Kundenberater (m/w/d)
Core
First point of contact for customers across all channels, handling inquiries and orders for banking products and services.
Role type
Customer Advisor (Banking)
Builds
Customer trust and long-term relationships through service and product solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, multi-channel communication, order processing, form management, digital banking support, sales signal recognition, cross-functional collaboration
Preferred skills
Experience in banking customer advisory, technical affinity with online/mobile banking
Technologies
Online banking, Mobile banking, digital applications
Responsibilities
Handle customer inquiries and orders independently across all channels, inform customers about banking products (current accounts, cards, investments, securities), process standard securities orders, manage customer data and document creation, guide customers on digital banking services, identify customer needs and sales opportunities, collaborate with other departments
Seniority
Entry-level to Mid-level, hands-on IC