CareerPlan

Vertriebsassistenz (m/w/d)

Gütersloh, NORDRHEIN_WESTFALENRemoteFull-time2026-06-26 → 2026-10-20

Core

Support sales consultants in customer care and advisory, handle initial phone contacts, prepare credit applications and complex decisions, and manage document verification for financing requests.

Role type

Sales support specialist (banking)

Builds

Credit applications, financing proposals, and decision documentation for a regional Sparkasse

Domain

Banking / Financial Services

Required skills

Credit business knowledge, customer advisory, document verification, financial product basics, business administration basics

Preferred skills

Experience in credit business or customer advisory, sales-relevant topic knowledge

Technologies

None stated

Responsibilities

Support consultants in customer care and advisory, make initial phone contact with customers, prepare credit applications and templates, prepare complex decisions, verify documents for financing requests, schedule and manage customer appointments, conduct research and coordinate with specialists

Seniority

Entry-level to Junior