Central File Manager

Tasks

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

• Reviewing, checking, and validating all documentation related to customer accounts (openings, changes) in accordance with the guidelines.
• Managing all credit card-related activities in coordination with the consultants and the service provider.
• The 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 and have a good command of German (a plus).
• You have good social skills and a positive attitude.

We offer

The opportunity to join a dynamic and experienced team and contribute your skills in data analysis and management.