Werde Individualkundenberater:in (Filialverbund Schönberg) m/w/d in der Förde Sparkasse!
Core
Personal financial advisory and sales for individual customers to help them achieve financial goals.
Role type
Individual customer advisor (retail banking)
Builds
Financial products and services for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial planning, sales, customer acquisition, relationship management, digital tools proficiency, regulatory compliance awareness
Preferred skills
Advanced banking qualification (Sparkassen-/Bankfachwirt), willingness to obtain further qualification
Technologies
iPads, digital service platforms