Customer Advisor for Sydjysk Sparekasse - Vejen

Do you want to be a private advisor in a place where relationships matter more than standard solutions? At Sydjysk Sparekasse you get freedom, trust and short decision paths – and a daily life where you help private customers safely move forward with housing, pension, investment and the big financial decisions in life.

When one of our skilled colleagues retires later this autumn, we are now seeking a new colleague for the department. With us you get an attractive portfolio of good, satisfied private customers – and an opportunity to build further on the relationships based on good advice. At the same time we are looking for an advisor who wants to be proactive, create new relationships and welcome new customers to the savings bank. You work especially with housing, pension and investment, but also with seeing new opportunities and turning them into good customer experiences.

You will become part of a department with both private and business customers, where customers know you – and where personal contact matters. Therefore you must be able to cover the full scope of the customer's economy and create a safe and tangible advisory experience. When there is a need for specialized knowledge, you have a strong team of specialists in your back, who help both you and the customers safely forward.

We believe that presence, integrity and local engagement make a difference – for both the customers and for one another. As a private advisor you are therefore close to the customers, take responsibility for the good relationships and create solutions that make sense for the life they are in.

Sydjysk Sparekasse in Vejen

In Vejen you will become part of a department where professionalism, camaraderie and good humor go hand in hand. Here there is room to be close to the customers, close to colleagues and close to the local community – and where together we create good experiences for both private customers and the people we meet in everyday life. We are locally engaged, ambitious on the behalf of the customers and focused on having a workplace where people thrive and help each other succeed.

Your role

You will be responsible for an attractive portfolio of private clients and work with holistic advisory within housing, pension and investment. In addition, an important part of the role is that you want to work proactively and actively contribute to attracting new clients to the department. You follow your clients over time and ensure that the advice is based on their overall economy and life situation.

In everyday work you plan and conduct client meetings, make decisions close to the client and focus on both quality and positive development in your portfolio.

With us you get

• Freedom under responsibility and short decision paths.
• An attractive portfolio of private clients where you can create security, overview and strong relationships. If you also want to work proactively and attract new customers, the job can be adjusted to allow space for that.
• A department with 14 engaged colleagues who prioritise collaboration, professional sparring and a good mood in everyday life.
• Good opportunities to develop yourself both professionally and personally.
• A workplace that consistently ranks high in both customer and employee satisfaction.

We imagine that you

• Have experience with advising private clients and a relevant financial education.
• Thrive in close customer contact and are motivated to create security, overview and value for the individual client.
• Work in a structured way, take responsibility for your portfolio and follow the customers well all the way around.
• Contribute positively to the community and gladly share your knowledge with colleagues.

Are you ready to take the next step?

If you have any questions about the position, you are welcome to contact the department head, private Rolf Møller Jepsen at tel. 51 15 94 44 or HR manager Henrik Matthesen at tel. 22 93 36 37.

Send your application via our website https://www.sydjysksparekasse.dk

We hold ongoing interviews and close the position when the right candidate is found.