Fürstlich Castell'sche Bank, Credit-Casse AG | Germany | 97xxx Würzburg | Permanent position | Full time / Home office | Published since: 22.12.2025 on stepstone.de
Service advisors NeoPrivatbank (m/f/d)
What is a NeoPrivate Bank – and what does the princely Castell'sche Bank have to do with it? As a NeoPrivate Bank, we combine the digital innovative power of a Neobank with the values and excellence of a private bank. Our mission: Rethink private bank. We act digitally and efficiently, but remain true to our traditions. This unique combination, paired with 251 years of experience in family ownership, makes us special – and right here you come into play. We are looking for dedicated personalities who actively shape changes, live digital advice and, together with us, present a new era in banking. In our DialogueFiliale – our innovative digital sales channel – you connect personal, highly-competent service with modern technology. With passion, digital know-how and sales strength, you will delight our customers – from initial contact to long-term relationship. You are far more than a contact person in digital communication: They are ideas, supporters and companions in all phases of life. .
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Your tasks • Your profile • What we offer
You recognize the wishes of our customers, offer individual solutions for their concerns and ensure a complete processing. You serve new and existing customers both online and on the phone and help them to use the digital services such as the BankingApp or payment services. You maintain trusted relationships, take complaints and complaints and actively help to find solutions within the bank. You coordinate callback requests in close cooperation with the advisory team.
You have a completed training as a bank merchant or a comparable qualification. You are familiar with video telephony and screensharing software (e.g. agree21Vibe, Microsoft Teams) as well as relevant software applications (e.g. BAP, MS Office). You always focus on the needs of customers and ensure first-class customer satisfaction through your support. You capture, check and document all processed service cases reliably and ensure their proper archiving. As a real team player, you actively promote cooperation, contribute with your positive attitude to the success of the team and motivate all participants to excellence through open communication and commitment.
Design space and self-responsibility: Take responsibility, redesign banking and work in an innovative environment that promotes your ideas and enables you to have a self-sufficiency. Attractive remuneration and benefits: Enjoy a performance-oriented salary and benefit from a company pension, exclusive employee rebates and other attractive benefits. Work-life balance and flexibility: Enjoy 30 days of vacation, dynamic working hours and the ability to work on the mobile – for a healthy reconciliation of leisure and work. Individual training: Use diverse possibilities for personal and professional development. Personal environment: She expects a house with around 210 employees in which you are more than one number. From day one, you are welcome, needed and welcome. We live a culture in which cooperation counts – here you know the person behind the name on the screen. .
Location
 | Fürstlich Castell'sche Bank, Credit-Casse AG | |
| 97070 Würzburg | ||
| Germany |
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