Employee Assistance Hub Private Customers Bank (m/f/d) — Baloise

Full description

We are the bank of Helvetia – an innovative financial services provider that intelligently combines banking and insurance. Setting new standards together and shaping the future – for us, this means more than simply working through tasks. Here you work with people who take responsibility, have high demands and have the courage to go new ways. With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count. So you have the opportunity to really make a difference for our customers, your team and your personal development.

Tasks

As an employee of the Private Customers Bank Assistance Hub, you will form the organizational and administrative backbone for our customer advisors throughout Switzerland. You handle front-support tasks on a case-by-case basis and in a quality-oriented way, see yourself as a solution-oriented interface between sales and processing and contribute significantly to a high initial solution rate and a noticeable relief of the customer consultants: inside.

• Front Support & Dossier Management: You prepare customer discussions on basic consulting, financing, investing and provision before and after and prepare the corresponding contracts and opening documents.
• Process processing in the core banking system: You process new openings, master data mutations, netting and regulatory formalities independently and on a case-by-case basis directly in Avaloq.
• Order & Pendencies Management: You take over the coordinated processing of pendencies, group mailboxes and standardized business cases.
• Discharge & internal support: You are the contact point for internal and external inquiries. You support the customer consultants: inside and take over the telephone and written customer contact directly in case of absences.
• Quality & Process Optimization: You actively propose optimization in order to continuously make interface processes between service and sales easier and more efficient.

Requirements

• Training: basic commercial training in banking (banking EFZ) or equivalent commercial qualification with sound banking practice.
• Professional experience: Several years of experience in banking administration, customer service or sales-related sales support for private customer business.
• Sales and customer affinity: You have a strong understanding of the needs of sales, think strongly customer-oriented and enjoy contributing to a positive customer experience through excellent service.
• System competence: In-depth user knowledge of the Avaloq core banking system as well as routine in dealing with digital collaboration and document workflows.
• Working method: High level of self-organization, strong service mentality, structured approach and enjoyment of working together in a cross-location networked team.
• Languages: stylish knowledge of German in words and writing
• Knowledge of French and/or Italian is an advantage.

We believe in cooperation at eye level, mutual trust and people who want to take responsibility. Different perspectives help us to develop better solutions – for our customers as well as for us as a team.

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