Quereinstieg Kundenberatung Filialbank (m/w/d)
Core
Onboarding and training new hires into a branch bank's customer advisory role, focusing on private banking services and product sales.
Role type
Junior branch bank customer advisor (career switcher)
Builds
Customer service workflows, account openings, and private banking product sales
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Commercial training background, customer service, sales, communication, service orientation, teamwork, self-management, willingness to learn
Preferred skills
Prior exposure to banking, interest in finance and economics, openness to digital tools
Responsibilities
Onboarding into bank products and services, handling service requests, assisting with account openings, advising on products and services, acquiring new customers, maintaining customer relationships, scheduling consultations, participating in sales activities
Seniority
Junior, hands-on IC