Client Service Expert
il y a 5 jours
Gehst du gerne die Extrameile? Bist du eine kommunikative Persönlichkeit und zudem kunden
- und ergebnisorientiert? Dann lass uns gemeinsam die Erwartungen unserer Kundinnen und Kunden übertreffen und an der Erfolgsgeschichte der VP Bank weiterschreiben. Bei uns findest du Raum für Innovation und die Verwirklichung deiner Ideen._
**Deine Herausforderung**:
- Professionelle und selbstständige Bearbeitung von Kundenanfragen, Reklamationen & allgemeiner Korrespondenz
- Vor
- und Nachbereitung von Kontoeröffnungen für Privat
- und Firmenkonten sowie Kreditkartenanträgen
- Bearbeitung und termingerechte Ausführung von Überweisungsaufträgen
- Erstellung der Dokumentation für Kundentermine oder Geschäftsreisen
- Unterstützung der Kundenberater bei KYC und Compliance Themen
- Termingerechte Ausführung der wiederkehrenden Aufgabenliste
- E-Banking-Hotline Support
- Support bei Kundenterminen wie z.B. Unterstützung bei Kontoeröffnungen
- Überwachung von Kapitalmaßnahmen, Fälligkeiten, Erfassung von Termingeldern und Krediten sowie FX-Geschäften / Entgegennahme und Abwicklung von Wertpapieraufträgen (via Avaloq)
- Dokumentenmanagement via AppWay: (MiFID II relevante) Updates, Onboarding, Offboarding, Credit Application
- Unterstützung bei speziellen Projekten, Aufgaben und Kundenevents.
**Dein Profil**:
- Du verfügst über eine abgeschlossene Berufsausbildung als Bankkauffrau /-mann und mindestens zwei Jahre Berufserfahrung als Private Banking Assistenz oder du hast ein entsprechendes Studium im Finanzbereich absolviert
- Du siehst deine Aufgabe darin, dem Kunden und dem Kundenberater einen exzellenten Service zu bieten und hast Freude am Umgang mit Kunden
- Du bist selbstorganisiert, vertrauenswürdig, behältst auch in Stresssituationen den Überblick und bist in der Lage Prioritäten zu setzen
- Du zeichnest dich durch eine freundliche sowie kundenorientierte Arbeitsweise aus und verfügst über ein hohes Maß an Verantwortungsbewusstsein und Flexibilität
- Teamwork ist dir genauso wichtig wie uns
- Du hast fundierte Kenntnisse im Aufgabenbereich der Private Banking Assistenz, im MS-Office-Paket (Word, Excel) und idealerweise auch in den Systemen AppWay und Avaloq
- Du verfügst über hervorragende Deutsch
- und Englischkenntnisse in Wort und Schrift. Französischkenntnisse sind von Vorteil.
Im Falle einer Einstellung werden wir um die Vorlage eines Führungszeugnisses bitten.
**Dein/e Ansprechpartner/in**:
Während deines gesamten Bewerbungsprozesses wirst du begleitet von
**Anna Wiemer**: Senior People & Culture Consultant
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