Senior Financial Planner (m/f/d)

Tasks

• Enabling payment, billing, and savings options
• Processing of Account Opening and Closure Requests
• Calculation and Transfer of Remuneration
• Customer Service, Performance Monitoring, and Support
• Support for self-service and the achievement of new levels of transparency
• Quality control activities within one's own account area
• Shared Responsibility and Customer Satisfaction
• Cell phone use and support from coworkers for phone and voice-related inquiries
• Manages company-wide files and projects and makes adjustments as needed
• Distributions of Bank Transparency Criteria
• Retirement planning for clients with prior knowledge of mortgage funds and within the Finservice framework
• Providing customer service and managing customer accounts receivable
• Support for Banks in Connection with a Real Estate Purchase
• Customer Meetings, Providing Information, and Consulting
• Data Transmission in Self-Service Systems and Achieving New Levels of Transparency
• Property viewings, land registry checks, and rental viewings

Requirements

• Personable, communicative individuals in internal departments
• Empathetic individuals who work effectively and motivatingly

We offer

• Family environment
• Diversity and equal opportunities
• Promoting personal and professional development