UBS Card Center - Senior Sales Client Advisor Cards 100% (w/m/d) — UBS

Full description

Tasks

• Active support and development of a defined corporate portfolio in the field of card and T&E solutions
• Planning and carrying out customer visits, consulting and reviews (on-/off-site and remote)
• Analysis of customer needs, expenses and travel processes as well as map usage data for identifying potential
• Advice on company cards, T&E and additional solutions (e.g. virtual cards, central billing, reporting)
• Use CRM, reporting and analytics tools to identify and target sales opportunities
• Coordination of implementations, program setups, limit adjustments and service cases with internal bodies
• Actively promoting the use of digital card and T&E tools (portals, apps, self-service)
• Ensure compliance with KYC, risk, compliance and card-specific guidelines
• Documentation of customer interactions, jossands and financial statements in relevant systems
• provide market and customer feedback to further develop our card and T&E offerings
• Additional responsibility: Timely acceptance of the representation of the group management

Requirements

• 3–5 years of relevant experience in card, T&E or corporate banking distribution with demonstrable sales and consulting experience
• prefers professional experience in banking or banking environment
• strong sales and consulting expertise in the B2B environment and a joy in developing long-term customer relationships
• a well-founded understanding of business card, T&E and billing solutions or the willingness to work quickly and in depth
• strong analytical skills and safe handling of key figures (volume, usage, yield, travel data)
• structured, self-responsible and solution-oriented working methods with high quality standards
• high integrity, risk awareness and compliance orientation
• high load capacity and readiness to perform with a good process understanding
• very good communication and presentation skills in German (C2) and English (at least C1); other languages are of advantage
• high A-resinity to digital tools (MS Office, especially PowerPoint and Excel; ideally CRM and specialized systems)

We offer

• To strengthen our team in the area of Sales Commercial Cards & Travel & Expense (T&E), we are looking for a strong, pragmatic and customer-oriented personality with a sound experience in banking or banking.
• In this role, you will be supporting a defined corporate portfolio in the Zurich area, developing card and T&E programs and making a direct contribution to growth, efficiency and customer satisfaction.
• If you enjoy B2B sales, data-based advice and modern card/T&E solutions, you are right for us.
• At the company, we know that our employees with their different skills, experiences and backgrounds are our success.
• We are passionate about putting our employees first by offering them new challenges, a supportive team, development opportunities and, if possible, flexible working conditions.
• Our inclusive culture brings out the best of our employees, no matter where they are on their career path.
• We use artificial intelligence (AI) to work smarter and more efficiently.
• That is why cooperation is at the heart of our action, because together we are stronger.

Contact

• The US$5 million is a major credit card processor in Switzerland, and is the largest credit card processor in Switzerland.
• Much more than 3 million Visa and Mastercard credit cards are reliably handled through our systems.
• With more than 750 dedicated employees at the Glattbrugg and Manno locations, we combine many years of expertise with innovative power and work daily to make payments of tomorrow easier, safer and smarter.

Questions about this listing