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Main purpose of this position is to process and support Commercial Banking customers in regard to account opening and closure, account maintenance, update of customer records, preparation of reports or other documents requested by internal stakeholders and customers, and processing of financial transactions on customer accounts. Daily tasks include analysis of requests as well as of banking and legal documentation emanating from customers or other departments, pertaining to their banking activities. The jobholder needs proficient level both in Hebrew and English to understand customer documentation and perform requested actions. The role requires to liaise with Relationship Managers and various internal stakeholders to ensure good quality of customer records kept by the Bank. Daily tasks also require problem solving attitude, attention to detail, excellent analytical skills, and thorough knowledge of procedures and policies to deliver high quality service and achieve maximum customer satisfaction in areas and timeframe agreed in internal documentation.
Job Responsibility:
Process and support Commercial Banking customers in regard to account opening and closure, account maintenance, update of customer records, preparation of reports or other documents requested by internal stakeholders and customers, and processing of financial transactions on customer accounts
Analyse banking and legal documentation related to Customer’s banking activity, both in English and Hebrew, to ensure correct upkeep of customers’ records
Provide service by focusing on executing requests and resolving problems efficiently, accurately and professionally
Demonstrate knowledge of procedures, process, systems and take initiative to update and improve them
Work effectively, professionally and demonstrate ways to improve customer service
Act in compliance with procedures
policies, internal regulations and rules existing in workplace
Assist line manager with managing day to day operations to ensure that SLAs are met, act as manager’s deputy during his absence
Collate, review, and prepare any additional process-related documentation
Build professional relationship and effective and constructive cooperation with co-workers and Business Partner
Complete and update all data requirements (timesheets, systems, databases etc.) in a timely manner
Ensure that quality and productivity levels are achieved at all times as per the standards set for the processes
Participate in team/departments meetings, team activities and work towards sustaining team spirit
Requirements:
Proficient English – written and verbal
Proficient Hebrew – written and verbal
Excellent communication and analytical skills, with the ability to analyse complex structures
Attention to details
Ability to multi-task, organise and prioritise responsibilities, depending on their criticality
Self-motivation and ability to work independently and under time pressure
At least 1 year experience in banking or other financial organization
University degree (preferably in banking, economics, finance)
Good understanding of the financial industry
Excellent knowledge of MS Office
Team Spirit building skills
Ability to work within international environment
Nice to have:
Knowledge of any additional language will be an asset
What we offer:
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)