0Financial Advisor (m/f/d)
PSD Bank Rhein-Ruhr eG | Germany | 44xxx Dortmund | Permanent position | Full time / Home office | Published since: 06.02.2026 on stepstone.de

Financial Advisor (m/f/d)

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


For us, financing is more than figures, interest and durations. They mean future plans, security and trust. This is where you come into play: you advise individually, think solution-oriented and bring conclusions with real customer proximity. If you have the pleasure of consulting, sales and sustainable customer relationships, you will fit us perfectly. .

Your tasks • Your profile • What we offer

the demand-oriented and end-oriented consulting as well as the sale of credit products including support programs for construction, housing and energy saving with a focus on our existing customers. the independent acquisition of customers and the individual preparation and implementation of situation-related consultations. analysis of the economic conditions of our clientele including value indication as well as the creation of credit votes and credit decisions. the active use of cross-selling potentials and the distribution of our ecosystem, in particular the personal real estate assistant (PIA). the structured preparation of the consulting cases, the care of relevant customer data and the active involvement in the continuous improvement of our processes.

have completed training to the bank businessman or the bank businesswoman and have a well-founded professional experience in bank sales. is highly sales-oriented and your professional know-how conveys to customers in a comprehensible, convincing and address-oriented manner. It is a pleasure to be committed to the concerns of your customers and to work together in the team. are safe in handling modern communication media and brings experience in the use and maintenance of databases. work independently, responsibly and structured, demonstrating reliability and quality awareness.

a team you can really rely on. Working hours that fit your life (also mobile work possible). attractive remuneration with 13th monthly salary & profit participation. company pension plans that you can look forward with. A bike of your choice about bike leasing (whether PSD green or bangpink). ... and some extras you can discover here. .

Location

ava PSD Bank Rhein-Ruhr eG
44139  Dortmund
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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