Trainee Private Client Advisor - Hanover, AL, United States - Terra Nova Group

James Miller

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James Miller

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Freelance
Description

Trainee Personal Customer Advisor (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 business success.


We challenge you. Challenge us too.


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


Your responsibilities

  • Training in qualified personal customer advice and support
  • Targeted and active scheduling of appointments from the customer base, including telephone and personal communication with customers and appointment scheduling
  • Preparation and followup of consultation meetings
  • Administrative tasks related to customer care
  • Acquisition of new customers and members
  • Implementation of marketing/sales promotion activities
  • Conducting tasks related to customer advice
  • Disposition of assigned customer relationships within defined limits
  • Ensuring quality management
  • Implementation and compliance with defined quality standards
  • Representing the bank in public

Requirements

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