0Financial Advisor, including Deputy Team Leader (m/f/d)
PSD Bank Nürnberg eG | Germany | 97xxx Würzburg | Permanent position | Full time | Published since: 23.09.2026 on stepstone.de

Financial Advisor, including Deputy Team Leader (m/f/d)

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


“More We for You” – We follow this motto in every business area. As one of the largest cooperative banks, we have the highest demands in the care of our 150,000 private customers. We would like to support them online, by telephone and personally at one of our seven locations in every area of life. It is our 300 employees who have been successful in the PSD Bank Nuremberg for over 85 years. Every person introduces his individual ideas, his commitment and his competitive industry know-how, so we are sure: we start with you.

For our branch in Würzburg we are looking for an asset advisor (m/w/d) incl. Deputy team management

Your tasks • Your profile • What we offer

As an asset advisor/stv. Team Leader is working out of operational tasks within customer consulting and support for strategic leadership: You advise our customers at eye level and develop tailor-made offers. For this, you use the product range of PSD Bank Nuremberg eG as well as the offers of our partners. In addition, you will take over individual leadership topics and participate in exciting internal bank projects. Your tasks: demand-oriented consultation of our customers via the channels ''Personal'', ''Phone'' or 'Video'' with focus on investment consulting active support of associated existing customers and new customers Consultation and sale of banking products and products from the affiliates and advice in the standardised securities business Signal recognition and perception of sales opportunities Processing of services Takeover of management tasks and organisational activities Participation in process optimization and internal projects

Senior Account Manager (m/w/d) passion for sales; multiannual experience within private customer advice is desirable Joy and fun in contact with customers on all sales channels Team skills, communication skills and social competence Organisational ability and joy in team leadership knowledge of German in word and writing

13,5 monthly salaries and 40,- euro 30 days vacation per year and additionally free on 24. and 31.12. free Germany ticket or cheap parking central location, easily accessible by public transport numerous further and further training possibilities Occupational pension Employee benefits and benefits Operational health program ''More Fit for You''' with 200 euros budget per year Office dogs are welcome attractive perspectives in an innovative and forward-looking company interesting, varied and responsible activities modern, well-equipped workplace PSD Commitment - a paid working day for a volunteer project Current account to retire earlier or take a break (Sabbatical)

Location

ava PSD Bank Nürnberg eG
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.

For more information read the original ad

Permanent link to this ad

Ad Id