Firmenkundenassistenz (m/w/d) Institutionen & Unternehmen
Core
Support the sales team for Institutions & Companies in daily operations, managing customer connections across social, health, energy, and housing sectors.
Role type
Customer Service Representative (Corporate/Institutional)
Builds
Customer accounts, contracts, and banking services for non-profit and corporate clients in specific sectors.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, contract processing, data management, communication (phone/email/in-person), MS Office, digital tools
Preferred skills
Banking training, sales experience, service orientation, independent work
Responsibilities
Communicate with customers via phone, email, and in-person; maintain customer master data; monitor open processes; handle account services (opening, power of attorney, dispositions, online banking, onboarding); process and manage contracts; create correspondence (offers, contracts, certificates).