Client Services Officer - Private Banking - Greek Speaker

Job description

We are seeking a proactive Client Services Officer (CSO) who is committed to serving clients and helping to fulfill our mission of empowering entrepreneurial minds to create long-term value. In this role, you will be a key link between clients and our internal teams, ensuring the seamless execution of client instructions while building strong relationships in a stimulating and dynamic work environment.

Main tasks

• Bank and client-related administration, e.g:
  • Transfers and payments
  • foreign exchange transactions
  • Monitoring and determination of bank deposits
  • Processing of purchase and sale transactions
• Interact with customers to track open issues and escalate them to the Customer Relationship Officer (CRO) if necessary.
• Internal stakeholders, such as operations, compliance and offshore entities, as required for the completion of annual reviews and onboarding documents
• Where authorized by the fitness and suitability certificate, promotion, recommendation, and arrangement of banking and investment products and services
• Preparing documentary support on behalf of the CRO to ensure the timely completion of periodic audits and onboarding submissions
• Completion and processing of loan applications and reviews, as well as management of new loans from approval to disbursement
• Carrying out research work at the request of the CRO
• Acting as a contact person on behalf of the team for other departments within the bank (troubleshooting queries, etc.)
• Compliance with the Code of Conduct and all internal regulations (e.g. cross-border services, anti-money laundering, clear desk policy, absence management)

Requirements

Experience

• 3-5 years of proven experience in a similar role in private banking or financial services

Knowledge

• Strong understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS)

Technical skills

• Familiarity with standard IT systems; ability to learn new software quickly

Qualifications

• AID Level 4 required
• Greek language (mandatory)

Personal characteristics

• Service-oriented and client-focused attitude
• Strong team player with a collaborative spirit
• High level of confidentiality and discretion
• Proactive and self-motivated
• Detail-oriented, precise and reliable
• Open and willing to learn new skills

Our values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Hands-on: Proactive to deliver high-quality results quickly
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership: promoting cooperation and teamwork, together with an entrepreneurial spirit

We offer

• A highly competitive, non-contributory pension commitment (with the option to make further contributions via salary sacrifice)
• Increased vacation entitlement
• Private health insurance
• Reimbursement of membership fees
• Life insurance
• Income protection
• Electric vehicle leasing
• Travel loans
• A wide range of additional benefits and opportunities for employees