CareerPlan

Kundenberater Bank (Bankkaufmann m/w/d)

Köngen, BADEN_WUERTTEMBERGRemoteFull-time2026-10-07 → 2026-11-12
Hybrid

Core

Empathically guide customers through financial matters and develop individual solutions tailored to their needs.

Role type

Customer Advisor (Banking)

Builds

Long-term customer relationships and personalized financial solutions

Domain

Banking / Retail Finance

Deliverable

client delivery

Required skills

Financial advisory, relationship building, solution development, self-organization, digital media usage

Preferred skills

Service orientation, communication, teamwork, initiative, flexibility, reliability

Technologies

Digital media

Responsibilities

Advise customers on all financial matters, develop individual solutions, build and maintain long-term relationships, collaborate with team members and other departments, plan appointments independently

Seniority

Entry-level to Mid-level