Senior Guarantee Officer Private Banking

Infastage
  • Post Date: August 27, 2020
  • Applications 0
  • Views 334
Job Overview

Responsibility for all aspects in connection with the processing of guarantee transactions (bank guarantees, Stand By Letter of Credits, payment undertakings, etc.) for domestic and international Private Banking clients.
This includes the following main tasks:

Advising relationship managers in connection with guarantee requests of clients

Proposing the type of guarantee and setting up the guarantee draft to fit to the request of the client and the underlying economic transaction

Coordinate with internal stakeholders (mainly the Relationship Manager, the Credit Officer and Compliance) to receive the necessary approvals

Handling of the guarantee transaction itself, including issuance, amendments and eventually the handling of claims received from beneficiaries of guarantees

Responsibility for all aspects in connection with the processing of credit card requests for domestic and international Private Banking clients.
This includes the following main tasks:

Checking credit card applications of clients if these have been completed in accordance with the requirements of credit card companies and in terms of compliance rules within the Bank

Issuance and amendments of bank guarantees in connection with credit card applications

Entering card application data in external online systems of card companies
Contact to external credit card companies

Administration duties, e.g. scanning of documents, updating Excel-data, filing, etc.

Support relationship managers in all matters related to bank guarantees and establish regular and proactive contact, including participation in client meetings and calls

Provide ongoing advisory support to Private Banking front office and relationship managers

Contribution in projects and process improvements

Deputize other Guarantee Officers during their absences

 

We also offer the position of a team leader:

In addition to your responsibilities as a Guarantee Officer, you lead a team of 6 direct reports (Guarantee Officers), including supporting the Guarantee Officers in their daily work, ensuring education of internal stakeholders, and being responsible with your team for the coverage and development of all aspects related to bank guarantees and credit cards.

Job Detail
  • Offerd Salary120,000 CHF
  • Career LevelOthers
  • Experience4 Years
  • GenderBoth
  • INDUSTRYBanking
  • QualificationMaster’s Degree
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