Berater Privatkunden (m/w/d) Fokus junge Kunden
Core
Provide comprehensive financial advice and account management for young customers, including new customer acquisition and product sales.
Role type
Private banking consultant (young customers)
Builds
Sparkasse and consortium financial products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, account management, risk disclosure, workshop facilitation
Preferred skills
Cross-functional thinking, innovation, creativity
Technologies
OSPlus/OSPlus neo
Responsibilities
Conduct needs analysis for young customers, acquire new customers, manage accounts and loans, monitor payments and online banking, handle special cases (estate, garnishment), perform risk disclosure and documentation, plan and execute workshops and events for the youth market
Seniority
Mid-level, experienced