CareerPlan

Kundenberater (m/w/d) mit der Funktion Geschäftsstellenkoordination (Neckargatach)

Heilbronn, Neckar, BADEN_WUERTTEMBERGFull-time2025-07-13 → 2026-11-08
On-site

Core

Private banking customer advisory and branch coordination for a cooperative bank.

Role type

Private banking customer advisor (branch coordinator)

Builds

Private banking services for individual customers

Domain

Banking / Financial Services

Deliverable

product features

Required skills

Private customer advisory, branch operations coordination, sales activity planning, digital media proficiency, process compliance

Preferred skills

Prior experience in private customer advisory

Responsibilities

Advise and support private customers, organize and conduct customer appointments, plan and implement sales activities, represent the bank at events and in the public, coordinate branch staff, monitor guidelines and quality standards