Telefonische Privatkundenbetreuung (w/m/d) im Bankensektor - hybrides Arbeiten (Remote & Präsenz)
Core
Provide comprehensive telephone-based advisory services to private customers on banking and insurance topics, manage customer data, acquire new clients, and develop individual financial solutions.
Role type
Senior IC private banking telephone advisor
Builds
Individual financial solutions and banking/insurance services for private customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Customer acquisition, data management, financial solution design, telephone advisory, customer relationship management
Preferred skills
Commercial training with a focus on banking, practical experience in private customer business
Technologies
CRM systems, telephony platforms
Responsibilities
Advise customers on banking and insurance topics, manage and maintain customer master data, acquire new customers, develop individual financial solutions, handle incoming calls
Seniority
Mid-level, hands-on IC