Job offer
Digital Banking Tools Front & Client Advisor
The Digital Banking Tools Front & Client Advisor position at Julius Baer involves handling client queries, analyzing and resolving issues, as well as documenting and managing queries. The ideal candidate will have a commercial apprenticeship, banking knowledge and experience as a call agent in the financial services sector.
Job description
Digital Banking Tools Front & Client Advisor 80% - 100% (m/f/d)Tasks
- Processing and responding to verbal and written inquiries from customers and internal customer advisors in German, English and Spanish (preferably Italian and/or French)
- Analyzing and solving problems, communicating and maintaining the knowledge database
- Daily documentation and management of all requests in the ticketing system used for this purpose, including pending issues management
- Active participation in the optimization and further development of operational processes in the Service Centre
Requirements
- Completed commercial apprenticeship, preferably at a bank, or high school diploma
- Good banking knowledge and an interest in and understanding of financial products are required
- Several years of experience as a 1st level call agent at a financial services provider or in private banking
- Fluent German and Spanish, very good knowledge of English, preferably Italian and/or French
Competencies
- Accurate and efficient way of working
- Resilient and able to work under pressure
- Team-oriented personality who is always focused on internal and external customers
Job details
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