Privatkundenberater Beratungscenter Marienthal (m/w/d)
Core
Provide holistic advisory and sales services to private customers, including new customer acquisition and handling all banking matters.
Role type
Private banking advisor
Builds
Banking services and financial products for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
New customer acquisition, holistic customer advisory, sales of financial products, cash handling, compliance with anti-money laundering regulations, digital media proficiency
Preferred skills
Independent work, customer orientation, team orientation, flexible working style
Technologies
Digital banking tools
Responsibilities
Active holistic care and needs-based advisory of assigned/new customers, closing sales according to product portfolio, handling all private banking matters, service and cash tasks, advising on savings, construction savings, insurance, and service business