Customer Advisor Focus on Investment/ Provision (digital)
Original title: Kundenberater (m/
Start Date
On request
Sector
Banking
Salary
Competitive salary
Listing data as of October 25, 2026
About this Apprenticeship
Advising and selling financial products (building society, insurance, securities, private loans) as well as supporting sales planning and customer care.
What You'll Learn
Active advising and selling of products in building society and insurance, service- and customer-oriented advice on all offered products, support of specialist departments in sales planning, advice on standardized securities business, risk disclosure, preparation of advisory protocols, advice on private loans, handling routine customer service tasks, active outbound.
Requirements
Successfully completed vocational training as a bank clerk (m/f/d) or equivalent qualification, passion for sales and experience in customer advisory, enjoyment of telephone contact, teamwork, communication skills, social competence, flexibility and openness to digital sales channels.
What We Offer
13.5 monthly salaries and 40 euros capital-forming benefits, 30 days vacation plus off on Dec 24 and 31, free Germany ticket or subsidized parking, central location with good public transport, mobile work, training and development opportunities, company pension scheme, employee benefits, corporate health program with 200 euro budget, office dogs welcome, attractive prospects, modern workplace, paid day for volunteer project, time value account.
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