Clinet Service Officer

our client a leading financial institution offers a wide range of banking solutions to clients across the globe. With a commitment to innovation and excellence, we provide a dynamic environment where you can grow and thrive in the world of finance. Want to be part of innovation by implementing and driving cutting edge technologies within a world class organization.

salary:

• up to 55 PLN net + vat/h (B2B)

employment type: CoM, B2B

work model: Hybrid

location: Warsaw

stage 1: phone call with {skills} matter recruiter (15-30 min)

stage 2: online call with the client (60 mins)

stage 3: decision

• Deliver wealth management services to PRIVATE BANK clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit, and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
• Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products with other teams
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firms reputation and safeguarding bank group, its clients, and its assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing and reporting control issues with transparency.

• 0-2 years of relevant experience
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyse data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client-facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• Bachelors/University degree or equivalent experience

• Competitive salary
• Hybrid model of work – from modern offices and home (following the training period)
• Working hours: 9:00-17:00 CET
• Working in a friendly, dynamic, supportive, and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
• Structured onboarding process and extensive training
• Opportunity to influence the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
• Unlimited development opportunities within bank group global network.
• Exposure to a wide range of internal stakeholders as well as to senior management

{skills} matter is a recruitment agency, we specialise in the IT area. we focus on candidate experience, professionalism and honesty. we will help you achieve your professional goals and develop your career.