Assistant at the Business Center for Small Businesses and Entrepreneurs
UniCredit is a pan-European commercial bank serving individuals, businesses and institutions across Italy, Germany, Austria, and Central and Eastern Europe.
About UniCredit
UniCredit is a Milan-headquartered European banking group providing corporate, individual and payment solutions to more than 20 million clients. It currently maintains digital-asset capabilities including crypto-linked investment products, asset tokenisation, DLT settlement initiatives and an investment in BlockInvest.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build and maintain relationships with small-business and entrepreneur clients, manage their accounts, acquire new clients, sell banking and insurance products where licensed, and support payment services. You will meet sales targets, handle overdue-payment outreach, assist colleagues' clients, and resolve other requests from supervisors.
Requirements
- Hold a secondary-school qualification or comparable foreign education
- Demonstrate English proficiency
- Understand financial analysis and key financial indicators
- Demonstrate organizational skills and a responsible approach to work
- Demonstrate communication skills and willingness to work in a team
Responsibilities
- Build and maintain business relationships with entrepreneur and small-business clients
- Manage client portfolios, including opening, maintaining, and closing accounts
- Meet business center targets
- Acquire new entrepreneur and small-business clients
- Sell life and non-life insurance products when licensed
- Inform clients about insurance products and prepare insurance offers
- Contact portfolio clients with overdue obligations to the bank
- Ensure long-term client satisfaction through high-quality service
- Sell banking products and participate in sales and cross-selling campaigns
- Support payment-service activities
- Support clients assigned to other relationship managers
- Carry out other requests from supervisors
Benefits
- Private health insurance
- Additional paid days off for birthdays, loved ones, personal time, and a child's first day of school