As a member of our Zurich Sales department, you will conduct multiple tasks to grow the business through providing best in class service to the existing clients of the Bank as well to new clients.
You are ready to bring and demonstrate:
- Client-first approach and commitment to high-class service
- Team playing attitude
- Understanding and escalation of client’s issues
- Suggestions for improvements of products, services and processes
- Commitment to our organizational values
- Sense of urgency and high energy
Role description:
- Support our Retail Sales team in Zurich
- Perform initial contact with the prospects as well as continuous follow up in coordination with the team member
- Provide full support to all our Sales team members to ensure a high service level and meet the team targets
- Handle incoming calls from prospects, clients and other departments
- Handle general internal and external correspondence and mailing
- View account forms, ensure completeness and correctness of the data provided for account opening purpose
- Conduct customer due diligence checking and performing identification of clients via video conference
- Coordinate with other departments (Legal and Compliance, Client Register, Central Data, payment) to ensure account opening and funding
- Other administration/ sales tasks as assignment from Line Manager
- Support for our customers in our Show Room
- Show room account openings for new customers
- Show room management (administrative activities)
-
German or Swiss German as mother tongue and fluent in English. French is a plus
- A proven experience in administration roles or sales support service
- Rigorous, great sense of priorities and excellent organizational skills
- You have a talent in efficiency and strong communications skills
- You have the ability to adapt yourself to a changing environment in a fast growing Bank
- You have an open-minded and team-oriented spirit
- Ideally a first experience in a Bank
SQ1
