Privatkundenberater (m/w/d) in der Filiale Haslach
Core
Actively and holistically advise assigned potential customers to develop optimal financial solutions while ensuring sustainable customer retention.
Role type
Retail banking advisor (private customers)
Builds
Modern banking solutions and financial products for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial solution development, sales opportunity identification, regulatory compliance, customer acquisition, negotiation, holistic advisory approach
Preferred skills
Mobile work capability
Technologies
Modern banking solutions
Responsibilities
Advise assigned potential customers to develop optimal financial solutions, utilize sales opportunities, convince customers of modern banking solutions, implement regulatory requirements, acquire new customers through active recommendation