Privatkundenberater (m/w/d) im Beratungszentrum Recklinghausen
Core
Private banking advisor providing personalized financial service and consulting to retail customers at a Volksbank branch.
Role type
Private banking advisor (retail)
Builds
Personalized financial service and consulting offerings for retail customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
[Banking sales, customer acquisition, relationship management, needs analysis, objection handling, team collaboration, service orientation, responsibility]
Preferred skills
[VR Private Banking Advisor certification, Beraterpass 3 certification]
Technologies
[None stated]
Responsibilities
Conduct customer-oriented conversations to identify needs, acquire new customers via phone and in-person, manage customer relationships, and coordinate with partner banks.
Seniority
Entry-level to Mid-level