0Private client advisor at the Bad Waldsee branch (m/f/d)
Kreissparkasse Ravensburg | Germany | 88xxx Bad Waldsee | Permanent position | Full time | Published since: 06.03.2026 on stepstone.de

Private client advisor at the Bad Waldsee branch (m/f/d)

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


With a customer business volume of around 12 billion. Euro and a balance sheet total of around 6 billion. The Kreissparkasse Ravensburg is one of the largest savings banks in Baden-Württemberg. We are market leaders in our economically strong region of Oberschwaben in both company and private customer business. We focus on people – our customers not only offer proximity, competence and tailor-made offers, but also absolute reliability. We are sponsors and facilitators for associations, events and initiatives that benefit all people in our region. This makes sense and strengthens our community. This makes it possible primarily for our dedicated employees. Therefore, as an attractive and strong employer, we also make a lot possible. Become a “Möglichmacher” and join our team as Senior Account Manager (m/w/d)

Your tasks • Your profile • What we offer

Individual, competent and demand-oriented consultation of a private customer base in all financial matters Precise transfer of our passive/active and service products (including LBS, SV and DEKA) Active customer response and acquisition of new customers Successful implementation and fulfilment of the objectives defined in sales planning

Your qualification: completed training to/from a bank merchant or comparable qualification; ideally, it is already possible to complete the course of the job-accompanied training as part of the job-accompanied training. Your experience / know-how: Experience in the field of customer consulting, preferably in the banking or financial services/private customer sector, sound knowledge of savings banks financial products and services Your personality: Embossed sales affinity and customer/service orientation, independent operation and high degree of self-initiative. Communication strength, team capacity and flexibility in the appointment agreement (also outside opening hours)

Remuneration after TVöD-S (13.8 salaries) plus optional special payments Benefits and pensions (ZVK) 39th week, 32 days holiday plus special days Attractive further and further training opportunities as well as study funding Travel costs grant or grant to the Deutschlandticket Extensive Health Management incl. Wellpass Special conditions for our products and our partners Operating restaurant in Ravensburg or food grant Offer of childcare by qualified partners during school holidays Various other benefits, social benefits, employee discounts, events, etc. .

Location

ava Kreissparkasse Ravensburg
88339  Bad Waldsee
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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