CareerPlan

Privatkundenberater (m/w/d) 57.000€ Jahresbrutto

Mönchengladbach, NORDRHEIN_WESTFALENFull-time€57k2024-08-19 → 2026-11-12

Core

Conduct creditworthiness checks, sell standard banking products, and build trusted relationships with a personal client base.

Role type

Private banking advisor (sales)

Builds

Standard banking products and services

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Creditworthiness assessment, sales of standard banking products, customer needs analysis, knowledge of building savings, insurance, loans, investment business

Preferred skills

Experience in sales

Technologies

None stated

Responsibilities

Conduct creditworthiness and credit assessment checks, sell standard bank products and services, build personal and trusted business relationships with clients, perform customer needs analyses, collaborate closely with other sales units