Bankkaufmann/-frau
Core
Personal banking advisor specializing in residential financing, guiding customers from initial consultation to solution implementation to help them achieve home ownership dreams.
Role type
Senior IC retail banking advisor (residential finance)
Builds
Individual financing concepts for residential projects
Domain
Banking / Real Estate Finance
Deliverable
client delivery
Required skills
Residential financing expertise, customer relationship building, sales persuasion, digital tool adoption, structured thinking, initiative
Preferred skills
Knowledge of residential construction financing, experience with private customer advisory
Technologies
Modern digital banking tools
Responsibilities
Accompany customers personally and holistically from first contact to solution; Develop individual financing concepts for housing; Recognize opportunities and actively present banking products; Network in the region to build sustainable relationships; Support customers in using modern digital tools