Customer Advisor for Sydjysk Sparekasse - Vejen

Would you like 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 move forward securely with housing, pensions, investments and the major financial decisions in life.

As one of our skilled colleagues retires later this autumn, we are now looking for a new colleague for the department. With us you get an attractive portfolio of good, satisfied private customers – and the opportunity to build 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 will work especially with housing, pensions and investments, but also with spotting new opportunities and turning them into good customer experiences.

You will become part of a department with both private and business customers, where the customers know you – and where personal contact matters. Therefore you must be able to navigate the customer's finances comprehensively and create a secure and engaging advisory experience. When there is a need for specialized knowledge, you have a strong team of specialists behind you who help both you and the customers forward safely.

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 the colleagues and close to the local community – and where we together create good experiences for both private customers and the people we meet in everyday life. We are locally engaged, ambitious on 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 customers and work with holistic advisory within housing, pensions and investments. In addition, an important part of the role is that you want to work proactively and actively contribute to attracting new customers to the department. You follow your customers over time and ensure that the advice is based on their overall finances and life situation.

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

What you get with us

• Freedom with responsibility and short decision paths.
• An attractive portfolio of private customers where you can create security, overview and strong relationships. If you also want to work proactively and attract new customers, the job can be adapted so there is good room for that.
• An department with 14 dedicated colleagues who prioritize collaboration, professional sparring and a good mood in everyday life.
• Good opportunities to develop professionally and personally.
• A workplace that consistently ranks highly on both customer and employee satisfaction.

We imagine that you

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

Are you ready to take the next step?

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

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

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

If you have any questions, you are welcome to contact

Rolf Møller Jepsen

[email protected]

Tel.: 76961782

Tel.: 51159444

Henrik Matthesen

[email protected]

Tel.: 74 99 74 68

Tel.: 22933637

Application deadline

Ongoing