Kundenberater im Privatkundenbereich (m/w/d) Voll- oder Teilzeit
Core
Provide holistic banking advice and sales support for private customers across all channels (in-person, digital, phone) to help them achieve financial goals.
Role type
Private banking customer advisor
Builds
Banking products and financial solutions for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs analysis, financial product recommendation, relationship management, multi-channel communication, sales, event participation
Preferred skills
Flexibility, initiative, interest in new media and formats
Technologies
Digital banking platforms, communication tools
Responsibilities
Advise customers on a broad product portfolio, recommend tailored financial solutions, acquire new customers, collaborate with insurance and mortgage specialists, participate in customer events and financial education programs
Seniority
Entry-level to Junior