Omnikanal-Kundenbetreuer (m/w/d) für Privatkunden
Core
Providing comprehensive banking advice and support to private customers across multiple digital channels (email, video, phone) and traditional banking services.
Role type
Private banking customer service representative
Builds
Digital banking solutions and customer support services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private banking experience, investment advisory experience, digital communication skills, customer relationship management, problem-solving
Preferred skills
Experience in investment advisory, familiarity with modern communication channels
Technologies
Email, Video conferencing, Telephone systems
Responsibilities
Advise customers on banking matters including investments, financing, and payments; Serve as the primary contact for customer financial needs; Support customers through various digital communication channels