Privatkundenberater der Filiale Leutkirch (m/w/d)
Core
Provide individual financial advice and sales of banking products to a private customer portfolio in a branch office.
Role type
Private banking advisor (branch)
Builds
Private banking products (savings, loans, insurance, pension)
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, sales, customer acquisition, independent work, communication
Preferred skills
Banking qualification (Bankkaufmann/-frau), Bankfachwirt/-in, prior customer advisory experience
Responsibilities
Advise assigned private customers on financial matters, sell banking products, acquire new customers, meet sales targets