Privatkundenberater (m/w/d) im Team Hausbank
Core
Advise private customers holistically on accounts, cards, insurance, interest protection, and savings/investments up to 20,000 EUR within the branch banking model.
Role type
Private banking advisor (branch)
Builds
Personal banking services for private customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Sales, service orientation, customer orientation, problem-solving
Preferred skills
Prior experience in a similar advisory role
Technologies
Banking software (implied)
Responsibilities
Identify cross-selling opportunities and refer them to specialist teams
Seniority
Entry to Mid-level