Banker

Recruitment Room - Global; Regensburg; Vor Ort; EUR 1.000; Vollzeit

Zusammenfassung

A prestigious cooperative bank in Regensburg is seeking a skilled Private Banking Advisor to provide comprehensive advice to private clients. The ideal candidate has a banking qualification and extensive experience in customer advisory in the securities business. The role includes flexible working hours, a generous benefits package, and opportunities for career growth within a stable organization.

Leistungen

13th and 14th salary

30 vacation days plus bank holidays

Flexible working hours

Mobile work options

Company pension scheme

Health insurance

Qualifikationen

• Completed training as a banker (m/f/d) with necessary additional qualifications.
• Several years of experience in private customer advice within the securities business.
• Strong communication skills and enthusiasm for active customer engagement.

Aufgaben

• Independent and comprehensive advice to a personal customer group.
• Analysis of financial situations and development of tailored solutions.
• Acquisition of new customers and expansion of existing relationships.

Kenntnisse

customer advisory

sales approaches

financial analysis

MS Office

banking

private banking

customer relationship management

securities

finance

communication skills

Ausbildung

Completed training as a banker

Additional qualification as a bank specialist

Business studies

Jobbeschreibung

Company mission

The League Bank is a cooperative organized special loan institute. As a universal bank, we focus on private customers and institutional clients from the church. Additionally, foundations, housing companies, and municipalities are part of our customer base. We manage more than 20 billion euros in assets. We are distinguished by high securities and sustainability expertise, have been offering professional wealth management services for over 20 years, and operate as a trade book, systematic internal, and deposit bank.

Core values

Honest and sincere cooperation, teamwork, diversity.

Requirements

Completed training as a banker (m/f/d), with additional qualification as a bank specialist (m/f/d), bank business economist (m/f/d), or business studies if necessary.

Several years of experience in private customer advice within the securities business.

Strong communication skills and enthusiasm for active customer engagement and relationship building.

Tasks & Responsibilities

• Independent and comprehensive advice to a personal customer group.
• Analysis of financial situations, assessment of financing needs, development of tailored solutions.
• Acquisition of new customers and expansion of existing relationships.
• Recognition and utilization of sales opportunities, successful closing of consultations.

Core benefits

Tariff 13th salary plus an additional 14th salary.

30 days of vacation per year plus 3 bank holidays.

Flexible working hours with a flexitime model.

Possibility for proportional mobile work after onboarding.

Germany ticket subsidy and additional benefits such as Lease-A-Bike and a Live Working Time Account.

€40 assets.

100% employer-financed company pension scheme and additional health insurance.

Participation in a well-established, powerful cooperative bank with 12 locations across Germany.

Hiring process

• Application via Talent Partner.
• Initial interview, often via video, focusing on basic suitability.
• Follow-up interview in branch, focusing on technical skills and team fit.
• Reference and qualification checks.
• Offer creation based on discussions and agreement with the candidate.

Skills: customer advisory, German C2, sales approaches, financial analysis, MS Office, banking, private banking, customer relationship management, securities, finance, communication skills.