CareerPlan

Firmen-/Gewerbekundenberater (m/w/d)

Diez, RHEINLAND_PFALZFull-time2025-10-22 → 2026-11-12
On-site

Core

Business and commercial customer advisor in a business customer center, providing holistic financial advice and financing solutions.

Role type

Business customer advisor (sales & advisory)

Builds

Financial products and advisory services for business and commercial clients

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Financial knowledge, tax law knowledge, sales persuasion, goal orientation, digital communication, customer relationship management

Preferred skills

agree21 experience, further qualifications in banking, affinity for new media and technology

Responsibilities

Advise business and commercial customers across all demand areas, conduct customer consultations primarily via digital-personal channels, contribute to the development of digital-personal advisory approaches