POSITION OVERVIEW

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.
Be part of the central Service Executive Team (“SET”) in Zurich and act as the first point of contact for Relationship Managers and Client Service Executives, with regards to their client-related queries, supporting them in delivering excellent client service thanks to your built expertise.

Skills and experience:

• Meticulous, methodical, and concise, with a strong attention to detail.
• Strong team player, also able to meet tight deadlines and multi-task.
• Client-oriented.
• Someone with high service standards and attitude, and a strong ability to be flexible.
• Solution-oriented
• Eager to help improve our processes, with a continuous improvement mindset.
• Basic knowledge of the Bank’s products and services.
• Fluent (written and oral) in English; other languages are a plus ( e.g., German, French, Spanish, Italian)
• Four to five years of Financial Services experience in a service role and/or a college degre

Perform within the front-line Service Executive Team:

• Work hand-in-hand with Relationship Managers and Client Service Executives to provide advice and support them in their internal activities to deliver excellent client service.
• As an expert, be the “go-to” person on key activities and processes of the client lifecycle operations.
• Become owner and responsible of your assigned processes and activities, ensuring:
• You provide upward feedback to support continuous improvement of service quality.
• Understand internal support functions’ (Middle Office, Lending, Pricing teams, CLM, etc.) needs in terms of internal policies and regulatory requirements and be the internal point of contact between Coverage Teams and support functions, where applicable.
• Support other groups of expertise / team members in the delivery of their activities when they are confronted with increased workload.
• As part of your development plan, rotate among the different groups of expertise (see details below) to develop a strong knowledge of the Bank’s processes:
• Mandates and pricing management
• Transaction management, Ad-hoc client inquiries
• Creation of credit Limits through the global tool
• Account closure and workout management.

Skills and experience:

• Meticulous, methodical, and concise, with a strong attention to detail.
• Strong team player, also able to meet tight deadlines and multi-task.
• Client-oriented.
• Someone with high service standards and attitude, and a strong ability to be flexible.
• Solution-oriented
• Eager to help improve our processes, with a continuous improvement mindset.
• Basic knowledge of the Bank’s products and services.
• Fluent (written and oral) in English; other languages are a plus ( e.g., German, French, Spanish, Italian)
• Four to five years of Financial Services experience in a service role and/or a college degree