Bankkaufmann/-frau (m/w/d)
Core
Provide comprehensive financial advice and service to private and corporate clients, including account management, payments, investments, loans, and insurance.
Role type
Junior IC bank sales and service specialist
Builds
Individualized financial solutions and banking services for clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial product knowledge, client advisory, sales, relationship management, financial analysis, service delivery, German language proficiency (C1), IT system usage
Preferred skills
English language skills, team collaboration, initiative
Responsibilities
Advise clients on account management, payments, investments, loans, and insurance; analyze client needs to develop tailored financial solutions; process general banking and service transactions; participate in sales campaigns; maintain and expand client relationships; contribute to service quality improvement.