Bankkaufmann / Bankkauffrau (m/w/d)
Core
Lead generation and sales of financing solutions (loans, refinancing) for customers via phone and Zoom, managing the application process from initial contact to contract signing.
Role type
Sales Associate / Financial Consultant
Builds
Loan products and refinancing solutions for individual customers
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
Sales, communication, document management, CRM usage, financial product knowledge, contract handling, customer follow-up, goal orientation, organization
Preferred skills
Continuous learning, adaptability, reliability, proactivity, attention to detail
Responsibilities
Conduct initial consultations to assess financing eligibility, request and verify customer documentation, present financing solutions and add-on products, guide customers through contract signing, identify future financing needs, maintain contact with banks for queries, organize customer follow-ups, monitor and improve sales targets