CareerPlan

Privatkundenberater im Geschäftsstellenbereich (w/m/d)

Aachen, NORDRHEIN_WESTFALENFull-time2023-06-14 → 2026-10-28

Core

Provide holistic, standardized private banking advice and manage customer relationships for a cooperative bank.

Role type

Private banking advisor (retail)

Builds

Digital service offerings and customer relationship management

Domain

Banking / Retail Finance

Deliverable

client delivery

Required skills

holistic customer advisory, digital service recommendation, customer acquisition, relationship management, structured work, autonomous action

Preferred skills

digital media proficiency, customer-oriented communication

Responsibilities

Advise customers on standardized private banking products, recommend digital services, manage assigned customer relationships, acquire new customers through active outreach