cobalt banking relationship manager – σύμβουλος πελατείας ιδιωτών

We are looking for a Cobalt Banking Relationship Manager who will be responsible for the management and coordination of the tasks related to serving the Branch's affluent/high-net worth customers (Cobalt) regarding the sale of deposit, investment, lending and bancassurance products, in accordance with the Bank's policies and procedures. The job holder will promote the commercial objectives of the Branch, through the development and maintenance of good working relationships with Cobalt customers and by informing them about new banking products and services.

Responsibilities

• Responsible for Cobalt customer development & promotion of existing & new Retail Banking products & services.

• Market & Competition monitoring.

• Responsible for supervision / management of transactional relationship & performance of Cobalt clients and informing Clients in relation to the portfolio they hold with the Bank.

• Ensures that the provision of services to clients is carried out in accordance with the instructions and terms agreed with the Bank.

• Collaboration with competent units in the framework of development & promotion of products/services.

• Management of organizational & operational branch issues and checking the correct signing of customer requests before transmission to Central Services.

• Ensuring implementation/improvement of branch organization & operation procedures.

• Formulation & supervision of execution of internal plan for implementation of branch commercial & operational objectives concerning Cobalt customers.

• Keep informed of the preparation/monitoring/review of the Bank's Branch Network budget at branch level.

• Registering requests in the credit systems and ensuring the collection of the required customer supporting documents and their sending to the customer credit approval and management centers.

Qualifications

• Bachelor's degree from a higher educational institution, preferably in economics or another related subject (desirable).

• Master's degree (desirable) in the fields of business administration, finance or another related subject.

• 7 years of experience in a similar position.

• Professional certification under the joint decision of the Executive Committee of the Bank of Greece and the Board of Directors of the Hellenic Capital Market Commission (either of types: a1, a2, b1, b, c, d) and/or professional accreditation in private insurance intermediation (types A, D) will be considered an asset.

• Strong sales skills and solid understanding of customer behavior and relationship management.

• Customer-focused with excellent communication and interpersonal skills.

• Good command of both Greek and English.

Apply via LinkedIn or email: recruitment@crediabank.com