CareerPlan

Beratung Geschäfts- und Gewerbekunden (m/w/d)

Bad Bergzabern, RHEINLAND_PFALZFull-time2026-10-07 → 2026-11-12

Core

Provide holistic consulting and care for business and commercial customers through modern pool management, developing tailored financial solutions and securing long-term customer relationships.

Role type

Senior business banking consultant (commercial segment)

Builds

Tailored financial solutions for business and commercial clients

Domain

Banking / Commercial Finance

Deliverable

client delivery

Required skills

Business and commercial customer consulting, Financial product knowledge, Payment systems expertise, Asset management knowledge, CRM and banking software proficiency, Sales and acquisition

Preferred skills

Digital solution adoption, Customer needs analysis, Economic relationship understanding

Responsibilities

Conduct holistic consulting and care for business and commercial customers, Actively accompany customers across all sales and communication channels, Identify customer potential and develop tailored financial solutions, Lead successful customer conversations focusing on sustainable retention, Expand existing customer relationships and acquire new business and commercial customers, Utilize modern CRM and banking solutions to ensure high consulting and data quality