Private Customer Advisor for our Branch in Würzburg
Original title: Privatkundenberater (m/
Start Date
On request
Sector
Finanzdienstleistungen
Salary
Competitive salary
Listing data as of October 26, 2026
About this Apprenticeship
Service- and customer-oriented advice on all offered products and services; active advice and sale of products in the area of building society savings and insurance; processing of service transactions in payment transactions; determination of the valuation for credit collateral in the area of private loans as well as approval or rejection of prepared credit decisions within own authority; advice and contract preparation in the private loan area including residual debt insurance and collateral; implementation of service performances from developed quality standards and planning of own campaigns or sales measures; active advice and sale in standardized securities business within the framework of the PSD house opinion.
What You'll Learn
Service- and customer-oriented advice on all offered products and services; active advice and sale of products in the area of building society savings and insurance; processing of service transactions in payment transactions; determination of the valuation for credit collateral in the area of private loans as well as approval or rejection of prepared credit decisions within own authority; advice and contract preparation in the private loan area including residual debt insurance and collateral; implementation of service performances from developed quality standards and planning of own campaigns or sales measures; active advice and sale in standardized securities business within the framework of the PSD house opinion.
Requirements
Successfully completed vocational training as a bank clerk (m/f/d) or a comparable qualification; passion for sales and experience in advising bank customers; enjoyment and fun in direct contact with customers; teamwork, communication skills and social competence.
What We Offer
13.5 monthly salaries and 40 euros capital-forming benefits; 30 days vacation per year and additionally off on 24th and 31st December; free Deutschlandticket or cheap parking space; good connection of the Würzburg branch to public transport; numerous further training opportunities; company pension scheme; employee benefits and discounts; company health program "Mehr Fit für Dich" with 200 euros budget per year; office dogs are welcome; attractive prospects in an innovative and future-oriented company; interesting, varied and responsible tasks; modern, well-equipped workplace; PSD together engaged - a paid working day for a voluntary project; time value account to retire earlier or take a break (sabbatical).
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