Programm für den Quereinstieg in die Kundenberatung
Core
Cross-training program to qualify individuals as customer advisors for a savings bank, focusing on holistic financial advice and account management.
Role type
Customer Advisor (Cross-training Program)
Builds
Customer advisory services and financial products for individuals and businesses
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Commercial vocational training, 3+ years customer advisory experience, strong communication, solution-oriented thinking, openness to new technology and digital media
Preferred skills
Interest in continuous development, teamwork
Responsibilities
Serve as a reliable contact person for customers, support account management inquiries, identify additional needs, propose suitable financial offers, provide holistic financial advice
Seniority
Entry-level (via structured training program)