Account Lifecycle Management Specialist
Credit Suisse
Wroclaw, Wroclaw, Polonia
10 d. temu

We Offer

Account Lifecycle Management team is the centralized one bank team responsible for opening, maintenance & closure of the Bank's external Nostro & Depot accounts.

The team supports all Operations and non-Ops departments and has presence in Zurich & Wroclaw. The account management process is a multifaceted process involving input from a number of teams globally and thus requires a dedicated team to support key processes and project deliveries.

The role will offer you the opportunity to gain extensive experience of all aspects of the account management process and a banking industry as a whole.

  • Ensure timely and accurate account opening and closing of Credit Suisse street side accounts with agent banks in compliance with regulatory, local market and agent bank requirements.
  • Coordination between Agent Bank, RM’s and Network Managers to ensure required documents and other related formalities are obtained and completed.
  • Coordinate the update of accounts in internal systems and the configuring in internal databases.
  • Lead the opening and closing of broker and certain technical accounts in internal systems.
  • Identifying, leading and bringing up where appropriate project risk and issues.
  • Building positive relationships with partners, peers and other Operations staff to ensure process completeness in place.
  • Open to discussing flexible / agile working.

    You Offer

  • Degree relevant to financial services with at least 2 years’ experience.
  • Strong communication skills in English, ability to build and maintain strong internal and external relationships.
  • Excellent judgment & analytical skills. Ability to be flexible & creative in problem solving.
  • Ability to multi-task, work with deadlines and accommodate varying levels of volume with excellent attention to detail.
  • Dedicated, Teammate highly motivated and can work well under pressure.
  • Our benefit

  • Private medical care
  • Charity days
  • Training and development
  • Internal Mobility
  • Other optional

  • Language training course
  • Mentoring
  • Family nursery and kindergarten funding, gift vouchers for Christmas
  • Parking allowance
  • Health promotion : Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.)
  • Employee discounts on various products and services (event tickets, consumer products, etc.)
  • Relocation package
  • Employee Referral Program
  • Flexible work schedule and working from home (home office)
  • If you apply for this role this means you agree with the following statement :

    Through my application for a role with Credit Suisse (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of job recruitment.

    Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws Dz.

    U No. 133, item 883) . I authorize Company to process my personal data for future recruitment processes.

    Furthermore, I authorize Credit Suisse Group AG and its’ affiliates, Taleo (UK) Limited, cut-e AG Kleiner Burstah 12 and milch & zucker The Marketing & Software Company AG to process my personal data.

    Credit Suisse and affiliates registration details.-

    Credit Suisse (Poland) sp. z.o.o Registered office - 1 Icchoka Lejba Pereca street, 00 - 849 Warsaw

    Credit Suisse Group AG Registered office - Paradeplatz 8, 8001 Zurich, Switzerland and its’ affiliates

    Taleo (UK) Limited Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom,

    Cut-e AG Kleiner Burstah 12 Registered office - 20457 Hamburg, Germany and

    Milch & Zucker The Marketing & Software Company AG Registered office - Küchlerstraße 1, 61231 Bad Nauheim

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