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Banking Specialist

vor 2 Monaten

Genève, Schweiz Alpian SA Vollzeit

As a Banking Specialist at Alpian, you will play a pivotal role in delivering exceptional banking support to our esteemed clients. From managing their cards to facilitating transactions and guiding investments, you will serve as their trusted advisor in the digital realm. Every interaction will be infused with the personalized touch that defines private banking, ensuring that our clients feel valued and understood.

Banking Specialist

RESPONSIBILITIES:

  • Engage with clients via chat, video calls, and phone calls to provide timely and comprehensive support.
  • Proactively address client inquiries and support tickets through our efficient ticketing system.
  • Cultivate strong relationships with our clients, serving as their first point of contact for onboarding, periodic reviews, and navigating cross-border regulations.
  • Compile insightful internal reports on client interactions, feedback, and technical issues to drive continuous improvement.
  • Collaborate closely with colleagues in the Wealth Management department and across various teams to resolve challenges effectively.
  • Attention to detail and ability to multitask in a fast-paced environment.

PROFILE:

  • Post-obligatory diploma or equivalent.
  • Minimum 1 year of experience in the financial sector, showcasing a dedication to client service.
  • Proficient in MS Office tools; experience with Temenos or CRMs is advantageous
  • A collaborative team player with a client-centric mindset.
  • Proactive problem solver, adept at leveraging digital tools.
  • Exceptional communication skills with a talent for inspiring and guiding clients.
  • Meticulous attention to detail and ability to multitask in a fast-paced environment.
  • A collaborative team player with a client-centric mindset.
  • Proactive problem solver, adept at leveraging digital tools.
  • Exceptional communication skills with a talent for inspiring and guiding clients.
  • Meticulous attention to detail and ability to multitask in a fast-paced environment.
  • Bilingual German/Swiss German and English (C1/C2 level), any other swiss national language as an asset