Customer Advisor at Sydjysk Sparekasse in Haderslev

Would you like to work somewhere with short decision paths, high customer satisfaction and a strong collegial community? We are looking for a private advisor for our department in Haderslev – an advisor who is motivated by creating long-lasting relationships, giving customers an overview, and being an important part of the local savings bank.

As a colleague has taken on new challenges internally within the savings bank, we are now seeking a private advisor for our Haderslev department. You will be responsible for a portfolio of private clients and become part of a department where we work closely together to create good customer experiences. For the right candidate, the role can also develop with a special responsibility for investments in the department – but the most important is that you are a skilled and experienced private advisor who can build trust, quality, and momentum in the customer dialogue.

Sydjysk Sparekasse in Haderslev

In Haderslev you will become part of a department with both private and corporate clients, good spirits, and a high ceiling. We are close to our customers and engaged in the local area because we believe that strong relationships are the foundation for both good advice and a good workplace. The Haderslev team comprises a total of 15 employees and in daily life we have an informal tone, good humor, and a sense of community where we achieve our goals together.

Your role

As a private advisor you will be responsible for a portfolio of private clients, where you work with holistic advice within, among other things, housing, pension, investment, and day-to-day finances. The portfolio can be composed based on your competencies and wishes, but also with good development opportunities.

In your daily work you plan and conduct client meetings, work in a structured way with your portfolio, and actively contribute to the department's development. You will have freedom with responsibility and the opportunity to make decisions close to the customer – with support from colleagues, management, and specialists when the customer's needs require it. The ability to make a decision and quickly help the customer forward is one of the savings bank's strengths, contributing to a good customer experience.

If you have a particular interest and experience in investments, there may be an opportunity for the right candidate to take on a more visible role as the department's investment manager. This means you could become the colleague who helps strengthen investment focus, shares knowledge, and supports your colleagues in the good customer dialogue about investment, either through sparring or participation in meetings.

We imagine that you

• Have experience as a private advisor and a relevant financial education.
• Thrive with responsibility for a customer portfolio and are motivated by creating strong and long-lasting customer relationships.
• Are professionally skilled and can advise customers holistically.
• Communicate clearly and create security in the meeting with the customer.
• Work in a structured way, follow up, and take responsibility for both the customers and the department’s community.
• Have an interest in investments – and perhaps experience that prepares you to take on special responsibility in the area.

With us you get

• Responsibility for an attractive portfolio of private customers while keeping room to take on new clients.
• Opportunity to apply your advisory skills in a local savings bank with short decision paths.
• Possibility – if profile and experience match – to take on a special responsibility for investments in the department.
• A strong collegial community with high well-being, good humor, and an informal atmosphere.
• Professional sparring and access to specialists so you can provide customers with the best advice.
• Good opportunities for both professional and personal development.
• An employer that values integrity, relationships, and local engagement.

About Sydjysk Sparekasse

Sydjysk Sparekasse is in an exciting development focusing on high customer satisfaction, strong growth, and high employee satisfaction. We value a strong professional environment and a good sense of community. As a local savings bank, we are close to our customers and actively engage in the local communities we are part of.

Are you ready to take the next step?

If you have questions about the position, you are welcome to contact the department director, private Rasmus Asferg Andersen, at tel. 61 27 98 68 or HR manager Henrik Matthesen at tel. 22 93 36 37.

Submit your application via our website. We conduct ongoing interviews and close the position when the right candidate is found.