Private Customer Advisor - Albion, OK, United States - Apex Ventures

Apex Ventures
Apex Ventures
Verified Company
Albion, OK, United States

2 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

Please note:

If the location of the job does not suit you, discover your professional future without location boundaries - we are looking for candidates in the entire state

Are you coming from a cooperative bank, credit union, or private bank?

Then you've come to the right place


About us


As a personnel consulting agency for savings banks, we have been successfully supporting the financial industry in recruiting specialized and managerial staff since 2017.

With our commitment and expertise, we work with hundreds of companies nationwide.


Whether it's permanent positions or exciting projects for freelancers, our team consists of highly qualified experts who not only provide comprehensive individual consulting, but also provide holistic support throughout the application process.


Currently, we are looking for:

Private Client Advisors (m/f/d)

Your responsibilities

  • Customer service and consultation
  • Offering tailored financial solutions
  • Customer acquisition and retention
  • Analysis of credit applications and approvals
  • Market analysis and competition monitoring
  • Compliance with legal regulations and guidelines in finance

Your profile

  • Banking education or similar
  • Experience in private client consulting
  • Experience in a bank (e.g. credit unions, cooperative banks, or private banks)

What we offer

  • Development and training opportunities
  • Attractive bonus model
  • Company events
  • Flexible working hours and remote work options
  • Public transportation job ticket and JobRad (bicycle leasing)
  • Access to public transportation
  • 32 days of vacation (including December
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