Fürstlich Castell'sche Bank, Credit-Casse AG | Germany | Würzburg | Permanent position | Part time - flexible / Full time / Home office | Published since: 11.04.2025 on stepstone.de
Client Advisor for Banking of the Future (m/w/d)
The DialogFiliale is our innovative, digital distribution channel with personal, highly-competent service. For the care of new and existing customers, we are looking for people like you who, with passion, digital know-how and sales strength, inspire our customers. You are far more than a contact person in digital communication: They are ideas, supporters and companions in every stage of life. Are you interested? Then learn more about your new job in the #teamcastell. JOBV1_EN
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The DialogFiliale is our innovative, digital distribution channel with personal, highly-competent service. For the care of new and existing customers, we are looking for people like you who, with passion, digital know-how and sales strength, inspire our customers. You are far more than a contact person in digital communication: They are ideas, supporters and companions in every stage of life. Are you interested? Then learn more about your new job in the #teamcastell.
Sales with added value: you recognize the needs of our customers, offer customized financial solutions and increase sales success through targeted lead processing New customer acquisition: They actively address potential customers and win them for our bank Long-term customer retention: They maintain trusted relationships and develop individual consulting strategies for sustainable customer retention Digital advice: You provide support to new and existing customers online and provide competent advice in all financial matters
Customer orientation: Your advice always focuses on customer needs and ensures first-class customer satisfaction Sales skills: you recognize sales opportunities, inspire customers for the right products and accompany them safely until successful completion Team spirit: As a real team player, you actively promote cooperation, contribute with your positive attitude to the success of the team and motivate all participants through open communication and commitment to excellence Experience with digital consulting tools: They are familiar with video telephony and screensharing software (e.g. agree21Vibe, Microsoft Teams) as well as CRM systems for efficient customer support Qualification: You have completed training as a banking businessman, an economic study or a comparable qualification
Future needs Origin: As one of the oldest German private banks, we combine innovation with tradition, supported by a clear promise of values Design playroom: Take a digital consulting role in an attractive working environment with modern consulting tools Responsibility and flexibility: Benefit from dynamic working hours and the ability to work on the mobile – for an optimal work-life balance Individual training: Take advantage of versatile possibilities for personal and professional development Attractive remuneration: Enjoy a competitive salary, a performance-oriented bonus and additional benefits that reward your performance and participate in the Bank's success JOBV1_EN
Company location
Location
![]() | 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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