Geschäftskundenbetreuer:in (w/m/d)
Core
Business customer advisor providing holistic financial consulting for SMEs and private clients, managing the entire customer lifecycle and deepening business relationships.
Role type
Business customer advisor (SME & private)
Builds
Financial products and services for business customers and private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Business customer consulting, Financial product knowledge, Sales and persuasion, Cross-functional collaboration, Digital tools proficiency, Business acumen
Preferred skills
Active BaFin ID as investment advisor, Experience in commercial credit consulting, Engagement in business associations
Technologies
Digital banking tools, Online banking platforms
Responsibilities
Provide holistic financial consulting for private and commercial contexts, Manage the entire customer lifecycle, Deepen existing business relationships and acquire new customers, Collaborate with specialists in wealth management, insurance, and construction savings, Handle service tasks like card ordering and online banking support
Seniority
Mid-level, experienced