Private Banking Relationship Analyst – Poland (BSISA)

Santander Private Banking International; Genf; Vor Ort; CHF 65.000 - 110.000; Vollzeit

Zusammenfassung

Banco Santander International S.A. in Geneva seeks a proactive assistant to the Front Office team, providing daily support and learning the needs of bankers and clients.

You will perform service tasks in a well-organized and timely manner, learning how to assist with opening banking relationships and dealing with Legal & Compliance matters. You will collaborate closely with Onboarding, Legal & Compliance, Credit, Payments and back office, ensuring transactions are correctly processed and

Qualifikationen

• Bachelor’s degree or equivalent.
• 1–4 years of relevant experience in financial/banking with customer service, operations, compliance or back office.
• Strong knowledge in Banking, Business Administration and Finance.
• Proficient in MS Office and related tools.
• Good planning, organizational and problem-solving skills.
• Dynamic, proactive and capable of working independently.
• Team player with excellent interpersonal skills and eagerness to learn.

Aufgaben

• Provide customer service and administrative support for opening banking relationships, including dealings with Legal & Compliance.
• Monitor progress of tasks and ensure proper follow-up.
• Check balances, loans, transfers and other banking operations.
• Process payment instructions and card-related applications.
• Support Front Office with onboarding, compliance, credit, payments and back-office coordination.
• Monitor transactions and ensure completion by operations.
• Assist with FX transactions and wire transfers management.
• Prepare documentation and support to Bankers and Front Office team.

Kenntnisse

Customer service

Operations

Compliance

Back office

Report preparation

Teamwork

Planning & organization

Problem solving

Interpersonal skills

Ausbildung

Bachelor’s degree

Tools

MS Office

Jobbeschreibung

Country: Switzerland

Potential 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:

• 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
• 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 in Polish and English (written and spoken).
• French and Spanish will be highly valued.

Requirements

• Eligible to work in Switzerland.