Private Banking Assistant - Europe (BSISA)
AI in this role
Responsibilities:
Assist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following tasks:
1. Customer service, helping on:
- Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
- Monitoring progress of tasks and ensure proper follow-up
- Checking balance positions, loans, transfers, etc.
- Addressing request for payment instructions
- Process applications and inquiries related to Credit/Debit Cards
2. Operations and Back Office, supporting on:
- Ensure close collaboration with various departments including Onboarding, Legal & Compliance, Credit, Payments and back office.
- Monitoring and verifying that all the transactions requested have been completed/processed by the operations department.
- FX transactions and wire transfers management
- New accounts and Updates
- Prepare documentation and assistance to Bankers and other members of Front Office Team.
Profile
- Formal Academic Education: i.e. bachelor’s degree
- 1-4 years of relevant experience in financial and banking industry in the following fields: customer service, operations, compliance, back office, dealing with internal and external clients, preparation of reports and customer visits.
- Strong technical knowledge in Banking, Business Administration and Finance
- Software: good use of Office tools.
- Good planning and organizational skills/problem-solving approach.
- Dynamic, pro-active, and capable of completing tasks in an independent manner.
- Adaptable, personable team player with “can-do” attitude and great interpersonal skills.
- Teamwork and team spirit focused.
- Eager to learn.
Languages
- Languages: Fluent English (written and spoken). French and Spanish will be highly valued.
Requirements
- Eligible to work in Switzerland.
How we rate this
Private Banking Assistant - Europe (BSISA) at Santander rates 39 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.
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