Kundenberater:in / Buddy (m/w/d) für unsere smoney-Einheit
Core
Advise young customers (18-26) on finances, cross-sell products, and test innovative financial solutions in a community hub.
Role type
Junior customer advisor (banking)
Builds
Financial advice, cross-selling offers, and product innovation tests for young adults
Domain
Banking / Financial Services
Required skills
Banking qualification (Sparkassen-/Bankfachwirt), customer advisory experience, knowledge of investment forms and legal frameworks (WpHG), social media familiarity
Preferred skills
Enthusiasm for innovation, flexibility, team spirit, high customer orientation
Technologies
Instagram, TikTok, YouTube
Responsibilities
Advise young customers on holistic financial matters, identify cross-selling opportunities, present investment forms, conduct flexible consultations (in-person or virtual), plan and host community events
Seniority
Entry-level, hands-on IC