Private customer advisor - Eugene, OR, United States - Neptune Enterprises

Neptune Enterprises
Neptune Enterprises
Verified Company
Eugene, OR, United States

2 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
The TalentDive GmbH is an innovative recruitment agency based in Frankfurt am Main and Stuttgart. Our focus is on direct placement, allowing you to start directly with our clients without temporary employment.

We are currently seeking a Private Client Advisor (m/f/d) for our client, a successful regional credit institution, in Potsdam.


What we offer:
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Onboarding: You will receive intensive training to prepare you for your new role.
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Benefits: In addition to 30 vacation days, holiday pay, and an attractive compensation model, you will also benefit from various employee offers such as Corporate Benefits.
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Simple and fast application process: No cover letter needed Simply send us your resume and certificates - we will get back to you within a few days.
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Work-
Life Balance: You will have the opportunity for flexible working hours.


Your responsibilities:

  • You will conduct individual consultations with private clients.
  • You will be responsible for actively selling bank products.
  • You will conduct portfolio analyses for existing clients.
  • You will be responsible for expanding and maintaining customer relationships through crossselling and upselling strategies.
  • You will independently process financing requests.

Your profile:

  • Completed training as a bank clerk (m/f/d) or a comparable qualification.
  • Previous experience in the mentioned field is desirable.
  • Proficient in MS Office products.
  • Enthusiasm for sales.
  • Flexible in dealing with customers and strong communication skills.
All personal formulations in this job advertisement
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