Privatkundenberater/in (m/w/d) in Waldshut
Core
Provide holistic customer-oriented advisory in active, passive, service, and bundled banking business using the S-Finance concept.
Role type
Private banking advisor
Builds
Banking products and services for assigned customer base
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic financial concepts, sales of banking products, customer service, bank applications, online banking and banking apps
Preferred skills
Teamwork, reliability, time flexibility
Responsibilities
Holistic customer-oriented advisory, managing assigned customer portfolio, identifying potential customers and transferring them to individual banking advisors, supporting the training of assigned apprentices