Job Opening: Financial Advisor at Litzendorf branch, Sparkasse Bamberg
Office in Litzendorf seeks an individual customer advisor (regardless of gender)
The Litzendorf branch of Sparkasse Bamberg is seeking an engaged and qualified individual for a full-time position as a Financial Advisor. This role offers an interesting, challenging, and varied field of activity with a high degree of responsibility and design options.
Tasks and Responsibilities
As a Financial Advisor, you will provide comprehensive financial advice and solutions tailored to clients' needs. You will manage and build long-term relationships with private and business clients, analyzing their financial situations and developing personalized investment and savings plans. You will promote Sparkasse’s range of financial products and services, including loans, insurance, investments, and retirement planning.
Regular client reviews and follow-ups are essential to ensure satisfaction and identify new opportunities. Staying informed about financial market trends, regulatory changes, and new product developments is also part of the role. Collaboration with team members and contributing to achieving branch targets are expected.
Benefits
The job offers permanent employment with a reputed financial institution, a competitive salary with performance-related bonuses, and extensive training and career development opportunities. Access to modern work tools and a supportive work environment, social benefits such as health insurance, pension schemes, and employee discounts, work-life balance through flexible working hours, and a strong employee culture focused on teamwork and local community engagement are among the benefits.
Requirements
Candidates should have completed vocational training in banking, finance, or a related field, preferably with further qualifications such as Certified Financial Advisor. Experience in financial advisory or customer service in the banking sector is essential. Strong communication and interpersonal skills, a customer-oriented mindset with a proactive and solution-driven approach, sound knowledge of financial products and the regulatory environment in Germany, the ability to analyze complex financial information and present it in an understandable way, good organizational skills, the ability to work independently and within a team, and proficiency in German (additional language skills are a plus) are required.
Application Process
Interested candidates should submit their application documents, including a cover letter, CV, relevant certificates, and references. Applications are typically accepted via the Sparkasse Bamberg careers portal or by email to the branch’s HR contact. After initial screening, selected candidates will be invited to interviews and possibly assessment tests. Successful candidates will receive a job offer and details about the onboarding process.
If you are interested in applying, it is recommended to prepare your documents carefully, highlighting your financial advisory experience and customer service skills. Make sure to tailor your cover letter to reflect your motivation for working with Sparkasse Bamberg and specifically at the Litzendorf location.
If you need more specific details or contact information, Frau Maria Hack can be contacted for further questions about the tasks and conditions at Phone 0951/1898-1306.
Remuneration is according to TVöD-S, ranging from 3,901.48 € to 5,377.14 € (full-time). The candidate must have comprehensive expertise and experience in all areas of asset management. The position offers a work-life balance with flexible working hours and 32 vacation days. The role involves active relationship management with assigned customers, holistic consulting, and customer acquisition. The candidate should possess acquisition and negotiation skills, a strong customer orientation, and a results-oriented approach.
For more information, please visit the Sparkasse Bamberg imprint and website.
- This full-time Financial Advisor position at the Litzendorm branch of Sparkasse Bamberg, specifically in the education-and-self-development and career-development categories, involves providing tailored financial advice, managing client relationships, and promoting the institution's financial products.
- The career-development benefits of the Financial Advisor role at Sparkasse Bamberg include permanent employment, performance-related bonuses, extensive training opportunities, and job-search assistance for future promotions or transitions within the business.
- Candidates for the Financial Advisor position at Sparkasse Bamberg must possess relevant education and qualifications in finance, vocational training in banking, or a related field, along with essential skills such as customer service, communication, and sound knowledge of German financial products and regulations.
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