Central File Manager

Tasks

As a Central File Manager, you will develop your analytical and oversight skills while ensuring seamless coordination with the various departments. Your responsibilities include:

• Sorting, reviewing, and validating documentation related to customer accounts (openings, changes) in accordance with the guidelines.
• The management of all credit card-related activities in coordination between the consultants and the service provider.
• Analysis of files related to new accounts or changes involving individuals residing in Switzerland and abroad, companies, estates, and guardianships, as well as other specific clients.
• Enforcing policies and processes through active and rigorous management of the outstanding accounts you have opened.
• Supporting customer service representatives and fostering constructive dialogue to achieve win-win outcomes.

Requirements

This position is suitable for you if:

• You have completed a business-related education (CFC, Maturität) and have several years of experience in the banking sector.
• You are a trustworthy person, have a good sense of confidentiality, and your analytical skills contribute to your autonomy.
• You speak French fluently, have a good command of German (a plus), and use computer programs as part of your daily work.
• You have good social skills, complemented by your positive attitude.

We offer

The opportunity to join a team of experts and develop your skills.