Customer advisor for private clients at a bank - Roseburg, United States - Apex Ventures

Apex Ventures
Apex Ventures
Verified Company
Roseburg, United States

1 week ago

Savannah Johnson

Posted by:

Savannah Johnson

beBee Recruiter


Description
About the Company
Locally rooted, regionally connected, committed to our members and democratically organized: All of this characterizes cooperative banks like our company. And yet, we are completely different.

What do we offer?

  • An exciting and independent role in a dynamically growing cooperative bank with fast communication and decision-making processes
  • Excellent personal and professional development opportunities
  • Comprehensive social benefits such as e-bike and mobile/PC leasing
  • Intensive training for new employees or position holders
  • Flexible working hours
  • An attractive salary, 30 days of vacation, and company pension contributions

What can you expect?

  • You will be responsible for providing comprehensive advice and partial needs-based advice to your assigned customers, possibly involving specialists
  • You will analyze the profitability, potential, and intensity of the business relationship of your assigned customer connections
  • You will create and present standardized offers in active, passive, and cross-selling business

What should you bring?

  • You have completed training as a bank clerk and have already gained professional experience in advising private customers
  • In addition to good communication skills, you have strong acquisition skills and persuasive abilities