client service officer

For our client, one of the biggest banking organization we're looking for candidates who would like to develop their career in banking.

What we expect

• Bachelor's/University degree or equivalent experience
• 0-2 years relevant experience
• knowledge of investments, banking, and credit products
• 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

Employment agency entry number 47

this job offer is intended for people over 18 years of age

What we offer

• 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 have an influence on 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 global network
• exposure to a wide range of internal stakeholders as well as to senior management
• pay rate: 60 PLN/hour and B2B contract for 10 months (with the possibility of extension)
• hybrid model of work – from modern offices and from home (following training period)
• full time, Monday-Friday, working hours: 9:00-17:00

Your tasks

• delivering wealth management services to bank clients with guidance from the Banker teams
• managing and execute client transactions with respect to business and individual banking, credit, and investment products
• ensuring transactions are completed within audit and compliance standards as well as timely
• taking ownership of client investigations (e.g. statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
• coordinating account maintenance for all products with other teams
• enforcing 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 firm's reputation and safeguarding bank, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency