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As an Upper Mass Segment Officer, reporting to the Branch Manager, you will manage and coordinate all activities related to servicing individual customers of the Branch, including the sale of deposit, investment, lending, and bancassurance products. You will support branch staff, delivering these services, ensuring smooth execution andcompliance to the Bank’s policies and procedures. You will actively promote the branch's commercial objectives by building and maintaining strong client relationships with the Upper Mass Segment and by informing them about new banking products and services. As the first point of contact, you will play a key role in ensuring an exceptional customer service experience. The role requires you to have a customer-focused profile and demonstrat strongcommitment to the achievement of the team’s and the Organization’s goals. Responsibilities:• Upper Mass clientele development &amp; promotion of existing &amp; new retail bankingproducts &amp; services• Market &amp; competition monitoring• Upper Mass customer relationship management &amp; performancesupervision/management• Ensure that the provision of services to customers is carried out in accordance withthe instructions and terms agreed with the Bank• Collaboration with competent units regarding the development &amp; promotion ofproducts/services• Responsible for managing organizational &amp; operational issues and checking theaccuracy of customer documentation before their transmission to Central Services• Ensuring the efficient implementation and improvement of branch organizational&amp; operation procedures• Formulating &amp; supervising the implementation of branch commercial &amp;operational objectives internal plan, concerning Upper Mass customers• Provide information during the preparation/monitoring/review of the bank'sbranch network budget at a branch level• In addition to the above, any other area of responsibility, duties and competenciesare assigned by the hierarchically superior level, such as daily incoming andoutgoing netting of accounts, settlement of returned checks, overdue Loansmanagement.• Manages relationships with local stakeholders at a branch level.Qualifications:• Bachelor’s degree, preferably in Accounting, Finance, Economics, BusinessAdministration or a related field• Master’s degree in a relevant filed will be considered an asset• Minimum of 5 years’ relevant experience• Professional certification under the joint decision of the Executive Committee ofthe Bank of Greece and the Board of Directors of the Hellenic Capital MarketCommission (either of types: a1, a2, b1, b, c, d) and/or professional accreditationin private insurance intermediation (types A, D) will be considered an asset• Solid knowledge of financial products and services, particularly loans and credit,and awareness of market competition• Strong sales skills and solid understanding of customer behavior and relationshipmanagement• Customer-focused with excellent communication and interpersonal skills• Very good command of English.

Upper Mass Segment Officer

We are looking for a Small Business Banking Relationship Manager who will be responsible for the management, development, coordination and completion of the sale of small business banking products and services, in accordance with the scope of the Branch's activities. The job holder promotes the commercial objectives of theBranch, through maintaining good transactional relationships with customers and informing them about new business products and services.Responsibilities• Responsible for the action plan and implementation regarding the development of new Business Banking (SB) clientele &amp; the promotion of Business Banking (SB) products/services• Support the Business Banking (SB) market &amp; competition monitoring• Design and implement the SB clientele retention plan and the additional SB products / services promotion plan• Coordinate, manage, monitor and execute all SB transactions• Management of overdue business loans• Support in the cooperation with relevant teams in the framework of development&amp; promotion of Business Banking (SB) Products/Services• Coordination with all relevant divisions of the bank in terms of SB products / services development and promotion strategy• Stay involved with the budgeting procedure (drafting / monitoring / revising), by providing all the required information• Support the implementation and improvement of the Branch’s organization and operations.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• 2 years of experience in a similar position is required• 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

Small Business Banking Relationship Manager

CrediaBank, which was created through the merger of Attica Bank and the formerPancreta Bank, is looking for an Upper Mass Segment Officer to join our dynamicteam.As an Upper Mass Segment Officer, reporting to the Branch Manager, you will manage and coordinate all activities related to servicing individual customers of the Branch, including the sale of deposit, investment, lending, and bancassurance products. You will support branch staff, delivering these services, ensuring smooth execution and compliance to the Bank’s policies and procedures. You will actively promote the branch's commercial objectives by building and maintaining strong client relationships with the Upper Mass Segment and by informing them about new banking products and services. As the first point of contact, you will play a key role in ensuring an exceptional customer service experience. The role requires you to have a customer-focused profile and demonstrate strong commitment to the achievement of the team’s and the Organization’s goals.Responsibilities:• Upper Mass clientele development &amp; promotion of existing &amp; new retail bankingproducts &amp; services• Market &amp; competition monitoring• Upper Mass customer relationship management &amp; performance supervision/management• Ensure that the provision of services to customers is carried out in accordance withthe instructions and terms agreed with the Bank• Collaboration with competent units regarding the development &amp; promotion ofproducts/services• Responsible for managing organizational &amp; operational issues and checking theaccuracy of customer documentation before their transmission to Central Services• Ensuring the efficient implementation and improvement of branch organizational&amp; operation procedures• Formulating &amp; supervising the implementation of branch commercial &amp;operational objectives internal plan, concerning Upper Mass customers• Provide information during the preparation/monitoring/review of the bank'sbranch network budget at a branch level• In addition to the above, any other area of responsibility, duties and competenciesare assigned by the hierarchically superior level, such as daily incoming andoutgoing netting of accounts, settlement of returned checks, overdue Loansmanagement.• Manages relationships with local stakeholders at a branch level.Qualifications:• Bachelor’s degree, preferably in Accounting, Finance, Economics, BusinessAdministration or a related field• Master’s degree in a relevant filed will be considered an asset• Minimum of 5 years’ relevant experience• Professional certification under the joint decision of the Executive Committee ofthe Bank of Greece and the Board of Directors of the Hellenic Capital MarketCommission (either of types: a1, a2, b1, b, c, d) and/or professional accreditationin private insurance intermediation (types A, D) will be considered an asset• Solid knowledge of financial products and services, particularly loans and credit,and awareness of market competition• Strong sales skills and solid understanding of customer behavior and relationshipmanagement• Customer-focused with excellent communication and interpersonal skills• Very good command of English.

The DS CoE Market Facing Manager along with the respective Finance Analysts will serve as a customer facing single point of contact for the DS CoE’s key finance stakeholders and customers for a given business unit, site and/or market. This role will also manage the internal aspects of the DS CoE, including resource management, task allocation, workload balancing, quality assurance, and outsourcing vendor coordination/direction.This role will coordinate the completion of all standard and ad hoc Finance requests within the DS CoE agreed upon scope and Standard Operating Procedures for a given business unit, site and/or market.&nbsp; This role will report directly to the DS CoE EMEA Lead and will be responsible for managing DS CoE resources to deliver DS CoE activities, tasks and deliverables in a timely and accurate fashion that meets or exceeds customer expectations. This role will also assist in delivery of analysis and reporting requests as necessary and supplement as an extra resource during peak workload situations.This role will require strong leadership, coordination and analytical ability coupled with sufficient knowledge of business/finance. Additionally, it will require strong communication skills with management of various Pfizer groups in Finance and Digital and customer focused approach.&nbsp;ResponsibilitiesThe DS CoE Market Facing Manager is responsible for the following:<ul><li>Serve as a point of contact along with the Finance Analysts for site/market Finance Directors, Market Facing FBPs, and other Pfizer stakeholders to field requests and make sure that Finance needs are met, risks/issues are resolved, and quality of output is consistently delivered in accordance with service level expectations</li><li>Direct and balance workflow to DS CoE Finance Analysts to ensure timely and efficient completion of ongoing/assigned tasks</li><li>Develop, track and report on DS CoE Key Performance Indicators.</li><li>Coordinate the completion of all standard and ad hoc Finance requests within his/her designated scope</li><li>Conduct preliminary variance or other analysis as requested by Finance colleagues or delegated by DS CoE EMEA Lead</li><li>Drive and enable Continuous Improvements in the DS CoE by constantly focussing on opportunities for improving efficiency and effectiveness of existing processes.</li><li>Support DS CoE wide continuous improvements initiatives and ensure DS CoE is aligned to them.</li><li>Act as member of the local leadership team supporting process review, team management and customer relationship.</li></ul>People management activities will include:<ul><li>Assist in the conducting of recruitment, selection and hiring of full-time and consultant staff</li><li>Conduct talent and performance review, development, goal setting activities for direct reports in accordance with Pfizer Human Resource standards</li><li>Ensure Global and Site DS CoE Compliance with internal controls over financial reporting and other regulatory compliance areas, as required</li><li>Determine and implement policies, procedures and service level expectations</li></ul>As required, the DS CoE Market Facing Manager may additionally need to:<ul><li>Prepare written preliminary commentary on reports and analysis</li><li>Assign/maintain status on projects and tasks to be performed by Finance Analyst roles</li><li>Understand and apply knowledge of the systems landscape, particularly sources of information necessary for the completion of management reporting and analysis requests</li><li>Understand and apply knowledge of best practices for data extraction and manipulation</li><li>Work directly with Finance Colleagues when necessary to complete analysis and reporting requests in the absence of availability within the analyst levels</li></ul>Resources Managed<ul><li>Senior Finance Analyst</li><li>Finance Analysts</li></ul>Qualifications and Technical Skill Requirements<ul><li>Bachelor’s degree from an accredited college or university</li><li>At least 5 years of finance/accounting or related experience</li><li>Solid experience in Finance reporting and planning processes and systems</li><li>Team lead experience required</li><li>Process-oriented with strong organization and planning skills</li><li>Excellent analytical skills, attention to detail, and time management skills</li><li>Excellent written and verbal communication skills; Business English required</li><li>Advanced understanding of finance IT system architecture may be required.</li><li>Competency with spreadsheets &amp; financial modelling (comfort with data manipulation and financial systems)</li><li>Management Reporting and Analysis process experience required.</li><li>Advanced Microsoft Office capabilities, particularly Excel, PowerPoint and Word</li><li>Ability to identify business issues/opportunities and to frame business questions</li><li>Basic knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial</li></ul>

Θέσεις Εργασίας Μακεδονία, Χρηματοοικονομικά

upper mass segment officer

CrediaBank

small business banking relationship manager

CrediaBank

upper mass segment officer

CrediaBank

merast decision support coe, market facing manager 4956922

Pfizer Hellas

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