- Deliver wealth management services to bank clients with guidance from the Banker teams
- Manage and execute client transactions with respect to business and individual banking, credit, and investment products; ensure transactions are completed within audit and compliance standards as well as timely
- Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
- Coordinate account maintenance for all products with other teams
- Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
- 0-2 years relevant experience
- Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
- Ability to problem solve and analyse data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience; knowledge of investments, banking, and credit products
- Bachelors/University degree or equivalent experience
- Competitive salary
- Hybrid model of work – from modern offices and from home (following training period)
- Working hours: 9:00-17:00 CET
- Working in a friendly, dynamic, supportive, and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
- Structured onboarding process and extensive training
- Opportunity to have an influence on the way you perform your tasks – our client is constantly looking for new and better ways and encourages all improvement ideas
- Unlimited development opportunities within global network
Temporary work offer
Podobne oferty:
15.05.2024
Opiekun Pacjenta Stomatologii
Firma: Medicover Stomatologia
Lokalizacja: łódzkie / Łódź, ul. Rydza-Śmigłego 20
Dołącz do nas jeśli: znasz język angielski na poziomie komunikatywnym (około 30% naszych pacjentów posługuje się tym językiem), masz minimum roczne doświadczenie w koordynowaniu zadań i grafików, posiadasz umiejętności sprzedażowe , dobrze znasz pakiet MS Office (Word, Excel, Outlook) w celu prowadzenia...
15.05.2024
Maps Customer Support with Japanese
Firma: COGNIZANT TECHNOLOGY SOLUTIONS POLAND SP Z O O
Lokalizacja: pomorskie / Gdańsk
What we do As Top Employer, we are dedicated to helping the worlds leading companies build stronger businesses - helping them go from doing digital to being digital. Cognizant Poland offices are located in Gdansk, Wroclaw, and Kraków. With the capacity to support various clients, we offer a world of opportunities for both...
14.05.2024
Specjalista do spraw obsługi klienta
Firma: Powiatowy Urząd Pracy w Bytomiu
Lokalizacja: śląskie / Bytom
obsługa klienta, sprzedaż, zawieranie umów, przyjmowanie gotówki Wymagania konieczne: Wykształcenie: średnie ogólnokształcące Wymagania inne: Wymagania: mile widziana umiejętność obsługi programów księgowych i kasy fiskalnej.