Werde Individualkundenberater:in (Digitales Beratungs-Center) m/w/d in der Förde Sparkasse!
Core
Digital advisor for high-affinity and out-of-area individual customers, providing needs-based financial consulting via the S-Finance concept.
Role type
Individual customer advisor (digital)
Builds
Digital customer service and financial product solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial consulting, digital service processes, customer acquisition, sales execution, goal management
Preferred skills
Securities advisory experience, Sparkassen/Bank specialist qualification
Technologies
Digital service and consulting processes
Responsibilities
Provide holistic needs-based financial consulting to assigned customers, drive customer portfolio penetration, plan and manage personal sales activities, achieve individual and group sales targets, utilize digital tools in consulting sessions