0Serviceberater/-in NeoPrivatbank (m/f/d)
Fürstlich Castell'sche Bank, Credit-Casse AG | Germany | 97xxx Würzburg | Permanent position | Full time / Home office | Published since: 07.03.2026 on stepstone.de

Serviceberater/-in NeoPrivatbank (m/f/d)

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


Our NeoPrivatbank as part of the Prince Castell'schen Bank combines the digital innovative power of a Neobank with the values, excellence and good service of a private bank. Our mission: Rethink private banking.

We act digitally and efficiently, but remain true to our tradition. This unique combination, paired with over 250 years of family-owned experience, makes us special – and right here you come into play. For our DialogFiliale department, we are looking for a service consultant (m/w/d) at the Würzburg site as soon as possible. We are looking for dedicated personalities who actively shape changes, live digital advice and, together with us, present a new era in banking. In our DialogueFiliale – our innovative digital distribution channel – we connect personal, highly-competent service with modern technology. With passion, digital know-how and sales strength, you will delight our customers – from initial contact to long-term relationship. You are far more than a contact person in digital communication: you are an idea provider, supporter and companion in all phases of life. .

Your tasks • Your profile • What we offer

Our NeoPrivatbank as part of the Prince Castell'schen Bank combines the digital innovative power of a Neobank with the values, excellence and good service of a private bank. Our mission: Rethink private banking.

We act digitally and efficiently, but remain true to our tradition. This unique combination, paired with over 250 years of family-owned experience, makes us special – and right here you come into play. For our DialogFiliale department, we are looking for a service consultant (m/w/d) at the Würzburg site as soon as possible. We are looking for dedicated personalities who actively shape changes, live digital advice and, together with us, present a new era in banking. In our DialogueFiliale – our innovative digital distribution channel – we connect personal, highly-competent service with modern technology. With passion, digital know-how and sales strength, you will delight our customers – from initial contact to long-term relationship. You are far more than a contact person in digital communication: you are an idea provider, supporter and companion in all phases of life.

You recognize the wishes of our customers, offer individual solutions for their concerns and ensure a complete processing. You enter new and existing customers both online and on the phone and help them to use the digital services such as the BankingApp or payment services. You care about trusting relationships, take complaints and complaints and actively help find solutions within the bank. You coordinate recall requests in close cooperation with the consultant team.

You have a completed training as a bank merchant or a comparable qualification. You are familiar with video telephony and screensharing software (e.g. agree21Vibe, Microsoft Teams) as well as relevant software applications (e.g. BAP, MS Office). You always focus on the needs of the customers and care for first-class customer satisfaction. You reliably collect, check and document all processed service cases and ensure their proper archiving. As a real team player, you are actively promoting cooperation, contributing to the success of the team with your positive attitude and motivating all participants through open communication and commitment to excellence.

Design space and self-responsibility: You take responsibility, redesign banking and work in an innovative environment that promotes your ideas and enables you to have self-employment. Attractive remuneration and benefits: You expect a performance-oriented salary, supplemented by an occupational pension, exclusive employee discounts and other attractive benefits. Work-life balance and flexibility: You benefit from 30 days of vacation, flexible working hours and the opportunity to work on the mobile – for a healthy balance between profession and private life. Individual training: You use various possibilities for personal and professional development. Personal environment: A house with around 210 employees awaits you, where you are more than a number. From the first day on you are welcome, appreciated and needed. We live a culture where cooperation counts – here you know the person behind the name.

You want to raise your career to a new level and become part of the first NeoPrivatbank in Germany?

Then you will be happy to apply to our career portal. Questions about your professional restart at the Fürstlich Castell'schen Bank will be answered by our staff officer Linda Sterk (0931/3083-65805).

Princely Castell'sche Bank – Where people and values grow. .

Location

ava Fürstlich Castell'sche Bank, Credit-Casse AG
97070  Würzburg
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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