Job offer
Client advisor:in Private clients
The position as Customer Advisor: Private Customers involves advising and supporting private customers in the areas of financial planning, savings, investments, and retirement planning, as well as selling financial products. The position offers a varied role in a dedicated team with opportunities for development.
Job description
Client advisor:in Private clientsYour tasks
- Welcoming our customers in the customer hall
- Determining needs, taking into account individual wishes and goals and recognizing potential
- Advising private clients in the areas of payments, savings, investments and pensions
- Accompanying our customers into the digital world
- Arranging appointments and conducting holistic consultations
- Acquiring new customers and recognizing and communicating further customer needs
- Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe facilities
- Option to take on the role of practice trainer
Your profile
- Completed commercial banking apprenticeship or equivalent training
- Several years of experience in advising and selling financial and basic products
- Enjoy actively advising customers and have an affinity for digital channels
- Your communicative, trustworthy manner and confident demeanor will benefit you in customer contact
- You score points with your high acquisition, sales and service orientation
Our offer
- Passionate and committed team with a lot of experience and open to new ideas - our success lies in teamwork
- Varied work with exciting and challenging customers with lots of potential
- As an employer, your career is important to us, which is why we support and accompany you on your way
- Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare, health insurance and much more)
Job details