Financial Advisor - San Mateo, United States - Sapphire Solutions

Sapphire Solutions
Sapphire Solutions
Verified Company
San Mateo, United States

1 week ago

Meredith Sinclair

Posted by:

Meredith Sinclair

beBee Recruiter
Description

Join Sparkasse Bayreuth as a

Financial Advisor (m/f/d)

permanent / full-time

Are you a customer-oriented, sales-driven and entrepreneurial-minded advisor looking to take on challenging tasks in the field of needs-based retail customer consulting? Then you've come to the right place at Sparkasse Bayreuth. As an employer, we have a lot to offer, including new perspectives, opportunities for further education and career advancement.
With a balance sheet total of approximately 2.9 billion EUR and currently around 450 dedicated employees, we are the number one financial institution in the city and district of Bayreuth and a significant economic factor and attractive employer in the region. Our consistent customer orientation, outstanding quality and convincing range of services and products ensure our long-standing customer loyalty and our position as market leader.

Your tasks - varied and exciting

  • Comprehensive and needs-based consulting of your assigned retail customers within the framework of our customer care concept - also outside of business hours or outside of the branch, upon customer request
  • Structured identification of needs and development of suitable financial solutions, including securities business
  • Independent, needs-based sales of our products and financial services, including cooperation partners
  • Acquisition of new customers, intensification of existing customer relationships and establishment
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