Kundenberater im Bankwesen
Hybrid
Core
Provide comprehensive financial advice and service to private and business customers, handling account operations, loan applications, and investment solutions.
Role type
Customer Advisor (Banking)
Builds
Banking services and financial products for individual and corporate clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, account management, loan processing, sales target achievement
Preferred skills
MS Office proficiency, internal banking systems experience
Responsibilities
Analyze customer needs and develop individual financial solutions, process account openings and transfers, support loan application workflows, contribute to internal process optimization and sales targets