Equipment Finance Sales Executive working closely with Regional Bank for optimal customer relationships and equipment financing. Prepare industry updates and generate new business while managing a high - quality financing portfolio.
About the role
- Organizational talent supporting consultants at a growing financial consultancy. Key role in managing customer data and client onboarding, ensuring smooth operations.
Responsibilities
- Organizational hub of the team
- Responsible for maintaining all customer data
- Coordinating deadlines and requesting missing documents
- First point of contact for new customers during onboarding
Requirements
- Experience in a service-oriented or commercial role, e.g., team/project assistant, customer service, back office, or client support
- Structured, reliable, and proactive
- Completed commercial vocational training or a comparable qualification
- Confident user of digital tools
- Fluent German language skills, spoken and written
Benefits
- 30 days of annual leave
- Flexible working hours
- Option to work up to 3 days from home per week
- Annual health budget of €900
- Comprehensive onboarding and ongoing training
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