Berater Personal Banking (d/m/w) [Rolle: Private Banking Advisor]
Core
Closing-oriented advisory and sales of banking products (accounts, cards, savings, consumer finance, pension) for private customers and small/medium enterprises.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Banking products and services for private clients and SMEs
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales orientation, knowledge of private banking product portfolio, credit expertise, IDD certification, customer acquisition, appointment scheduling
Preferred skills
Knowledge of digital banking features, process improvement, certification in consumer finance (AnsFuG)
Technologies
Online banking, Mobile banking, SB terminals
Responsibilities
Conduct closing-oriented consultations, sell banking products, manage appointments from call center and branch, advise on simple investment needs, implement new service processes, support customers with transactions and administrative tasks
Seniority
Individual Contributor, Entry to Mid-level