Job offer
Client Opening Specialist
As a Client Opening Specialist, you will be responsible for checking client relationships, opening accounts and maintaining client master data. You will also support customer service and work on process adjustments and implementations.
Job description
Your tasks
- You check client relationships of natural and legal persons in accordance with CDB, GwG and internal guidelines
- You complete the openings in the Client Onboarding Tool (COB) and in the Avaloq core banking system
- You open pension accounts and vested benefits accounts
- You mutate customer master data in Avaloq
- You provide high-quality answers to inquiries from our internal customers and thus support our customer service department in opening up new customer relationships
- You work on the implementation of innovations and process adjustments
- You create process and work instructions
- You support the implementation of system tests (release and functional tests)
Requirements
- Customer openings and/or in the compliance department of a bank
- Good knowledge of the legal and statutory requirements for banks, in particular CDB, GwG and GwV
- Committed, resilient and team-oriented person
- Used to working independently and assertiveness
- Knowledge of the Avaloq banking system, basic knowledge of project methodology and sound knowledge of Microsoft Office products are an advantage
- Good knowledge of written and spoken German and French, other languages are welcome
What we offer
- Part of a flexible, dynamic and entrepreneurial working environment
- Stimulating and varied tasks
- Short decision-making processes, direct communication and openness
- Integration into our bank and the Crédit Mutuel Group
- Real development opportunities, attractive conditions and the chance to actively participate in ambitious projects
Job details