Customer Advisor, Retail Deposits & Investment Advisory

Role Overview

• You take on support responsibility for complex applications and services as part of a qualified Service Desk covering retail deposit operations and investment advisory.
• You act as a subject-matter specialist, preparing solution information in a customer-friendly manner, taking responsibility for its communication and serving as a multiplier.
• You engage in escalations and major incidents, perform extensive and thorough testing for quality assurance, and provide timely customer communication.
• You advise customers in a targeted manner, present our solution offerings, and convey their requirements to drive product development.
• You support product launches and take on special tasks as needed.

Requirements

• You have completed relevant vocational training as a bank clerk (Bankkaufmann/-frau) with additional qualifications (e.g., banking specialist or banking business administrator) and have several years of professional banking experience.
• You possess solid knowledge of a bank's deposit/passive business and have prior experience in customer service/support or bank operations.
• You demonstrate strong customer and service orientation; your reliable and independent working style, analytical thinking, and excellent coordination skills distinguish you.
• You are capable of handling conflicts and being assertive while maintaining a high degree of cooperation and team spirit; you are reliable and have a strong quality and sense of responsibility.

Tech Stack

• TypeScript

Benefits

• Flexible working: We work in a balanced hybrid mix of remote work and presence in modern office environments (Activity-Based Working).
• Work–life balance: With individual working time models such as part-time, the option to choose full-time between 30–40 hours, and our lifetime working account (sabbatical and/or leave before retirement), you can find the right balance.
• Balancing private life and career: We offer a family allowance and support in special family situations, such as caring for relatives.
• Individual benefits: In addition to company pension provision (subsidized occupational pension), you can choose between bike leasing, IT hardware leasing, capital-forming benefits (VL), and/or an additional day off, among other options.
• Onboarding: A guided and individualized induction with a mentor and regular feedback discussions with your people lead support your arrival. We also welcome you at our #enter welcome event.
• Health management – Health, Family and Life: Our offerings support you through partnerships with the Family Cooperative and voiio. Enjoy varied meals in our company restaurants and network through our sports offerings.
• Career model and training: In our development dialogues, you discuss your professional, methodological, and personal career goals and pursue them through our diverse training opportunities.
• Our company values: Respectful, open and honest, responsible, supportive, and result-oriented – guided by team spirit, customer focus, and a desire for innovation and intensive knowledge sharing.
• Future and job security: As a cooperative with decades of experience, we are pioneers of digital transformation in banking and a systemically important employer.
• Kununu: We are a Top Company 2026 and proud of a Kununu score of 4.3 and a recommendation rate of ≥ 90%.