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 liaison between clients and our internal teams, ensuring the smooth 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 resolve outstanding issues and escalate to the Customer Relationship Officer (CRO) if necessary.
• Internal advocacy, e.g., vis-à-vis operations, compliance, and offshore entities, as necessary for conducting annual reviews and onboarding documents
• Where authorized by the Fitness and Propriety 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 administration of new loans from approval to disbursement
• Carrying out research work at the request of the CRO
• Act as the team's point of contact for other departments within the bank (troubleshooting, inquiries, etc.)
• Compliance with the Code of Conduct and all internal regulations (e.g., cross-border transactions, 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 qualities:

• Customer-focused and service-oriented mindset
• 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 offer:

• A highly competitive, non-contributory pension commitment (with the option to make further contributions via salary sacrifice)
• Increased annual vacation entitlements
• Private health insurance
• Reimbursement of membership fees
• Life insurance
• Income protection
• Leasing of electric vehicles
• Travel loan
• A wide range of additional benefits and opportunities for employees, such as wellness apps, mortgage brokerage, insurance discounts, access to discount portals, and much more.