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Private Banking Assistant - Europe (BSISA)

GenevaRemoteFull-time

AI Summary

Supports the front office team at Banco Santander International S.A. by handling administrative tasks, customer service, and back-office operations for private banking clients in Europe.

About this role

Private Banking Assistant - Europe (BSISA)Country: Switzerland

Responsibilities:


Assist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following tasks:


1. Customer service, helping on:

  • Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
  • Monitoring progress of tasks and ensure proper follow-up
  • Checking balance positions, loans, transfers, etc.
  • Addressing request for payment instructions
  • Process applications and inquiries related to Credit/Debit Cards

2. Operations and Back Office, supporting on:

  • Ensure close collaboration with various departments including Onboarding, Legal & Compliance, Credit, Payments and back office.
  • Monitoring and verifying that all the transactions requested have been completed/processed by the operations department.
  • FX transactions and wire transfers management
  • New accounts and Updates
  • Prepare documentation and assistance to Bankers and other members of Front Office Team.

Profile

  • Formal Academic Education: i.e. bachelor’s degree
  • 1-4 years of relevant experience in financial and banking industry in the following fields: customer service, operations, compliance, back office, dealing with internal and external clients, preparation of reports and customer visits.
  • Strong technical knowledge in Banking, Business Administration and Finance
  • Software: good use of Office tools.
  • Good planning and organizational skills/problem-solving approach.
  • Dynamic, pro-active, and capable of completing tasks in an independent manner.
  • Adaptable, personable team player with “can-do” attitude and great interpersonal skills.
  • Teamwork and team spirit focused.
  • Eager to learn.

Languages

  • Languages: Fluent English (written and spoken). French and Spanish will be highly valued.

Requirements

  • Eligible to work in Switzerland.

Skills

Account ManagementBankingBusiness AdministrationComplianceCredit CardsCustomer ServiceDebit CardsFinanceFX TransactionsLegal & ComplianceOffice ToolsOperationsReport PreparationWire Transfers

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