Trainee Private Client Advisor - New Haven, CT, United States - Diamond Dynamics

James Miller

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James Miller

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Freelance
Description

Trainee Personal Banker (m/f/d) for Großenhain and Radeberg at Volksbank Raiffeisenbank Meißen Großenhain eG
Volksbank Raiffeisenbank Meißen Großenhain eG is a strong financial service provider in the region. We advise, support, and provide financial and insurance products to over 40,000 customers in our business area. With your knowledge and personality, you can directly influence the bank's success.


We challenge you. Challenge us too.


We are currently looking for a
Trainee Personal Banker (m/f/d) for Großenhain and Radeberg to join our team as soon as possible.


Your responsibilities

  • Training in qualified personal banking advice and support
  • Targeted and active scheduling of appointments from existing customers, as well as gathering customer information and scheduling appointments through phone and inperson interactions
  • Preparation and followup of consultation meetings
  • Administrative tasks related to customer care
  • Acquisition of new customers and members
  • Implementation of marketing and sales promotion activities
  • Conducting tasks related to consultation
  • Management of assigned customer relationships within defined limits
  • Ensuring quality management
  • Implementation and adherence to defined quality standards
  • Representing the bank in public

Requirements

  • Successfully completed training as a bank clerk (m/f/d)
  • Professional experience in customer consultation
  • Knowledge of credit business, as well as tax and legal matters

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