CareerPlan

Vertriebsassistenz Firmenkunden - Bankkaufmann / Banking (m/w/d)

Rosenheim, Bayern, DEFull-time2026-10-22 → 2026-11-07

Core

Support sales and organizational tasks for corporate banking consultants, including customer care, appointment planning, and document preparation.

Role type

Sales support specialist for corporate banking

Builds

Customer support and administrative workflows for corporate banking clients

Domain

Banking / Corporate Finance

Required skills

Appointment scheduling, risk unit verification, liquidity calculation, document preparation, customer contact, cross-functional coordination

Preferred skills

Multi-year experience in corporate banking environment

Technologies

None stated

Responsibilities

Support sales and organizational tasks for corporate banking consultants, plan appointments and assist in pre- and post-meeting preparation, verify risk units and create liquidity calculations, identify consulting needs and sales approaches in customer contact, prepare and maintain customer documents

Seniority

Entry to Mid-level