Volksbank

Customer Support

• Focus on outbound calling
• Handle customer inquiries by phone, e-mail and via digital channels
• Structured and accurate processing of service cases
• Needs identification, cross- & upselling, and active product and service advisory
• Contribute to the optimization of processes and workflows
• Implementation and use of new systems and AI-powered tools in customer service
• Professional objection handling and courteous communication

Customer Service Representative – Inbound & Outbound

Sales

• Building and maintaining sustainable client relationships to establish long-term partnerships
• Acquisition and professional servicing of domestic institutional clients
• Active sales and development of tailored solutions for investment and hedging products
• Deepening existing client relationships and acquiring new clients

Institutional Sales

Manager

• Preparation of risk reports, analysis of risk positions and limit monitoring
• Further development of interest rate and liquidity risk modelling
• Analysis and improvement of product mapping for customer and capital markets products
• Analysis and implementation of new regulatory requirements
• Participation in IT projects, e.g., implementation and data integration of new ALM software
• Contact person in risk management for Treasury, Accounting and Regulatory Reporting

Interest Rate and Liquidity Risk Manager, Expert

• Fokus auf Outbound-Telefonie
• Bearbeitung von Kundenanfragen telefonisch, per E-Mail und über digitale Kanäle
• Strukturierte und korrekte Abwicklung von Servicefällen
• Bedarfserkennung, Cross- & Upselling sowie aktive Produkt- und Serviceberatung
• Mitwirkung bei der Optimierung von Prozessen und Arbeitsabläufen
• Einsatz neuer Systeme und KI-gestützter Tools im Kundenservice
• Professionelle Einwandbehandlung und freundliche Gesprächsführung

Mitarbeiter:in Kundenservice Center – Inbound & Outbound

Counselor

• Erarbeitung von Finanzierungslösungen für unsere Kund:innen bei der Umsetzung ihrer Wohnträume
• Unterstützung unserer Kundenbetreuer:innen in den Filialen im Bereich Wohnraumfinanzierung
• Auf- und kontinuierlicher Ausbau der Wohnbaufinanzierungen entsprechend unserer Geschäftsstrategie
• Gesamtheitliche Analyse und Beurteilung von Wohnbau- bzw. Sanierungsprojekten in enger Zusammenarbeit mit anderen Fachabteilungen
• Enge Zusammenarbeit mit unseren Vertriebspartnern
• Analyse und Durchführung von Cross-Selling-Aktivitäten

Berater:in Wohnbaufinanzierung, 80-100%

Risk

• Administrative support: Preparation of meetings and minute-taking.
• Communications management: Creation and editing of presentations, reports and correspondence in German and English.
• Project coordination: Support for projects in risk management and IT, including monitoring milestones and deadlines.
• Digital tools & AI: Use of AI-supported applications to increase efficiency (e.g., document creation, data analysis, meeting transcripts) and support in implementing new digital processes and automation solutions.
• Information preparation: Analyzing and compiling data for board materials and decision-making support.
• Interface function: Coordination between internal departments (Risk, IT, Compliance) and external stakeholders.
• Confidentiality: Ensuring the confidential handling of sensitive information.

Executive Assistant – Risk & IT

• Develop financing solutions for our clients to help them realize their housing goals
• Support our customer advisors in branch offices on housing finance matters
• Establish and continuously expand housing financing activities in line with our business strategy
• Perform comprehensive analysis and assessment of residential construction and renovation projects in close cooperation with other specialist departments
• Work closely with our sales partners
• Analyze and execute cross-selling activities

Housing Finance Consultant, 80–100%

• Processing all cashier transactions
• Serving our customers and advising them on our digital services
• Supporting active new customer acquisition and scheduling appointments for our advisors
• Preparing and following up on appointments

Service Manager, 40%–60%

• Support with data governance topics
• Domain data modeling and building data lineage
• Support in data forensics
• Preliminary data analyses and preparation of reports
• Ensuring compliance for our AI initiatives