Spezialist (d/m/w) Bankberatung, Filiale Konstanz
Core
Provide independent, needs-based advisory on a broad range of financial products and non-banking services to customers in a branch setting.
Role type
Branch banking advisor (IC)
Builds
Sustainable customer relationships and sales of financial products
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Commercial training (Bank clerk) or relevant experience, customer advisory, sales, high service competence, resilience, interest in finance and economic relationships
Preferred skills
Cross-functional background, teamwork
Technologies
None stated
Responsibilities
Conduct independent needs-based advisory on financial products, build customer relationships through personal and phone contact, manage customer care within the branch, collaborate with the branch team
Seniority
Entry to Mid-level, hands-on IC