Betreuungsreferenten (w/m/d) Freie Berufe
Core
Sales support for independent professionals (Freie Berufe) through potential analysis, visit preparation, and credit information gathering.
Role type
Sales support specialist for independent professionals
Builds
Credit proposals, presentations, and credit documentation for independent professionals
Domain
Banking / Credit / Independent Professionals
Required skills
Creditworthiness assessment, Credit security, Legal basics of credit business, Business economics, IT systems (agree21, Office 365)
Preferred skills
Sales-oriented mindset, Revenue-oriented mindset, Organizational skills, Teamwork, Independent work style, Initiative, Resilience
Technologies
agree21, Office 365
Responsibilities
Qualified sales support for independent professionals using potential analysis and visit preparation, Active acquisition and preparation of credit-relevant information, Independent creation of offer documents including pre- and post-calculation, Individual development of customer presentations and conversation templates, Continuous documentation and maintenance of data, Support in new and existing credit processing including independent handling of renewals, Participation in rating creation, Independent disposition within granted credit competence