Serviceberater Bank (m/w/d)
Core
Frontline service advisor handling daily customer service, transactions, and sales of standardized private banking products.
Role type
Service Advisor (Private Banking)
Builds
Private banking service processes and product bundles
Domain
Banking / Private Banking
Deliverable
product features
Required skills
Payment processing, standardized product knowledge, sales skills, customer service, system proficiency
Preferred skills
Private banking service experience, regional connection to Bad Bibra
Technologies
Banking service and payment systems
Responsibilities
Handle daily customer service across segments, support payment transactions, sell standardized product bundles, capture sales leads, schedule consultation appointments, assist with self-service tools, ensure compliance with banking and data protection rules