Banking Account Specialist Trainee - Bnp Paribas - Lisbon - Wizbii

Banking Account Specialist Trainee

  • Par Bnp Paribas
  • Lisbon (Portugal)
  • Bachelor's Degree
  • Finance / Contrôle de Gestion

Description de l'offre

BNP Paribas is a leading European bank with an international reach. It has a presence in 74 countries, with more than 192,000 employees – including more than 146,000 in Europe and over 4,000 in Portugal alone.

BNP Paribas is present in Portugal since 1985, having been the first foreign bank to operate in the country. Today, BNP Paribas has several entities operating directly in this territory, offering a wide range of integrated financial solutions to support its clients and their businesses.

Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.

Context

· Active part of a team working towards a common goal, following procedures and work organization
· Deal with several departments and interact with different BP2S activities, providing the possibility to expand the knowledge of all team members

ROLES AND RESPONSIBILITIES

· Process client instructions by analyzing, validating and implementing those instructions
· Check and monitor failed instructions and provide the correct update
· Detect and analyze errors or discrepancies and/or escalate them
· Identify and advise on any exceptional or irregular situations, and put in place corrective measures in line with management validation
· Manage email inboxes, phone calls and follow-up of requests
· Manage internal systems by monitoring and following up on issues
· Investigate and explore information by analyzing the internal system information
· Extract the relevant information from the system and perform the reconciliation
· Draw up and deliver client presentations (when applicable)
· Verify documentation received and forward to relevant processing team (when applicable)
· Follow up on set-ups and fill the corresponding files/systems with relevant data
· Controls and procedures
· Confirm that the checklist tasks are done and updated in accordance with the client's specificities
· Review the internal procedures database and market updates
· Prepare and update procedures related to the activity in line with management validation
· Process the first level of repairs, rejections, cancellations and control
· Ensure client satisfaction
· Ensure that clients' queries (internal and external) are dealt with in a timely and adequate manner
· Provide all the information needed to inform clients and answer clients' queries
· Provide information about investment markets and their procedures in relation to the services offered, and provide regular information to the client
· Send reports to clients in accordance with their specificities and requests

PROFILE

· Bachelor degree (Economics, Finance, Business, Management)
· Fluency in English – both verbal and written, French is a plus
· Team player
· Rigorous and risk aware
· Polyvalent, flexible and able to adapt
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À propos de Bnp Paribas

Acteur majeur de BNP Paribas la Banque de Détail en France (BDDF) place la satisfaction client et la capacité d'innovation au cœur de son modèle commercial. Son dispositif commercial se compose d'Agences dédiées aux particuliers et entrepreneurs de Centres de Banque Privée de Centres d'Affaires Entreprises d'une Banque en Ligne et de Centres spécialisés en charge du Traitement des Opérations. Le réseau d'agences accompagne ses clients particuliers et professionnels dans leurs projets que ce soit en termes de banque au quotidien ou de projets plus complexes avec pour objectif de chaque instant leur pleine satisfaction.   Nous rejoindre c'est partager notre volonté de servir nos clients Vous suivrez une formation bac+5 et souhaitez travailler en conseil financier auprès d'une clientèle avertie ?  Dans le cadre d'une convention de stage de fin d'études nous vous préparons à devenir Conseiller Patrimonial   Le Conseiller Patrimonial est responsable de la gestion et du développement d'un portefeuille de clients particuliers et/ou professionnels. Il est l'interlocuteur privilégié en charge de leurs intérêts financiers juridiques et fiscaux.

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