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Digital & Banking Service Specialist(m/w/x)
Serving online banking users with account setup, password resets, and troubleshooting via phone, email, chat at a global wealth manager. Customer service experience with online banking product proficiency required. Focus on sustainable investing.
Requirements
- High school diploma, equivalent, or bachelor's degree
- Experience in call center or customer service
- Understanding of online banking products and processes
- Proficiency in online banking and mobile applications
- Excellent verbal and written communication skills
- Exceptional problem-solving skills and attention to detail
- Ability to multitask and prioritize efficiently
- Patience, empathy, and desire to help
- Proficiency in CRM systems and call center software
- Experience in other banking activities or services
- Bilingual proficiency in French and English
- Mandatory residence in Switzerland
Tasks
- Serve as the primary contact for online banking products
- Resolve inquiries via phone, email, and chat
- Assist with account setup and password resets
- Perform general troubleshooting for customers
- Educate users on platform features and functionalities
- Escalate complex technical issues to specialized teams
- Maintain expert knowledge of banking policies and procedures
- Document interactions and transactions in the CRM system
- Collaborate with internal departments to resolve concerns
- Support the development of additional services as needed
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
- Spanish – Business Fluent
- Italian – Basic
Tools & Technologies
- Online banking platforms
- Mobile applications
- CRM systems
- Call center software applications
Benefits
Informal Culture
- Diverse and inclusive work environment
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
Not a perfect match?
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Digital & Banking Service Specialist(m/w/x)
Serving online banking users with account setup, password resets, and troubleshooting via phone, email, chat at a global wealth manager. Customer service experience with online banking product proficiency required. Focus on sustainable investing.
Requirements
- High school diploma, equivalent, or bachelor's degree
- Experience in call center or customer service
- Understanding of online banking products and processes
- Proficiency in online banking and mobile applications
- Excellent verbal and written communication skills
- Exceptional problem-solving skills and attention to detail
- Ability to multitask and prioritize efficiently
- Patience, empathy, and desire to help
- Proficiency in CRM systems and call center software
- Experience in other banking activities or services
- Bilingual proficiency in French and English
- Mandatory residence in Switzerland
Tasks
- Serve as the primary contact for online banking products
- Resolve inquiries via phone, email, and chat
- Assist with account setup and password resets
- Perform general troubleshooting for customers
- Educate users on platform features and functionalities
- Escalate complex technical issues to specialized teams
- Maintain expert knowledge of banking policies and procedures
- Document interactions and transactions in the CRM system
- Collaborate with internal departments to resolve concerns
- Support the development of additional services as needed
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
- Spanish – Business Fluent
- Italian – Basic
Tools & Technologies
- Online banking platforms
- Mobile applications
- CRM systems
- Call center software applications
Benefits
Informal Culture
- Diverse and inclusive work environment
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
About the Company
Lombard Odier
Industry
FinancialServices
Description
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
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