CareerPlan

Sachbearbeiter Banking (m/w/d)

Freising, Oberbayern, BAYERNFull-time2026-05-27 → 2026-11-10

Core

Process account opening applications, tax documents, and banking correspondence while handling back-office tasks like complaints and inheritance cases.

Role type

Banking operations specialist (back-office)

Builds

Account opening applications, tax documents, banking correspondence, payment processing, and customer service support

Domain

Banking / Financial Services

Required skills

Bank accounting basics, account booking, document processing, customer support (phone/written), complaint handling, inheritance case processing

Preferred skills

IT system proficiency, process automation ideas, teamwork

Technologies

Servicing platform, IT systems

Responsibilities

Process account opening applications and tax documents, handle bank back-office special processes (complaints, inheritance cases), serve as first point of contact for customer inquiries, perform account bookings and payment processing

Seniority

Entry-level to Mid-level, hands-on IC