Individualkundenberater (m/w/d) für die interne Mitarbeiterberatung in Voll- oder Teilzeit
Core
Provide comprehensive financial and pension advice exclusively to the bank's own employees.
Role type
Individual customer advisor (internal employee counseling)
Builds
Personalized financial solutions for bank staff
Domain
Banking / Employee Benefits
Deliverable
client delivery
Required skills
Holistic customer advisory, financial planning, pension planning, credit advisory, digital communication tools
Preferred skills
Video consultation, digitalization of banking services
Responsibilities
Advise employees on Giro accounts, consumer credit, retirement planning, risk protection, and wealth building; Develop individual solutions based on employee needs; Collaborate with internal specialists and partner banks; Promote video consulting and digitalization of banking services; Build long-term trust relationships and actively support financial decisions.