Operatore/Operatrice di Succursale Private Banking Sondrio
Core
Branch operator supporting the branch manager and financial consultants by handling client needs, administrative tasks, and front/back-office operations for private banking clients.
Role type
Branch operations specialist (Private Banking)
Builds
Banking services, financial products, and insurance solutions for private and institutional clients
Domain
Banking / Private Banking
Required skills
Client relationship management, Office automation, Problem solving, Organization, Accuracy
Preferred skills
RUI Section E membership, Degree in economic/financial field
Technologies
Office automation tools
Responsibilities
Manage internal and external client needs supporting the Branch Manager, Provide administrative assistance on banking/financial/insurance services, Handle front desk and back-office activities (welcome, account opening, file processing, registry management, contract management, financial order entry, cash handling), Ensure punctual and effective service for clients and consultants