Vacant job

In the role of Private Advisor, you will work with financial advisory services and tailor solutions for the bank's private customers. Here, you have the opportunity to build business relationships, ensure customer satisfaction, and become part of a successful team.

Your main responsibilities as a Private Advisor include:

• Providing advice on our core areas of expertise, such as loans, savings, pensions, and insurance.

• Meeting our customers at our offices, digitally via Teams, and by phone.

• Developing existing customer relationships and creating new business contacts.

• Identifying customer needs, future plans, and upcoming opportunities to tailor solutions based on the customer's specific goals and requirements.

• Keeping up to date with regulations, digital tools, and instructions.

About you:

We are looking for someone who puts the customer first. It is important that customers feel seen and cared for. We see that you are communicative, structured, and flexible, which allows you to manage your daily work independently in the long run. You are outgoing and driven by achieving set goals and making good business deals. You are motivated by customer meetings and strive to provide the best possible service. To succeed, you must always strive to find solutions based on customer needs and provide the best possible advice. Together with your colleagues, you take responsibility for driving the bank's business forward.

The role requires good analytical skills and the ability to communicate effectively both verbally and in writing. It is also important that you are open to new ways of working, as we continuously adapt to the demand for both physical and digital meetings. You act according to the bank's core values: Proximity, Competence, Care, and Forward-looking spirit. You are curious, social, and treat our customers in a trustworthy manner.

Requirements:

• A driver's license is required to travel to the bank's other offices for exchanges or meetings.

• We expect you to have a high school diploma, with a preference for an economic background.

• Experience from own forestry ownership and/or education in forestry, forest care, or forest economics is considered an advantage.

• Previous sales and service experience where you have worked directly with customers.

• Fluent Swedish and good English skills, both verbal and written.

We offer you:

Here, you will work at a local bank with short decision-making paths and great opportunities to influence operations as an employee. Through our commitment as a savings bank, we actively contribute to the local community, including through sponsorship and important societal contributions in education, sports, and culture.

We invest in your development and offer training during working hours. As a Private Advisor, you will receive training and support to obtain the necessary licenses, such as SwedSec's advisory and mortgage licenses, as well as Insurance Distribution Rights.

You will have the opportunity to develop within a bank with many different roles and areas of responsibility, as well as access to our generous employee benefits.

Details:

• The position is a permanent employment with a probationary period.

• Start date according to agreement.

• As part of our Team in Eda, you will work together with your colleagues at our offices in Koppom, Charlottenberg, and Åmotfors. Your main placement is in Koppom, but we support each other within the team.

• As part of the recruitment process, finalists will present a number of prepared questions.

Application:

• Use the link to submit your application. We want your CV and a cover letter explaining why you see yourself in the role of Private Advisor with us.

• Questions about the position are answered by the recruiting manager, Ludvig Furtemark.

• The HR manager for the recruitment is Anna Beckius.

• If you wish to contact the union representative, please reach out to Elin Örtkvist.

• The last day for applications is August 16, 2026.

Contact Information:

• Office Manager: [email protected]

• HR Manager: [email protected]

• Union Representative: [email protected]

We look forward to receiving your application!