CareerPlan

Privatkundenberater/-in (m/w/d)

Kulmbach, BAYERNRemoteFull-time2024-08-07 → 2026-10-15
Hybrid

Core

First point of contact for private customers, providing holistic banking advice and acquiring new clients.

Role type

Private banking advisor

Builds

Customer acquisition and retention solutions

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Customer acquisition, holistic advisory, team collaboration, communication, responsibility, reliability, adaptability

Preferred skills

Commercial training, banking experience, customer contact experience

Technologies

None stated

Responsibilities

Serve as the first point of contact for customers, provide holistic customer advice, collaborate with specialists from various departments, acquire new customers, develop customer-oriented solutions

Seniority

Entry-level to Mid-level