Berater (d/m/w) Personal Banking
Core
Abschlussorientierte Beratung und Verkauf von Banking-Produkten (Konten, Karten, Kredite, Vorsorge) sowie einfache Investmentbedarfe für Privatkunden und kleine Unternehmen.
Role type
Senior IC Personal Banking Consultant
Builds
Banking products and services for private customers and small businesses
Domain
Banking / Personal Finance
Required skills
Sales orientation, knowledge of private banking product portfolio, credit expertise, IDD certification, customer acquisition, appointment scheduling
Preferred skills
Knowledge of digital banking features, process improvement skills
Technologies
Online banking, Mobile banking, SB terminals
Responsibilities
Conduct appointment-based sales consultations, sell banking products and consumer finance solutions, advise on simple investment needs, implement new service processes and certifications, refer complex cases to specialists, promote digital services to customers, handle administrative transactions
Seniority
Mid-level, hands-on IC