Direktberatung | KundenDialogCenter (m/w/d)
Core
Direct customer advisor providing financial solutions and support to assigned customers, acting as an overflow for branches.
Role type
Senior IC customer advisor (financial services)
Builds
Individual customer plans and financial solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, customer plan implementation, goal achievement, digital affinity, business acumen
Preferred skills
Private banking experience, strong communication, service orientation