InCore Bank is a B2B transaction bank founded in 2007 and trusted by numerous private banks, securities firms, asset managers, institutional investors and fintech companies. The Swiss company with a banking and securities firm license stands for a highly capable comprehensive package: from traditional banking to digital assets, outsourcing, white-label investment products and other services. In 2020, InCore Bank became the first B2B bank to receive FINMA approval for banking services with digital assets. This makes it the first choice for companies when it comes to secure access to digital assets. InCore Bank feels at home in both the traditional and digital world.
For the Client Relationship & Sales department in Schlieren, we are looking for a person of integrity, reliability and independence to join the existing team as:
Assistant Relationship Management (80-100%)
In this service-oriented role, you will support the Relationship Management team in all administrative matters relating to the international client portfolio.
You
- provide administrative support to the team in the comprehensive area of customer care
- are active in day-to-day business and carry out regular reviews such as media & sanctions screening
- answer inquiries and complaints of all kinds by e-mail and telephone
- prepare the dossiers of existing customers and process changes to customer data:
- e-banking
- changes of domicile address, signature cards and contact lists
- name changes - update KYC profiles in accordance with internal specifications and formats
- maintain all data and manage customer interactions in the CRM tool
To be successful in this role, you will have
- a completed banking apprenticeship or a completed commercial apprenticeship in the financial sector
- several years of experience in a comparable function in the financial sector
- very good oral and written knowledge of German and English, other foreign languages an advantage
Your personality should be characterized by
- integrity and a high awareness of quality and reliability
- a service-oriented attitude towards our customers and internal stakeholders
- a focused and concentrated way of working
- self-motivation, a high level of initiative and team spirit with a positive and proactive attitude
We offer you an exciting area of responsibility with scope for working on your own initiative. You will be working in a small and dynamic company with short decision-making paths and a family environment. If you are interested in being part of this dynamic and growth-oriented environment for future financial technologies and products, we look forward to hearing from you.
Please send your complete application documents by e-mail to:
hr(at)incorebank.ch