Client advisor:in Private clients

Job description

Customer Advisor: Private Customers 80% - 100% | Sales and Customer Service | Turbenthal | Experienced Professionals

Tasks

• Determining needs, taking into account individual wishes and goals and recognizing potential
• Advising private clients and private customers on payments, savings, investments, and retirement planning
• Accompanying our customers into the digital world
• Arranging appointments and conducting holistic consultations
• Acquiring new customers and identifying and communicating further customer needs
• Handling cash transactions, currency exchange, and precious metal transactions, as well as managing bank accounts, recyclers, and safe deposit boxes
• Option to take on the role of practical trainer

Requirements

• Completed commercial banking apprenticeship or equivalent training with sound professional experience
• Many years of experience in advising on and selling basic financial products
• Enthusiasm for active customer advice and a strong affinity for digital channels
• High flexibility and an independent way of working
• A communicative, trustworthy personality and your confident manner will win over our customers.
• You are characterized by a strong acquisition, sales and service orientation

We offer

• Passionate and committed team with a lot of experience and open to new ideas - our success lies in teamwork
• Varied work with exciting customer contacts
• You can make a contribution based on your strengths
• 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, etc.)