Kaufmännischer Sachbearbeiter Banking (m/w/d)
Core
Handling and reviewing customer and contract documents, maintaining master data in banking systems, and supporting account and portfolio management.
Role type
Administrative banking specialist
Builds
Customer accounts, portfolios, and internal banking reports
Domain
Banking and financial services
Deliverable
dashboards & analysis
Required skills
Document review, data entry, account management, regulatory compliance, report creation, MS Office
Responsibilities
Reviewing customer and contract documents, maintaining master data in banking systems, supporting account and portfolio management, handling customer inquiries and correspondence, monitoring deadlines and open transactions, creating reports and documentation