Job offer
Private Client Specialist
The position of Private Client Specialist (40–60%) involves providing comprehensive support, advice, and management of private client accounts, as well as processing financial transactions and loan applications.
Her Calling
- The quiet role in developing and shaping the learning curve of the retail customer base and advising on the organization of customer appointments.
- You will assist our customers at the official customer service centers.
- You are responsible for ensuring the smooth execution of transactions for retail customers. Your areas of expertise.
- The scope of responsibility includes:
- Planning customer visits.
- Preparing business documents and advising our clients.
- Managing orders and supporting the bank's management.
- Coordinating internal and external appointments.
- Participation in training and professional development programs.
- The creation of reports and analyses.
- Maintaining customer relationships.
- Advising customers on our products and services.
- Processing account openings and closings.
- Processing cash and cashless transactions.
- Processing deposits and withdrawals.
- Management of customer accounts.
- Monitoring credit risks.
- Preparing loan applications.
What you bring with you
- Completed banking training or equivalent basic business training
- Professional Interaction with Customers and Customer Service Representatives
- The excellent organization and flexibility in everyday life
- A positive attitude and team spirit
- Precise work with technical equipment and applications
- Proficiency in using common Office applications
- A strong willingness to learn and a spirit of initiative
- A willingness to engage in ongoing professional development
- The ability to adapt to new areas
- The ability to explain complex issues in an understandable way
- The ability to develop one's own solutions
- The ability to work as part of a team
- The ability to perform under pressure
- The ability to deal with conflicts
- The ability to act proactively
- The ability to take responsibility
- The ability to make decisions
- The ability to set priorities
- The ability to manage time
- The ability to communicate effectively
- The ability to build good relationships
- The ability to show empathy
- The ability to listen actively
- The ability to provide feedback
- The ability to solve problems
- The ability to think creatively
- The ability to be innovative
- The ability to learn throughout one's life
- The ability to be flexible
- The ability to be resilient
- The ability to stay motivated
- The ability to be committed
- The ability to be reliable
- The ability to be on time
- The ability to work with precision
- The ability to work carefully
- The ability to work conscientiously
- The ability to work honestly
- The ability to work fairly <
Job details