Private Client Advisor/Team Advisory (m/f/d)

Company description

We are the Pax Bank for Church and Caritas and understand ourselves as a Christian-sustainable bank. At a time when ethical values and financial decisions often appear separate, we combine what belongs together. We are characterized by Christian values and understanding of cohesion and are therefore more than just a financial institution. Sustainability is one of our central design principles that we implement in all our business activities. We are founded in the summer of 2025 by the merger of two banks, the Bank for Church and Caritas eG (Paderborn) and the Pax Bank eG (Cologne). With a balance sheet total of around 8.6 billion euros and about 360 employees at 10 locations, the new institute is one of the largest Christian-sustainable banks in Germany. Our clientele consists of charitable, ecclesiastical and social institutions as well as associations, bodies and institutions of public law and private individuals. Gain good together. Your tasks standardized consulting of our private customers assigned to the customer consulting team

demand-oriented sale of financial services and products

Implementation of sales measures of selected target customers

Your profile completed bank training or other commercial completion - cross entry possible

Willingness to carry out prospective bank-specific training

friendly and decision-proof appearance

high customer and service orientation

structured and careful operation combined with a constant self-motivation

Joy of independent, responsible work in a dynamic team

Our offer responsible, varied and demanding work in a pleasant and forward-looking work environment

attractive remuneration for the cooperative banks according to the banking agreement

Mobile Office Regulation through operating agreement

flexible and family-friendly working time models and a safe workplace

an attractive location with good transport connections

employer-funded Deutschlandticket

30 days (in full time) and 24th and 31st December free

extensive benefits and social benefits, e.g. promoted sports program, bike leasing, free beverage supply, free employee account, asset-effective services, occupational retirement and other attractive benefits for employees

Scope: Full time

Location: Aachen

We look forward to your application in PDF format via our application portal. More information about our Pax Bank for Church and Caritas at: www.pax-bkc.de

Apply now