Global Credit Coverage Analyst: KYC & CRM Support

Crédit Agricole Group; Lavamünd; Hybrid; EUR 51.000 - 66.000; Vollzeit

Zusammenfassung

Crédit Agricole CIB Geneva is seeking a motivated trainee to support Relationship Managers and Senior Bankers in daily activities. You will prepare presentations for internal and client meetings and analyze client information for credit decisions.

You will collaborate with multiple business lines to coordinate product offerings and support the international network while updating the KYC files and CRM systems. Eligibility for the VIE program is required for EU citizens under 28.

Qualifikationen

• Master's degree is required.
• EU citizenship and eligibility for VIE program (under 28).
• Experience or ability to work with multiple business lines and international networks.

Aufgaben

• Support Relationship Managers and Senior Bankers in daily activities.
• Prepare presentations for internal purposes and client meetings.
• Analyze and prepare client information for credit and client reviews.
• Assist in credit applications, profitability calculations, annual credit reviews and keep databases up-to-date.
• Coordinate product offerings with different business lines and support the international network.
• Support the KYC process – update and monitor pending files.
• Maintain and update the internal CRM tool.

Kenntnisse

Relationship support

Presentation support

Data analysis

CRM usage

Ausbildung

Master's degree

Tools

CRM software

Credit analysis tools

Jobbeschreibung

Crédit Agricole CIB Geneva is seeking a motivated trainee to support Relationship Managers and Senior Bankers in daily activities. You will prepare presentations for internal and client meetings and analyze client information for credit decisions.

You will collaborate with multiple business lines to coordinate product offerings and support the international network while updating the KYC files and CRM systems. Eligibility for the VIE program is required for EU citizens under 28.