Individualkundenberater und Individualkundenberater Senior (m/w/d) für das Digitale Beratungscenter/
Core
Build long-term customer relationships and support customers in achieving financial goals using the S-Finanz concept.
Role type
Senior individual customer advisor (financial services)
Builds
Financial products and partner products for individual customers
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial expertise, multichannel advisory, sales of product portfolio, customer relationship management, flexible work management
Preferred skills
Sparkassenfachwirt qualification, digital media proficiency
Technologies
Digital advisory platforms, modern consultation technology
Responsibilities
Manage assigned customer segments, actively support customers with financial planning, sell internal and partner products, operate in digital and in-person environments