Credit Middle Office Employee (m/f)

What awaits you?

Customer and advisor support

• Support advisors in the preparation and follow-up of their commercial activities.
• Prepare client appointments and gather the necessary documentation.
• Ensure the administrative processing resulting from client meetings.
• Manage simple contacts related to distribution (appointment scheduling, document requests, reminders, updating client data).

• Carry out administrative operations related to the opening, modification and closure of banking relationships.
• Process requests related to accounts, payment methods, bank cards and other basic products.
• Provide clients with information within their area of expertise and handle requests not requiring specialised advice.
• Ensure various administrative tasks related to distribution (mail, emails, document follow-up, etc.).

• Assist advisors in the preparation of credit applications.
• Collect, check and analyse documents necessary for file preparation.
• Participate in the administrative assembly of financing files.
• Ensure the follow-up of the credit portfolio according to current guidelines.
• Coordinate information exchanges between the various internal and external parties involved in file processing.
• Ensure the quality, completeness and compliance of files submitted for decision.

• Assist advisors in opening deposits and the administrative management of investment relationships.
• Check client documents and instructions.
• Carry out, on behalf of advisors, the necessary administrative operations and entries in banking systems.
• Ensure the administrative follow-up of investment files.

• Provide technical and administrative support to advisors in the use of banking tools and processes.

What do you bring?

• Banking training
• Good knowledge of basic banking services
• Credit skills
• Analytical and synthesis skills
• Ability to work independently
• Organisational skills and rigour
• Customer and service-oriented personality

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of informal address fosters personal closeness and exchanges on an equal footing at all levels of function.

We embrace diversity and equal opportunities

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and contributes decisively to our success.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external advanced training costs.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on banking products, various discounts with third parties as well as financial stability and above-average retirement provision.

Do you have any questions?

For questions about the job content:

Nathalie Gremaud Human Resources Manager (f)

For questions about the application process:

Nathalie Gremaud Human Resources Manager (f)

We look forward to receiving your online application

About us