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Personal Advisor Wanted at Hälsinglands Sparbank

Hälsinglands Sparbank

Gävleborgs län, Hudiksvall

Previous experience is desired

15 days left
to apply for the job

Would you like to work at a local bank?

Would you like to work at a local bank where proximity and relationships with customers are in focus? Do you enjoy meeting customers and want to be part of a team driven by working together for the best customer experience?

Then this could be the opportunity for you!

About the position

We are now looking for another personal advisor to our Hudiksvall/Delsbo Private team.

The team currently consists of 8 personal advisors distributed across the offices in Hudiksvall and Delsbo, as well as 3 premium advisors. In this position, you will be based in Hudiksvall but will also meet customers at our Delsbo office every week.

As a personal advisor at the bank, you will handle our private customers' banking matters, primarily focusing on advising on mortgages, savings, pensions, security, and property insurance, as well as other aspects of the customer's everyday finances. In this role, you will work with scheduled customer meetings, both physical and digital. You will meet both our existing customers and actively work to welcome new customers to the bank.

We are looking for someone who

Is an engaged person with a strong interest in personal finance, advising, and customer meetings. In your daily life, you thrive when you get to meet people and build trust. You have good digital skills and can convey and inform about services and products pedagogically.

With an open, positive attitude, you find it easy to build relationships with both customers and colleagues. You enjoy proactively working towards goals both independently and in a team, and you are happy to share your expertise with others.

Qualifications

The formal requirement for the position is that you are licensed for advising and mortgages via Swedsec. We prefer that you are currently working as a personal advisor at a bank or have previous experience in that area. Great emphasis is also placed on your personal qualities.

Warm welcome to your application!

About us

Hälsinglands Sparbank is not an ordinary bank. We are an independent local savings bank. We operate our bank according to the Savings Bank idea, which means that we do not have any shareholders demanding a share of the bank's profits; instead, we share and give back profits to the community in the form of sponsorship and grants. Since the year 2000, we have given back over 160 million kronor to the development and vitality of our region.

Currently, our organization consists of about 100 employees, spread across six locations in four municipalities: Hudiksvall, Nordanstig, Ljusdal, and Sundsvall. From 2026, we will expand our operational area to encompass all of Hälsingland. Our growth strategy is based on actively engaging with customers in Söderhamn and Ovanåker municipalities.

Together, we drive the development of our bank with the goal of creating a sustainable and secure economic future for our customers. With our vision, 'With our hearts in the community, we grow together,' we strive not only to achieve our goals but also to contribute positively to society along the way.

We offer a workplace with a positive and caring work climate where we help each other, have fun, and develop together based on our core values: engaged, close, and open. It is important to us that our employees feel good and have a functioning balance between work and private life.

Together we make a difference. – Would you like to join us?

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