Berater (d/m/w) Daily Banking
Core
Closing-oriented advisory and sales of banking products (accounts, cards, savings, consumer finance, pension) and simple investment needs for private customers.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Banking products and services for private individuals and small businesses
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Sales orientation, customer acquisition, closing skills, knowledge of banking products (accounts, cards, savings, consumer finance, pension), digital services promotion, appointment scheduling
Preferred skills
Commercial or service-oriented training, IDD certification, credit competence, knowledge of investment products
Technologies
Online banking, Mobile banking, SB terminals