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Guiding diverse clients on their business matters ( males, females, diverse individuals )

Corporate Customer Advisor position sought by Sparkasse Bamberg within the Sparkassen-Finanzgruppe. Job opportunities and training resources listed in the group's job exchange. (gender-neutral)

Guiding Clients (Male, Female, Diverse) on Various Matters
Guiding Clients (Male, Female, Diverse) on Various Matters

Guiding diverse clients on their business matters ( males, females, diverse individuals )

In the heart of Bamberg, Sparkasse - a trusted name in modern financial services - is on the hunt for a dedicated Corporate Customer Advisor (m/f/d). This role offers a unique opportunity to combine digital expertise with personal service, all within a work environment characterized by appreciation, openness, and social commitment.

Job Description

As a Corporate Customer Advisor, you will be advising corporate clients on financial products and services such as financing, investments, insurance, and cash management. Building and maintaining strong customer relationships will be essential, as will analyzing clients' financial situations and providing tailored solutions to meet their business needs.

Requirements

The ideal candidate should have completed further training as a Sparkassen business administrator (m/f/d) or comparable qualifications. A strong customer orientation and a passion for sales are essential, along with good specialist knowledge, digital competence, and practical experience in the care of comparable customer groups.

Candidates should also possess a confident appearance, healthy self-confidence, and good rhetoric. An active approach to customers, the ability to recognize sales opportunities, and the capacity to successfully conclude consultations are all crucial.

Benefits

The position offers a work-life balance with flexible working hours, flexitime, mobile working, and 32 vacation days. Additionally, it provides above-average and fully employer-financed pension provision, an interesting and challenging field of activity, attractive social benefits, job ticket, job bike leasing, numerous personal, professional, and methodological development opportunities, and remuneration according to TVöD-S at a rate of 4,153.35 € to 6,154.45 € (full-time) with 13.8 salaries and performance-related remuneration.

Application Process

Interested candidates can contact Mr. Steger, Head of Corporate and Corporate Customers, or Mrs. Derra, Human Resources Manager, for more information about the tasks and framework conditions. The deadline for applications is Friday, 22.08.2025.

The Corporate Customer Advisor will conduct creditworthiness and credit capability checks, and record and approve credit within delegated competencies. They will inspire and win new corporate customers for the company, actively involving specialists in the company and working successfully with them. The Corporate Customer Advisor will also independently identify the needs and potential of corporate customers and develop suitable solutions.

Sparkasse Bamberg is a reliable partner and expert in modern financial services in the region. The company combines digital expertise with personal service, offering a work environment that values appreciation, openness, and social commitment.

For an exact and official job description, requirements, and benefits for this position at Sparkasse Bamberg, it is best to consult the bank’s official careers page or contact their HR department directly, since no detailed listing was found in the search results.

  1. The Corporate Customer Advisor at Sparkasse Bamberg, in the heart of education and business, will not only advise corporate clients on finance-related matters such as financing, investments, insurance, and cash management, but will also have opportunities to further their careers by taking advantage of numerous personal, professional, and methodological development opportunities.
  2. Besides a passion for sales and good customer service, the ideal candidate for this role should have a strong understanding of finance, demonstrated by qualifications like a Sparkassen business administrator degree or equivalents, and a digital competence that allows them to effectively identify and address clients' business needs, thereby contributing to the company's successful finance and business operations.

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