Scope and Purpose
- To liaise between front office (Marketing/Business Development) and back office (Operations/Accounting/Compliance).
- To be responsible for ensuring that relevant documentation are in order for establishing the relationship and processing the customer's transactions.
- To assist Relationship Managers in handling the clients and their requirements.
- To assist Relationship Managers in addressing the customer queries on Bank's product and seek solution to their requests
- To perform other tasks as assigned by Relationship Manager & GRM
- Ensuring that all related documentations are processed in accordance with the Policy established and implemented by the Bank.
- Perform, also working in a team, administrative activities related to customer management.
- Pro-actively liaise with the customer in the management and resolution of problems and requests.
- Ensure the quality of the work carried out, as well as compliance with the deadlines, intervening operationally in urgent transactions.
- Ensure the proper management of customers guaranteeing internal compliance to the Bank's provisions for the regulatory framework as well as the Bank's other operating processes.
- Support Relationship Managers in assessing the management trend and economic performance of the reference customer and activating the necessary corrective actions.
- Handle preliminary activities and draft documents, proposals and marketing material
Required Experience
0 3 years of experience
Required Qualifications, Skills and Knowledge
Bachelor degree or post graduate in Economics/Marketing/Business/Law or related field
Understanding of documentation and operating processes
Computer literacy
Good command of English
Customer and detail oriented
Ability to understand and exploit financial information and databases
Familiar with local laws, banking regulations and practices added advantage
About us
We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!
With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.
Join an international and innovative Group. Don't wait for the future, choose it!
