Privatkundenberater/in Bankkauffrau/Bankkaufmann (#Mensch) für Hagenow
Core
Provide holistic, needs-oriented advisory and care for assigned private customers in deposit, loan, and service business.
Role type
Private banking advisor
Builds
Financial solutions and customer relationships for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Private banking training, customer relationship management, sales, financial advisory, IT proficiency
Responsibilities
Advise assigned private customers on deposits, loans, and services; ensure customer satisfaction through reliable order processing and proactive outreach; provide investment advice and financial solutions; acquire new customers based on total needs; identify customer signals and refer to specialists.
Seniority
Entry-level to Junior