CareerPlan

Referent Firmenkunden (w/m/d)

Essen, Ruhr, NORDRHEIN_WESTFALENFull-time2025-10-29 → 2026-11-11

Core

Qualified sales support for corporate account managers, handling administrative tasks, potential analysis, visit preparation, and customer correspondence.

Role type

Corporate Banking Sales Support Specialist

Builds

Customer presentations, sales materials, and support for credit applications and account management

Domain

Banking / Corporate Finance

Deliverable

product features

Required skills

Credit business knowledge, Business administration knowledge, Corporate banking product knowledge, IT systems proficiency (agree21), MS Office

Preferred skills

Leasing, Factoring, Electronic Banking product expertise

Responsibilities

Conduct potential analysis, prepare for customer visits, create customer correspondence and presentations, support credit application processing, maintain data in sales systems, support machine-based scheduling

Seniority

Entry-level to Mid-level, hands-on IC