Bankkaufmann m/w/d - Privatkundenerfahrung 22,00 €/Std.
Core
Private banking relationship management and credit processing for individual customers.
Role type
Private Banking Sales & Operations Specialist
Builds
Customer acquisition, credit applications, and financial product portfolios for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Private banking sales, credit risk assessment, customer relationship management, data entry, MS Office proficiency, numerical analysis
Responsibilities
Independent customer acquisition, serving as a contact for general private banking inquiries, maintaining the customer base, managing the customer database, data entry at terminals, advising existing customers on credit and financing structures, processing and reviewing credit applications for creditworthiness