Relationship Analyst Coordinator

Country: Switzerland

Coordinator

Report and work closely with Manager CSA to ensure that goals and objectives are metEnsure that policies and procedures are understood and followedResponsible for Time Keeping functions of the teamCoordinate projects until completionCoordinate training schedulesDistribute communicationsReports status of projects to the Manager CSASupport identity Theft prevention activitiesReport Operational Risk Events and assist with the investigations

Customer service

Check balance positions, loans, transfers, etc…Process applications for new American Express cardsRespond to inquiries related to debit or American Express cardsAddress request for bill paymentProcess cashier checks and checkbooks

Operations

Keep 360 updated:Prepare activity report, client’s investment profile, upload documents to secure inbox, verify clients E-banking status/ informationNew accounts & UpdatesVerify that account opening documents are complete and filled out correctly. Request new client number and register in GlobusOpening account, collect customer information, review and follow-upAccount update, collect customer information, review and follow-up

Wire Transfers

Process Wire Transfers for ClientsCredit operationsCoordinate meeting with credit areaReview documentation with banker regarding new loans or loan renewals prepared by Credit Risk and send to the client for signature

Controls

Review “Morning Movement Report” to verify account movements of previous days to ensure each transaction has been processed correctlyPrepare activity reportsRun Credit reports in Globus for expire and future maturity for loans, lines of credits and interest payments dueRun quarterly fee report for Bankers review and approval and ensure that client has sufficient funds to cover feeCoordinate error reports

Specialized Knowledge                 

Knowledge of office administrator responsibilities, systems and procedures  Proficiency in MS Office (MS Excel and MS Outlook, in particular)                Excellent time management skills and ability to multi-task and prioritize work    Attention to detail and problem solving skills                Excellent written and verbal communication skills                Organizational and planning skills in a fast-paced environment                Proactive, with an ability to suggest improvements                Knowledge of financial markets                
 

Job Requirements

Bachelor’s degree required or equivalent experience 3-5 years of relevant experience or demonstrated required level of proficiency  Fluent in Spanish, English and Portuguese