Privatkundenberater/in Bankkauffrau/Bankkaufmann (#Mensch) für Ratzeburg
Core
Provide holistic, needs-oriented advisory and care for assigned private customers in deposit, loan, and service business.
Role type
Private banking advisor (retail)
Builds
Financial solutions and customer relationships for private individuals
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Private banking training, customer relationship management, sales, financial solution design, IT proficiency
Responsibilities
Advise assigned private customers, acquire new customers, identify customer needs and refer to specialists, ensure customer satisfaction through reliable order processing