Sparkassen‑ oder Bankfachwirt (w/m/d)
Core
Business customer advisor supporting commercial clients with banking solutions, product sales, and portal migration.
Role type
Business customer advisor (commercial banking)
Builds
Commercial banking products and services for business clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Commercial banking knowledge, sales skills, customer advisory, IT solution adoption, negotiation skills
Preferred skills
Sparkassen- or Bankfachwirt qualification, prior commercial customer advisory experience
Responsibilities
Advise business customers on migrating from online banking contracts to the new corporate portal framework agreement, establish user and permission modules in the corporate portal, provide first-level support for corporate portal users, actively promote Sparkassen and consortium products for business and private savings, collaborate with specialists in insurance, asset management, and electronic banking