Spezialist/-in Nachlass NeoPrivatbank (m/f/d)

You take on their own responsibility and in the event of a fall, as well as the determination of inheritance and testing of genetic evidence. You act as a professional contact person in the estate processing for our customers as well as our employees and support this to a defined extent to standard product services (e.g. accounts, depots, online banking). You actively use digital channels and support projects for the automation and digitization of estate processing. You create, capture, check, document and edit estate documents / documents as well as estate accounts. You work closely with our legal department. You coordinate appointments for estate processing with customers and inheritances and support their preparation and preparation. You create contractual bases for new customer connections, including self-responsible material processing.

You have a completed training as a bank merchant or a comparable qualification. You bring a comprehensive, bank-based know-how, in particular knowledge in payment transactions and special knowledge in the subject of estate. Here, inheritance law, legal succession regulations, testamentary orders and compulsory part claims as well as the corresponding regulations and guidelines are not foreign words for you. You are familiar with the relevant digital channels, the bank applications agree21 and MS Office and have a secure handling of modern communication media. You have strong organizational knowledge and a high future orientation, for example towards digital estate. You are ready to continue professionally. You are empathic, reliable, have a high level of flexibility in the service provider role, proactive and sovereign occurrence in customer contact as well as a pronounced contact and communication capability.

Design space and self-responsibility: Take responsibility, redesign banking and work in an innovative environment that promotes your ideas and enables you to have a self-sufficiency. Attractive remuneration and benefits: Enjoy a performance-oriented salary and benefit from a company pension, exclusive employee rebates and other attractive benefits. Work-life balance and flexibility: Enjoy 30 days of vacation, dynamic working hours and the ability to work on the mobile – for a healthy reconciliation of leisure and work. Individual training: Use diverse possibilities for personal and professional development. Personal environment: She expects a house with around 210 employees in which you are more than one number. From day one, you are welcome, needed and welcome. We live a culture in which cooperation counts – here you know the person behind the name on the screen. .