Customer advisor private customers (m/w/d) for modern bank in Trier

Our client is modern, regional bank with branches NRW and Rhineland-Palatinate. With its sustainable and value-oriented orientation, it has been very successful for over 50 years – binding, personal and innovative at the same time. In addition to private and business customers, customers include many non-profit and social facilities.

In the context of an age succession, we are looking for a dedicated private customer advisor (m/w/d) for the branch in Trier. In this position, you take on the individual and personal advice of your permanently assigned private customer base and ensure a holistic support - with a focus on the investment business. Your team on site supports you actively, as well as the headquarters in NRW.

HAPEKO is the first address for professionals and managers in Germany. The focus of the activity is the creation of links between specialists and executives with a professional desire for change and suitable companies. HAPEKO (www.HAPEKO.de) is represented throughout Germany with more than 20 locations. Demand-oriented and holistic advice of a personally assigned private customer journey Qualified support in the investment business Taking and ensuring the handling of customer orders Creating individual, sustainable financial solutions for customers Transfer of customers to suitable, supportive distribution channels Agreement and execution of customer appointments Ensuring and expanding existing customer stock and addressing new customers

Closed training to the bank clerk / to the bank clerk A bank-specific further development, for example to the bank specialist (m/w/d) would be a plus, but is not a must Experience in the consulting of private customers as well as in-depth product knowledge in the private customer sector – we also like to give professional beginners a chance Customer orientation, communication strength and joy in demand-oriented sales Safe, authentic and binding occurrence Self-employed and careful working

A varied and demanding task in a great team Attractive framework conditions with a top salary, Christmas / holiday money, 39-hour week, VWL, Germany ticket, BAV, Urban Sports Club etc. A very positive and family-friendly working environment in an innovative and future-proof bank A modern workplace in a central location in Trier with very good transport connection Very good integration and professional further qualification through internal and external training possibilities JOBV1_EN