Asset customer advisor for holistic consulting - Forest, United States - NebulaTech

NebulaTech
NebulaTech
Verified Company
Forest, United States

1 month ago

Meredith Sinclair

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Meredith Sinclair

beBee Recruiter
Description

About Sparkasse Regensburg:
We make it easy for people to improve their lives.
Even as an employer.
As the market leader, the core of our company philosophy is our proximity to customers and regional focus.

What do we offer?

  • attractive compensation in the public sector with performance-based and success-oriented variable components and the Sparkasse special payment
  • employer-funded retirement plan
  • 32 days of collective vacation, as well as additional days off on December 24th and 31st
  • diverse training and career opportunities
  • flexible working hours, freely adjustable around the opening hours of our advisory centers

What can you expect?

  • You are responsible for independently advising your assigned customers in the areas of active, passive, securities, and cross-selling business, following a holistic consulting approach
  • You actively develop and implement sales ideas and strategies
  • You identify customer needs and tap into existing potential
  • You acquire new customers and maintain and intensify existing customer relationships
  • You closely coordinate with our in-house specialists

What should you bring?

  • You have completed a banking vocational training and further education
  • You have extensive knowledge and a broad
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