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Operations Officer (100%)

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Offered by:

Mercantil Bank (Schweiz) AG

Finance / Accounting
Zurich

This role covers a wide range of tasks, calling for a versatile generalist eager to handle various operational and conceptual responsibilities.

Your responsibilities:

Account & Client Data Management:

  • Handle account openings, verification, and maintenance, ensuring compliance and accuracy
  • Monitor account status, perform client data updates and maintain comprehensive records
  • Provide essential correspondence upon request, maintaining meticulous document archives

Customer Service:

  • Support across E-Banking, internal Website, and Debit/Credit Cards for seamless customer experiences
  • Administer user verifications and manage Debit/Credit Cards efficiently

Back Office:

  • Payments (Process and coordinate outgoing and incoming orders)
  • Execute cash management orders
  • Loans, Credit lines and pledges: Setup and lifecycling credit products, processing and managing the supporting documentation
  • Investigate reconciliation items, troubleshoot if necessary
  • Contribute to enhancement projects
  • Occasional reception duties and serve as a pivotal contact for queries

Requirements:

  • Advanced proficiency in banking systems and data management
  • Work experience in Swiss Private Banking is a significant advantage
  • Excellent communication and organizational skills
  • od kledge of Spanish, written and spoken; German and English language skills are advantageous
  • Kledge and experience using Finnova is an asset
  • Versatility: Ability to handle diverse tasks and be an adaptable all-rounder in a dynamic work environment
  • Motivated and willing to join a dynamic and ambitious team