Specjalista_tka w obszarze bankowości detalicznej
Core
Acquiring and managing retail banking clients, specifically focusing on mortgage products and daily banking services.
Role type
Retail banking specialist (mortgage focus)
Builds
Mortgage and daily banking products for individual clients
Domain
Retail banking / Financial services
Deliverable
client delivery
Required skills
sales experience, mortgage product knowledge, financial product expertise, relationship building, remote channel support, sales target achievement
Preferred skills
English (B2)
Technologies
video conferencing tools, internet banking platforms, mobile banking apps
Responsibilities
actively acquire new clients and build long-term relationships, offer full range of banking products including mortgages and insurance, handle client inquiries in branches and remote channels, analyze client needs to match product offerings, educate clients on digital banking tools, achieve sales targets for mortgages and daily banking, provide post-sales support
Seniority
Individual Contributor, entry to mid-level