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
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Job details

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