Sales & Customer Support (m/w/d) Schwerpunkt Banken
Core
Handling customer and sales inquiries via phone, email, or chat for a precious metals trading company, supporting bank advisors on client mandates, and managing complex application processes.
Role type
Sales & Customer Support Specialist (Banking focus)
Builds
Customer service interactions, sales lead qualification, and order processing for precious metals products.
Domain
Financial Services / Precious Metals Trading
Deliverable
client delivery
Required skills
Customer service, sales support, application processing, CRM systems, office software, cross-selling, upselling, lead qualification
Preferred skills
Knowledge of precious metals, experience in banking or retail sales
Responsibilities
Answering customer and sales inquiries via phone, email, or chat; Coordinating with bank and savings bank advisors; Supporting product-related questions; Managing complex application processes; Documenting and analyzing customer requests via a ticketing system; Qualifying and processing sales leads; Identifying cross-selling and upselling opportunities; Proactively contacting existing customers to expand business relationships.