Private Banking Services Specialist (100%)

This role covers a wide range of tasks, calling for a versatile generalist eager to handle various operational and conceptual responsibilities.Your tasks:Account & Client Data Management:Handle account openings, verification, and maintenance, ensuring compliance and accuracyMonitor account status, perform client data updates and maintain comprehensive recordsProvide essential correspondence upon request, maintaining meticulous document archivesCustomer Service:Support across E-Banking, internal Website, and Debit/Credit Cards for seamless customer experiencesAdminister user verifications and manage Debit/Credit Cards efficientlyBack Office:Process and coordinate outgoing and incoming paymentsExecute cash management ordersManage loans, credit lines, and pledges, including setup, lifecycle handling, and processing supporting documentationInvestigate reconciliation items, troubleshoot if necessaryContribute to enhancement projectsOccasional reception duties and serve as a pivotal contact for queriesYour profile:Advanced proficiency in banking systems and data managementExcellent communication and organizational skills.Fluency in English and Spanish; German is an advantageKnowledge and experience using Finnova is an assetAbility to handle diverse tasks and be an adaptable all-rounder in a dynamic work environmentMotivated and willing to join a dynamic and ambitious teamAbout Mercantil:Mercantil Bank (Schweiz) AG, is a Swiss private bank established in 1988. It specializes in private banking and wealth management services, including portfolio management and advisory services, tailored to meet clients\‘ financial needs. The bank is part of a prominent financial group headquartered in Panama, with a history spanning over 90 years in the industry.Are you interested in joining our dedicated team of professionals? Then we would be excited to hear from you! Please send us your application, CV, work references and diplomas by using the following link:Apply OnlineRecruitment Agency ApplicationFor further information please contact Raquel Bermudez, Tel. +41 44 915 12 12, www.hcsolutions.ch. Recruitment agencies are kindly requested to address suitable applications to HC Solutions directly.