Kundenberater (m/w/d)
Hybrid
Core
Private banking advisor providing personalized financial solutions and building long-term relationships with individual customers.
Role type
Private banking advisor (IC)
Builds
Standardized bank products and personalized financial solutions
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Commercial training, direct customer contact, relationship building, autonomous decision-making, team collaboration
Preferred skills
Background in banking or finance, proactive problem-solving, idea generation
Responsibilities
Identify customer needs and provide immediate solutions, consult and sell standardized bank products, manage customer relationships via phone and in-person, maintain up-to-date customer data and prepare for consultations
Seniority
Entry to Mid-level, hands-on IC