidence never fall behind.

What We’re Looking For

• Experience in Fintech, online banking, or financial services
• Strong attention to detail with a problem-solving mindset
• Tech savvy and quick to learn new systems
• Excellent communication skills with a client first attitude
• Organised and proactive with strong time management abilities
• A positive, collaborative approach to support clients and internal teams

Salary: £24,985.00 per annum

Worker Type: Temporary (Fixed Term)

Number of Openings Available: 1