Erste Platinum Manager

Workplace: Wałbrzych

Your responsibilities

• Serving affluent clients and supporting them in choosing the best banking products and services,
• Ensuring professional service and the best branch visit experience,
• Offering and promoting investment products and other banking products,
• Achieving individual and team sales targets, for which we offer monthly bonuses at an attractive level,
• Contacting clients by phone and in person,
• Building long-term relationships with affluent clients and acquiring new ones,
• Working in compliance with current procedures and standards applicable and implemented across all distribution channels.

Our requirements

• You have higher education (preferably in economics or finance),
• You have over 3 years of experience in banking, sales of banking services and products, including investment products,
• You have broad knowledge of the capital market and its instruments,
• You value contact with people and long-term relationships based on trust,
• You like setting ambitious goals and feel good knowing what you are aiming for,
• You are comfortable working independently, have a lot of self-discipline and motivation to act,
• You want to develop in banking and gain new competencies in line with your chosen specialization in Private or Mortgage banking.

Nice to have

• Ability to communicate in English at a conversational level, enabling contact with foreign clients and assistance in choosing appropriate banking products,
• Experience working with affluent clients and knowledge of tax issues related to investment products,
• Category B driving license.

What we offer

• Employment contract (initially for 12 months, with the possibility of a permanent contract after the onboarding period),
• Hybrid work in a Branch (location at the beginning of the offer),
• Life insurance,
• Private medical care with Medicover (with the option to purchase a dental package),
• Bank's product offers and employee loans,
• Cafeteria system with points exchangeable for activities, e.g., leisure, cultural, gastronomic, or co-financing for kindergarten/nursery/children's club,
• Multisport card and wellbeing activities, e.g., Interest Clubs, webinars,
• Opportunity to participate in volunteering,
• Additional social benefits (e.g., baby welcome pack),
• Benefits for people with disabilities: financial allowance for health purposes, additional 2 days of leave for employees with a mild degree of disability, hybrid work if the nature of the work allows,
• Employee referral program – cash reward for referring someone to work in our bank.

Benefits

• Co-financing of sports activities
• Private medical care
• Co-financing of language learning
• Co-financing of training and courses
• Life insurance
• Remote work option
• Discounts on company products and services
• Preferential loans
• Additional social benefits
• Co-financing of cinema and theater tickets
• School starter pack
• Employee recommendation program

Recruitment stages

• Send your CV for our review
• Meet with a recruiter and manager
• Work with us in our team!

Feedback and risk management

After each recruitment stage, you will receive feedback from us, tailored to its level of advancement. After the meetings, we will get back to you with a comprehensive summary via email or phone.

We apply the highest standards of risk management, we care about the security of our clients and the services provided.

What does onboarding and development look like?

• We won't throw you in at the deep end. We have planned an onboarding process that will include an introduction to the organization, your business unit, and tasks.
• The first training will last 6 months within the Power Development Academy. After 3 months, you will start implementing part of the sales plan and receiving your first bonuses. During the first few months, we will show you our organizational culture and answer all your questions. After the onboarding period, you will start fully implementing sales plans.

Erste Bank Polska

Erste Bank Polska is part of the Austrian Erste Group - a story that began over 200 years ago with a simple idea: to give people access and confidence in action.

In 1819 in Vienna, an institution was founded based on the conviction that banking should support people in realizing their plans. Today, as Erste Bank Polska, we continue this approach, combining local experience with the strength of an international organization.

The Erste Group operates today in eight countries (in Poland, Austria, the Czech Republic, Croatia, Romania, Slovakia, Hungary, and Serbia) in Central and Eastern Europe and supports approximately 23 million clients. This is over 55,000 employees who work every day to make banking simpler, closer, and more accessible.

We design products and services so that clients can utilize their potential and more effectively implement what they plan in life and business. We know that people rarely act in ideal conditions. They act when they have support and space to make decisions. We are a reliable partner for them, who supports rather than complicates.

By clicking the "Apply" button or otherwise submitting a recruitment application, you agree to the processing of your personal data by Erste Bank Polska S.A. with its registered office at: PLAC EUROPEJSKI 3, 00-844 Warsaw (Employer), as the data controller, for the purpose of conducting recruitment for the position indicated in the advertisement.
Your personal data will be processed on the following legal grounds: (a) to take action at your request before concluding a contract (e.g., information about expected salary and availability to start work); (b) based on our legitimate interest (e.g., name, surname, date of birth, contact details, education, professional qualifications, employment history); c) based on your consent, which is expressed by sending application documents containing information such as e.g., image or interests.Providing all personal data mentioned above is voluntary, while the data mentioned in letters a) and b) are necessary to participate in the recruitment. Failure to provide data results in the inability to consider the application. Providing other data is voluntary, but may help in efficiently conducting the recruitment process.You have the right to request access to your data (including obtaining a copy), rectification of data, erasure of data, restriction of processing, data portability, as well as to object to their processing. You also have the right to lodge a complaint with the President of the Personal Data Protection Office.Your personal data may be transferred to providers of job advertisement publication services, recruitment management system providers, IT service providers (hosting), information system providers.The personal data provided by you will not be used for profiling or automated decision-making.Your personal data will be processed for a period of up to 1 year from the end of the advertisement publication, unless you have given separate consent to use your personal data for future recruitments.To exercise your rights or in case of any questions related to the processing of your personal data, please contact us at: [email protected].