Personal Banking Advisor

Location: Großenlüder, Haimbach, Hosenfeld, Flieden, Germany
Salary: €40,000–€60,000 gross per year
Working Model: Hybrid
Employment Type: Full-time
Experience: Minimum 1 year
Language: German C1 (fluent)

Job Responsibilities

• Manage and develop your own customer portfolio.
• Provide advice to customers on investments, retirement planning, loans, financing, and insurance.
• Understand customer needs and recommend suitable banking solutions.
• Schedule customer appointments and conduct consultations in person or online.
• Work with team members to provide the best solutions to customers.
• Build and expand your customer base.
• Refer customers to specialists for mortgage financing, private banking, and insurance when required.
• Achieve individual business targets related to revenue, customer activity, and sales.
• Contribute ideas to improve daily processes.

Requirements

• Completed professional training as a Bank Clerk (Bankkaufmann/-frau) is mandatory.
• Minimum 1 year of relevant banking experience.
• Beraterpass Level 3 is required. Alternatively, Beraterpass Level 2 with relevant professional experience is accepted.
• Fluent German language skills (C1 level or native).
• Good knowledge of Microsoft 365.
• Good communication and customer service skills.
• Ability to work independently and as part of a team.
• Strong organisational skills, reliability, and a responsible attitude.
• Customer-focused approach and willingness to take initiative.

Benefits

• Attractive salary package with 13 monthly payments.
• Additional performance-based payments and profit-sharing opportunities.
• Company pension scheme.
• 30 days of annual leave plus 2 additional bank holidays.
• Flexible working hours with no fixed core working time.
• One work-from-home day per week.
• Modern working environment with a laptop.
• Permanent and secure career opportunity.
• Friendly working environment with flat hierarchies.
• Individual training, onboarding, and career development opportunities.