CareerPlan

Spezialist (d/m/w) Bankberatung, Filiale Heilbronn 2

Heilbronn, Allee 6 (PB), DEFull-time2026-10-07 → 2026-11-12

Core

Provide independent, needs-oriented financial advice and build sustainable customer relationships through personal and phone contact.

Role type

Customer Advisor (Banking)

Builds

Sustainable customer relationships and sales of financial products

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Sales talent, commercial training or experience, high service competence, resilience, interest in finance

Responsibilities

Conduct needs-oriented advice on financial products, build customer relationships via personal and phone contact, manage customer care within the branch, collaborate with the branch team, organize own workday independently