CareerPlan

Servicekundenberater(in) (m/w/d)

Geretsried, BAYERNFull-time2026-07-16 → 2026-11-02

Core

First point of contact for customers in a bank branch, handling service inquiries, account consultations, and payment services.

Role type

Frontline service advisor (banking)

Builds

Customer service and sales support for a retail bank branch

Domain

Banking / Financial Services

Deliverable

product features

Required skills

Customer consultation, sales (cross-selling), payment services, account management, appointment scheduling, team collaboration

Preferred skills

Fresh ideas, enthusiasm for customer interaction, empathy

Technologies

Banking systems (implied)

Responsibilities

Serve as the first point of contact for customers, cover the entire branch service area, conduct independent consultations on accounts and payment services, identify customer needs and refer to senior advisors, schedule customer appointments, proactively approach customers to identify cross-selling opportunities