CareerPlan

Berater/in Kommunalkunden (m/w/d)

Würzburg, BAYERNFull-time2026-10-23 → 2026-11-12

Core

Manage a portfolio of public and municipal clients, develop tailored financial concepts, and oversee credit book management and risk assessment.

Role type

Senior municipal client advisor (credit & risk)

Builds

Customized financial solutions and credit portfolios for public sector clients

Domain

Public sector finance / Municipal banking

Required skills

Commercial business studies or Sparkassen/Bank operations certification, Commercial credit advisory experience, Credit book management, Risk assessment, Cross-selling, Team coordination

Preferred skills

Confident and convincing presence, Self-initiative, Flexibility, Independent work

Technologies

OSPlus system

Responsibilities

Develop tailored financial concepts for municipal clients, Lead credit book management and decide on credit applications, Identify cross-selling opportunities and acquire new clients, Coordinate internal and external specialists, Represent the savings bank at client events and projects

Seniority

Senior, hands-on IC