Individualkundenberater (m/w/d) Multikanal
Core
Advise private customers individually across all channels (in-person, online, video-chat) to sell selected active, passive, and service products.
Role type
Individual customer advisor (multichannel)
Builds
Sales of banking products for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
holistic customer advisory, sales, digital tools proficiency, relationship building
Preferred skills
vocational training in banking (Bankkaufmann/Bankfachwirt/Bankbetriebswirt)
Responsibilities
Advise customers in-person or via video-chat, promote digital advisory channels, identify cross-selling opportunities, collaborate with sales units for holistic advice