Private customer advisor - Woolstock, IA, United States - Redwood Ventures

Redwood Ventures

Verified Company

Woolstock, IA, United States

3 days ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

'We are Naspa:
With over 1,500 employees, we are not only one of the largest savings banks in Germany.

We are advisors and enablers for the people and businesses in our home region, which extends across Wiesbaden, Frankfurt, four districts in Hessen and two in Rhineland-Palatinate.

With around 100 locations, we are always there when it matters:
just around the corner, directly with our customers. This is the key to our reliable commitment to our region and our partnership with others.

We are looking for you as a Private Customer Advisor (m/f/d) in Lahnstein, Idstein and Bad Schwalbach:

Your tasks - always where it counts:

Thanks to your great people skills and professional expertise, it is easy for you to assess the financial wishes and plans of your customers
from students to retired couples
individually.
After the first meeting, it is clear to your counterpart that they have found the ideal contact person for a successful customer relationship in you.
Whether it's an online account, premium account, building society contract or precious metal depot, whether it's through a service chat, in a personal conversation or remotely: the products you offer are just as diverse as the tools you use for advice.
Your colleagues from the "Private Banking" and "Corporate Customers" departments are also happy that you are here: you regularly exchange ideas with them and ensure a smooth customer transition if