Bankkaufmann - Kundenservice / Finanzberatung (m/w/d)
Core
Providing professional customer service and financial advice to individuals in the Münsterland region to help them achieve financial goals.
Role type
Customer service and financial advisor (banking)
Builds
Customer service interactions and financial advisory sessions
Domain
Banking / Regional Finance
Deliverable
client delivery
Required skills
Customer service, financial advisory, core banking systems, sales channels, proactive needs analysis
Preferred skills
Experience with agree21 core banking system, prior banking or customer service experience
Technologies
agree21
Responsibilities
Professional customer care across all channels, identifying customer needs and scheduling consultations, handling customer inquiries and service requests, operating sales channels and internal systems
Seniority
Entry-level to Mid-level