Customer sales assistance

Job description: Customer Sales Assistant in Private Banking

Tasks

• Ensuring a smooth and professional customer and employee reception
• Support for internal and external events (event organization)
• Administrative support for courses and presentations
• Administrative support for credit and financial services
• Processing of customer-related statuses
• Monitoring and follow-up of internal and external correspondence with customers

Requirements

• Successfully completed banking training or a comparable qualification (ideally with a focus on private banking asset assistance)
• At least 2 years of professional experience in a comparable position
• Quick comprehension paired with high analytical skills
• Service orientation, organizational skills, administrative awareness and a high level of commitment
• Confident handling of common MS Office applications (incl. Excel, PowerPoint) and presentation and communication techniques

We offer

• not specified