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Financial Services Representative
vor 2 Monaten
We are seeking a skilled Financial Services Representative to join our team at Sparkasse Allgäu. As a key member of our Filialvertrieb team, you will be responsible for providing exceptional customer service and support to our clients in the Kaufbeurer and Buchloer area.
Key Responsibilities- Become a trusted advisor to your assigned clients, providing expert guidance on financial matters such as investment, private credit, securities, and insurance.
- Conduct comprehensive financial planning sessions, utilizing the Sparkassen-Finanzkonzept framework to develop tailored solutions for our clients.
- Build and maintain strong relationships with existing clients, while identifying new business opportunities and acquiring new clients.
- Proactively engage with clients to understand their individual needs and preferences.
- Completed education in banking or finance (m/w/d)
- Desirable: Advanced training in banking or finance (m/w/d) or willingness to pursue further education
- Strong interpersonal skills, with a passion for sales and customer service
- Drive to succeed and achieve professional growth
- Competitive salary above 13.5 TVöD
- Additional performance-based components, up to two additional salaries
- Employer-funded pension plan and entry bonus
- Individualized career development and targeted training opportunities
- 32 days of annual leave, plus bank holidays and flexible working hours
- JobRad and equipment leasing, employee discounts, and corporate health management
