
Engaged Personal Advisor to Tidaholms Sparbank
Description
We are now looking for a personal advisor for our office in Hjo. As a personal advisor, you manage the customer's entire business based on identified needs. You are responsible for the customer's entire business and personal finances at the bank. You work needs-based and provide advice on loans, savings, pensions, and insurance, with the goal of creating long-term value for the customer.
You find new business among new and existing customers and maintain a high level of service to give the customer a positive experience with the bank. You help, guide, and inspire your customers through personal meetings as well as via phone or digital channels. Over time, you will build your own customer base while working as a team with your colleagues.
We are looking for someone who
- Has Swedsec advisor & mortgage license and insurance mediation authorization (IDD).
- Wants to create good and long-term customer relationships based on the bank's core values: personal, accessible, and engaged.
- Is responsive to customer needs and has a natural ability to build trust.
- Is business-oriented and works carefully and efficiently.
- Thrives in a culture characterized by community and team spirit, where collaboration is an important success factor.
Application
- The position is a permanent employment at 100% with placement in Hjo.
- Last application date: 2026-06-24 but selection and interviews may take place continuously.
- Start date according to agreement.
Questions about the position are answered by:
- Michael Swärd, Branch Manager:
- Annie Gustavsson, HR Coordinator:
By submitting your application, you consent to us processing your personal data and, if necessary, conducting a basic background check as part of the recruitment process, in accordance with applicable legislation.
About Tidaholms Sparbank
Tidaholms Sparbank is an independent bank with offices in Tidaholm, Mullsjö, and Hjo. We have approximately 60 employees and over 120 years of experience in banking, and today we have about 27,500 customers. Our local roots give us a unique opportunity to be part of community engagement. We are a full-service bank, meaning we can offer most banking services for private and corporate customers. Tidaholms Sparbank is a bank characterized by engagement, personality, and accessibility. For the sixth consecutive year, the savings banks have received the award "Sweden's Most Satisfied Private Customers" and "Sweden's Most Satisfied Corporate Customers" in the annual SKI Bank 2025 survey.
Zahtjevi
Obrazovanje
Post-secondary education of two years or longer in Business Administration, Trade and Administration
Radno iskustvo
Personal Finance Advisor