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As a Client Support Officer in the IAM Desk you will be in charge of the assistance to the internal and external CROs (Client Relationship Officers) that the desk is servicing.
You will participate to the desk customers activities notably:
- Receive, prepare and initiate the execution of customer’s instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures when required, transmitting the instructions to the relevant department)
- Input transactions in the system
- Collect customer’s instructions in case of corporate action events
- Follow-up on the accuracy and the completeness of the customers files
- Follow-up on pending issues and escalate to CRO if necessary
- Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.)
- Be the alternative contact person to CRO for customers (phone answering, meetings, etc.)
Performance of regular monitoring
- Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.)
- Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.)
- Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.).
**Profile**:
- Good knowledge in Financial field and products
- Good knowledge of Private Banking processes
- 3 to 5 years experience in a similar role
- Fluent in English and Greek any other language is considered as advantage (French, German, Luxemburgish);
- Good Knowledge of Microsoft Office (Outlook, Word, Excel, Powerpoint)
Personal Competences
- Client-oriented
- Proactive
- Flexible
- Continuous learning and improvement mindset
- Teamwork
- Confident communication skills
