Kundenberater (d/m/w) Regionales Beratungscenter Essen
Hybrid
Core
Providing financial advice and product sales to private customers via digital channels (phone, video, chat) and in-person, covering accounts, investments, insurance, and private loans.
Role type
Customer Advisor (Financial Services)
Builds
Standardized product portfolio and financial solutions for private customers
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales skills, customer service, digital communication tools, business acumen, regulatory compliance knowledge
Preferred skills
Commercial training background, experience in sales, PC proficiency, analytical thinking, team collaboration
Technologies
Digital consultation platforms, omni-channel workstations, banking software systems