Kundenberater:innen für unseren Privatkundenbereich
Core
Provide holistic financial advice and sales of Sparkassen products to private and premium individual customers to ensure long-term retention.
Role type
Private banking customer advisor
Builds
Sparkassen financial products and partner products for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, sales, service orientation, team collaboration
Preferred skills
Knowledge of Sparkassen application programs and the Sparkassen Financial Concept for Private Customers
Responsibilities
Holistic care and advice of assigned customers using the S-Finanzkoncept, expanding existing customer relationships, acquiring new customers, actively selling Sparkassen and partner products