0Individual customer advisor (m/f/d)
Stadtsparkasse Wuppertal | Germany | 42xxx Wuppertal | Permanent position | Part time - flexible / Full time / Home office | Published since: 13.08.2026 on stepstone.de

Individual customer advisor (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Your tasks • Your profile • What we offer

Want some new? On people, strong teamwork and on moving the region? Dive into the fascinating world of finance. Start your career at the Stadtsparkasse Wuppertal. Waiting for you: A job with which you can promote good life in Wuppertal and help improve the living conditions of people; An employer in which the common good, supply and sustainability are particularly important; Over 1,100 colleagues with whom you can move something in Wuppertal through cultural, social and social projects; 37 locations in Wuppertal, where we provide the best possible care for people and give them safety in everyday life and in important financial decisions; A community task with which we want to end poverty and combat inequality; A savings bank that is close to the people in Wuppertal and helps them to find their way into a complicated financial world; One of the fifty largest savings banks in Germany with a balance sheet total of approximately 8.3 billion euros. An employer who, by joining the Charter of Diversity, advances the recognition, appreciation and inclusion of diversity in the working world.

You're a real relationship manager? If you... ... have the right tip for everyone ... can quickly create a trusted atmosphere ... with Storytelling to make your explanations liveable

Then we have the perfect place for you:

Become an individual customer advisor:in (w/m/d) in one of our branches in parttime and full time

Together with us you will take over the following tasks: Advice par excellence: Use the available consulting tools, and shine with your communications talent to convince our individual customers of our financial products and to provide them individually and completely. Rate customer: within requirements and in full, also on securities and investment forms. Use any existing contact channels, e.g. online banking, e-mail.

Teamwork makes the dream work: Create the sales potential discovered by the private customer advisors: by providing selected individual customers with the best possible care and company customers: inside co-betreust. Cross-departmental cooperation: Guide customers to the main supervisors in line with requirements:inside the company's customers and the department of asset consulting and, if necessary, further specialist:inside. Teamplayer: If necessary, represent your colleagues from private customer advice.

Learning and Teaching on the Job: You’re a multiplier: you’re bringing your colleagues up to date on trend topics.

We fit together when you bring the following skills: Personal competencies: You present yourself and your recommendations convincingly and comprehensible? You're constantly tapping your development potential? Professional experience: You have a bank training or an adequate commercial training? You have already taken part in a customer counselling course? You have been a private customer consultant for several years:in or equivalent in the market? You have knowledge of the minimum requirements according to MiFID II that you have acquired through: participation in the customer counselling course and the technical training by the securities department

You have basic knowledge of the minimum requirements (generally) for risk management (MaRisk) and in-depth knowledge of the specific requirements (BTO 1)? Payment: The enrollment of the registered office is expected to be carried out in EG 9A, 9B or 9C. Depending on the valid assignment and the relevant professional experience, an assignment to levels 2-6 is regularly considered when setting. This currently results in a monthly tariff gross entry fee of EUR 3,658,61 for EC 9A to 5,757,70 for EC 9C.

Your Benefits – we all inspire

Adequate remuneration and attractive social benefits: permanent employment contract, transparent remuneration according to TVöD, occupational pension schemes, occupational health insurance and asset-effective benefits Health and Fitness: We support your health with Urban Sports membership Sustainability – As a company, we continuously reduce our carbon footprint. You get a Germany ticket and have the possibility of a job bike. Career and development opportunities: Various possibilities for the further development of personal, technical and methodological skills flexible working time models: work-life balance through variable working hours, the possibility of additional holiday days or flexible release Numerous additional services: employee conditions and discounts, events, extensive health management, company sports community, operating restaurant And much more

We convinced you? Then we look forward to your application with your salary presentation and your earliest possible entry date. As a contact person, Ms. Anette Harmke is available at 0202/488-3026 or by e-mail anette.harmke@sparkasse-wuppertal.de. The Heads of Division Mr Wolfgang Jarisch (wolfgang.jarisch@sparkasse-wuppertal.de) will be happy to assist you as experts in technical matters under the telephone number 0202/488-5560 and Mr Martin Platte (martin.platte@sparkasse-wuppertal.de) under the telephone number 0202/488-3995. You have a disability or limitation, for us no problem! Don't worry about it. We welcome applications from people of all nations and genders. In order for private life and occupation to be more compatible, job placements at the Stadtsparkasse Wuppertal are also possible in parttime. In the selection decision, we take into account the provisions of the National Equality Act NRW and the Social Code.

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Location

ava Stadtsparkasse Wuppertal
Wuppertal
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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