Bankkaufmann/-frau
Core
Providing financial advice and sales solutions to assigned customers, managing existing relationships, and acquiring new clients.
Role type
Bank relationship manager (retail banking)
Builds
Financial solutions for individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, communication, persuasion, empathy
Preferred skills
Completed banking training, prior customer advisory experience
Technologies
None stated
Responsibilities
Customer consultation on financial matters, developing and selling tailored financial solutions, maintaining and expanding customer relationships