Individual customer advisor - Beverly Beach, United States - Solaris Solutions

Description

Kreissparkasse Börde

Welcome to the Sparkasse - the top address for financial services.

+ 2.3 billion EUR balance sheet + over 300 employees + 25 branches +

Join our team

Are you a strong communicator, service-oriented, and enjoy advising people on financial matters? Then we are looking for you as an Individual Customer Advisor (m/f/d) with the additional function of Deputy Regional Market Manager for our Haldensleben sub-market. You will have the opportunity to use your skills in a dynamic environment and support our customers with their individual financial questions, as well as gain experience in a leadership role.

Individual Customer Advisor (m/f/d) with Deputy Regional Market Management

Your tasks:

• Active, continuous, holistic, and structured advice and support for assigned individual customers in the upscale private customer segment with the goal of long-term customer loyalty
• Handling events and addressing impulses to intensify customer relationships
• Conducting financial checks and investment advice processes to develop and implement individual investment and asset strategies for the customer
• Acquiring new customers
• Supporting the Regional Market Manager in managing and developing the dedicated and success-oriented sales