Job Description

Scope and Purpose

 To liaise between front office (Marketing/Business Development) and back office (Operations/Accounting/Compliance).
 To be responsible for ensuring that relevant documentation are for establishing the relationship and processing the customer’s transactions.

Responsibility:
 To assist Relationship Managers in handling the clients and their requirements.
 To assist Relationship Managers in addressing the customer queries on Bank’s product and seek solution to their requests
 To perform other tasks as assigned by Relationship Manager & GRM
 Ensuring that all related documentations are processed in accordance with the Policy established and implemented by the Bank.
 Perform, also working in a team, administrative activities related to customer management.
 Pro-actively liaise with the customer in the management and resolution of problems and requests.
 Ensure the quality of the work carried out, as well as compliance with the deadlines, intervening operationally in urgent transactions.
 Ensure the proper management of customers guaranteeing internal compliance to the Bank's provisions for the regulatory framework as well as the Bank's other operating processes.
 Support Relationship Managers in assessing the management trend and economic performance of the reference customer and activating the necessary corrective actions.
 Handle preliminary activities and draft documents, proposals and marketing material

Required Experience

3-5 years of relevant experience

Required Qualifications, Skills and Knowledge

• Bachelor degree or post graduate in Economics/Marketing/Business/Law or related field

• Understanding of documentation and operating processes

• Good command of English and strong computer literacy

• Good team player with strong communication and analytical skills

• Familiar with local laws, banking regulations and practices

• Ability to understand market trends & macro developments

About us

We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!

With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.

Join an international and innovative Group. Don't wait for the future, choose it!

#sharingfuture

We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to D.lgs. 198/2006, 215/03 and 216/03.

For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A. as Data Controller. We invite you to review the dedicated Privacy Information Notice for more details.