Personal Financial Advisor

Job description

As a personal banking advisor, you are the first point of contact at the bank. Your responsibilities include:

• Conducting consultations and assessments, and assisting customers in the customer service area.
• Overall responsibility for cash management, as well as maintaining the ATMs and the coin counter.
• Identifying customer needs, actively advising customers, and ensuring the successful sale of products and services in the areas of banking, savings, and retirement planning.
• Identifying additional customer needs in the areas of investments, financing, and/or retirement planning, followed by referral to the appropriate internal sales teams.

Requirements

We are looking for someone with:

• Basic business training (preferably in the banking sector).
• Basic knowledge of numbers, saving, and planning for the future.
• Several years of experience advising clients.
• A strong focus on customers and service, and a passion for proactive customer engagement.
• A communicative, engaging, and proactive person.
• Pleasant manners and a well-groomed appearance.
• An independent, responsible, reliable, and meticulous work style.

We offer

Our offer includes:

• A wide range of responsibilities.
• Modern work environment.
• Quick decision-making processes.
• Competitive salary with excellent benefits.
• Six weeks of vacation.
• Beautiful, modern office space.