Kundenberater (m/w/d) im Bankwesen - hybrides Arbeiten (Remote & Präsenz)
Hybrid
Core
Private banking customer advisory via phone and video for deposits, investments, and private/disposition loans.
Role type
Customer Advisor (Private Banking)
Builds
Long-term customer relationships and sales of bank products
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, phone/video communication, relationship management, sales
Preferred skills
BAP agree21, Lotus Notes
Responsibilities
Conduct customer advisory via phone and video, manage deposits and investments, handle private and disposition loans, build long-term customer relationships, sell bank products, schedule and execute sales activities