Financial Advisor (Crete)

Role summary

Financial Advisor (Crete) is a full-time role at Cepal Hellas Financial Services S.A. in Heraklion, Region of Crete, Greece (on-site). Posted 2026-08-07. Experience level: 2-5.

Job title

Financial Advisor (Crete)

Company

Cepal Hellas Financial Services S.A.

Location

Heraklion, Region of Crete, Greece

Work arrangement

on-site

Employment type

full-time

Category

Software Engineering

Experience level

2-5

Date posted

2026-08-07

Job description

The Financial Advisor is responsible for managing an assigned portfolio of customers with loans in arrears, assessing their financial circumstances and providing tailored financial advice to recommend sustainable restructuring and repayment solutions.

Main Responsibilities:

Communicates with debtors to arrange meetings for restructuring and discusses available solutions, focusing on achieving the set goals

Conducts face-to-face meetings with debtors to advise them on available solutions for settling their debt, informing them of the process to follow and the required documentation

Negotiates specific terms within the available solutions, always striving to identify viable options for assigned clients

Monitors daily to ensure that Key Performance Indicators (KPIs) are met, based on instructions from the Team Leader

Coordinates all necessary procedures in collaboration with involved parties (such as debtor, legal team, and bank) after receiving the debtor's consent to an available option

Adheres to the Company's code of ethics and ensures compliance with policies to minimize customer complaints

Education, Experience and Technical Skills

Bachelor’s degree in Economics, Banking or other related field

More than 3 years of proven experience in portfolio management and/or Branch Network

Excellent level of written and oral communication in English and Greek

Computer literacy, knowledge of MS Office applications

Competencies

Excellent interpersonal and communication skills

Strong negotiation and influencing skills

Result-orientation, with a scope on achieving organizational objectives

Exceptional customer focus (Internal/External)

Ability to handle confidential information with discretion

Here’s what you can look forward to as part of the #CepalTeam:

Competitive Compensation : We offer an attractive salary, annual performance-based bonuses, and a monthly meal allowance through our ticket restaurant card

Health: Private medical insurance is provided for you and your family

Family Support: Monthly financial allowance for early education (nursery) and coverage of expenses for children with neurodiversity or disabilities—including therapeutic swimming, music therapy, horse riding, and parental support

Modern Workspaces: Contemporary offices designed to support comfort, health, and productivity, with fully equipped workstations, quiet areas, on-site restaurant, and group fitness sessions

Lifelong Learning: Cepal supports continuous learning through access to e-learning platforms and structured professional development programs

Career Progression: We are committed to your growth, offering a clear development path supported by feedback, mentoring, and personalized learning plans

Make a Difference: Get involved in regular wellbeing, ESG and volunteering initiatives that reflect our values and foster a sense of purpose and community

At Cepal, we believe that inclusion is more than a value, it's a way of thinking and acting. As members of the Diversity Charter Greece, we are committed to fostering a workplace where every individual feels respected, empowered, and free to contribute meaningfully

All applications are treated fairly, confidentially, and based solely on qualifications and merit.