Finance & Operations · Zürich, Switzerland
Joel
Theissl
Dynamic and dedicated personality with a high sense of integrity. Passionate about customer support, payments, and operations in the financial industry.
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About
01
Business-level fluency in English, German & Spanish. Experience across customer service, insurance, banking, and corporate management — always with integrity at the core.
Location
Fällanden, Zürich, Switzerland
Current Role
Payment & Processing Specialist
Education
KV Business School Zürich · Higher Vocational Diploma
Interests
Motorcycles, Chess, Jogging, Literature, Web building
Email
joel.theissl@gmail.com
Experience
02
10 / 2023 — Now
Bank zweiplus AG
Payment & Processing Specialist
- Investigating inquiries around payments and cash management products
- Managing large payments and monitoring flows across systems via Avaloq
- Setting up standing orders, LSV, and withdrawal plans
- Booking incomings and processing payment returns
02 / 2023 — 05 / 2023
UBS Switzerland AG
Corporate Client Manager
- Collaborating with client advisors and 1st level support for Swiss corporate clients
- Creating powers of attorney, netting accounts, verifying transactions
- Opening new bank contracts with subsidiary companies
- Supporting the redocumentation process for CDB 20
02 / 2022 — 11 / 2022
Cembra Money Bank AG
Client Advisor · 1st Level Support
- Solving e-service problems and guiding clients through digital platforms
- Helping clients register, block, or replace credit cards
- Working for the retention team to maintain client loyalty
03 / 2021 — 06 / 2021
Assura SA
Client Advisor · Health Insurance
- Sales representative for clients in Zürich North and Winterthur
- Generating new leads and scheduling appointments
08 / 2017 — 07 / 2020
SBB CFF FFS · Login Berufsbildung
Commercial Apprenticeship · Administration
- Customer advisor at the counter for passengers and corporate partners
- Planning and coordinating barrier systems for construction work in Eastern Switzerland
- Negotiating with partners of the Swiss Federal Railway
Skills
03
Languages
GermanNative
SpanishNative
EnglishC1 · Fluent
RussianA2 · Basic
Software
AvaloqAdvanced
SharePointAdvanced
Axon ivyAdvanced
Excel / VBAExperienced
PowerPointExperienced
Expertise
Payment Processing●●●●●
Client Advisory●●●●●
Banking Operations●●●●○
Cash Management●●●●○
Web Building●●●○○
Contact
04