Kundenberater (m/w/d)
Core
First point of contact for customers, advising on bank products and digital banking solutions.
Role type
Customer Advisor (Banking)
Builds
Customer advisory services and product sales for a bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, sales, digital banking knowledge, product knowledge, initiative, teamwork
Responsibilities
Advise customers competently and friendly, identify customer needs and potential, present bank's service offerings, support customers with app and online banking usage, proactively approach customers with suitable products, schedule consultation appointments with experts