Branch Service Desk, is part of our effort to provide more effective and efficient support to the Private Banking Business. These dedicated Branch Service Specialists will serve as centralized service teams at branch level delivering internal solutions to our Relationship Managers Relationship Associates.   To provide fundamental support in certain phases of client service, client relationship building, and account maintenance to the Private Banking North Americas Sales force.   Responsible for Account Opening Documentation:  Prepare & print materials including client agreements/new account forms.  Process materials upon return. This includes obtaining internal signatures then scan and upload documents where appropriate.  Serve as interface with internal control group liaising with Relationship Associates as needed.  Process all Asset Movements. Pillars to this process include completing, printing, scanning and uploading documentation. Five main types of instruments used are:   Journals (IRA & Pledged Account Journals, Managed Account Requests)   Wires (Wire, IRA Wire & Pledged Account Wires)  Checks (IRA Check Request, Pledged Account Check, Managed Account Request),   ACH (Requests, IRA Requests),   DTC (Managed Account, Pledged Account).  Closely partner with Mumbai-based Branch Service Desk collegues to provide seamless support to the branch. This includes:   Effectively transferring information within the team across locations.  Working in unison across geographies to complete tasks.  Providing regular updates to Relationship Associates and Relationship Managers, when appropriate.  Additional Projects may include: scanning various documentation and uploading onto appropriate platform/s; completing various verfications; reconciliating information, booking travel, assisting with client reporting, etc.  You Offer   Bachelor degree required  Minimum 3 - 9 years experience in loan administration/lending   Ability to interpret credit agreements and related documentation  Understand all aspects of deal/loan administration  Knowledge of securities-based lending a plus.  Attention to detail, extremely organized, motivated individual, with demonstrated initiative and adaptability  Ability to interface with all levels of Management  Ability to work independently  Excellent teamwork, interpersonal and conflict resolution skills  Ability to effectively prioritize and multi-task in a high-stress, high-pressure environment  Exceptional written and verbal communication skills   Proficient with Excel

Mumbai

Credit Suisse - Branch Service Specialist - Private Banking North Americas Sales Force 

Credit Suisse - Branch Service Specialist - Private Banking North Americas Sales Force  ,Job Description for Credit Suisse - Branch Service Specialist - Private Banking North Americas Sales Force  in Credit Suisse in  Mumbai for (3-9) years of experience. Apply Now!

Job Description for Credit Suisse - Branch Service Specialist - Private Banking North Americas Sales Force  in Credit Suisse in  Mumbai for (3-9) years of experience. Apply Now!