Bankkaufmann (m/w/d)* im Bereich Client Services mit Home...
Core
Managing corporate client relationships across the entire lifecycle, ensuring regulatory compliance, and executing account operations and contract management.
Role type
Corporate Banking Client Services Specialist
Builds
Corporate banking accounts, payment solutions, and investment products for business clients
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Corporate banking operations, regulatory compliance (Compliance & Tax), customer lifecycle management, CRM administration, contract management, account opening/closing, KYC processes, ERP system navigation
Preferred skills
Business administration degree, investment product knowledge, SAP CX proficiency, English language skills
Technologies
SAP (CRM, ERP)
Responsibilities
Manage corporate client accounts including account management, payment processing, and contract administration; Ensure implementation of regulatory requirements; Support clients through onboarding, account opening, KYC, and authorization management; Handle incoming inquiries via phone and ticketing systems; Assist in investment management and ongoing account administration; Maintain and document client information in CRM systems; Prepare complex business cases for various stakeholders; Coordinate account openings and contract/system changes; Monitor overdrafts within daily allocation