0Private Client Advisors (m/f/d)
Volksbank Erft eG | Germany | 50xxx Pulheim | Permanent position | Full time | Published since: 20.03.2026 on stepstone.de

Private Client Advisors (m/f/d)

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


Your tasks • Your profile • What we offer

Company description

As a cooperative bank, we are committed to our customers and members. Their drive is in the foreground for us. With 271 employees, a broad branch network in the Rhein-Erft-Kreis and Rhein-Kreis Neuss and a balance sheet total of 1.8 billion. We are committed to the people in our region every day and we advise them in partnership.

To strengthen our team we are looking for full time

Senior Consultant (m/w/d)

Your tasks: Co-operative advice on personal (filials, house visits) and perspective digital (video, telephone, co-browsing) distribution channel Detection of financial customer requirements in the context of cooperative consulting, demand-oriented distribution and, where appropriate, Signal forwarding/transfer to specialists in the bank Participation in the (further) development and implementation of measures to increase member and customer satisfaction as well as customer loyalty in personal and digital personal communication Acquisition of members and customers through all distribution channels Implementation of marketing and addressing actions on financial needs in line with customer channel affinities Information and advice of customers on the use of digital and digital-personal distribution channels with the bank, such as e.g. Online banking, VR banking app Use of analysis tools to assess the associated customer relationships with respect to the potential and intensity of the business relationship and to match the target group segment Perception of information on customer sales channel affinities (personal, hybrid, digital customer) and forwarding to sales management Participation and participation in customer events and corresponding representation of the bank in the public (brand ambassadors) Contact to the institutions, multipliers, political and societal opinion, Supervisory Board, etc., which are important for the functional area.

Your profile:

You have successfully completed a training to/from the banking businesswoman, ideally trained as a banking specialist and have experience in holistic customer consulting. You are willing to embark on upcoming changes and help them to learn and apply new ones. You are ready to change and develop their own person and show openness for media flexibility. You enjoy dealing with people, enjoy working in the team and have a strong communication skills. You have a media competence and, in addition to personal contact, appreciate the use of various access routes such as phone, video, chat etc. You are interested in developing professionally.

We offer:

an interesting and varied task with high self-responsibility in a motivated team Training and training professional perspective and development opportunities an attractive remuneration and social benefits for a well-known, successful and future-oriented employer in the region

Do you feel addressed? Then we look forward to your online application via www.volksbank-erft.de/Meine_Bank/Karriere_und_train/Stellenangebote.

Apply now

Location

ava Volksbank Erft eG
50189  Pulheim
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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