Berater Privatkunden (m/w/d) in der Regionaldirektion Oberland
Core
Analyze customer needs and potential, provide holistic banking advice, and manage the full lifecycle of active and passive banking products including loans and payments.
Role type
Private banking relationship manager
Builds
Banking products (loans, deposits, cards, online banking) for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs analysis, sales and acquisition, credit risk management, data entry, account administration
Preferred skills
Teamwork, innovation, creativity
Technologies
OSPlus, OSPlus neo
Responsibilities
Conduct customer needs and potential analysis, manage the full sales cycle from consultation to closing, monitor credit and payments, handle debt collection and garnishment cases, ensure data accuracy and migrate customers to digital channels
Seniority
Mid-level, experienced sales professional