Kundenberaterin im Bankwesen (m/w/d)
Core
Provide comprehensive financial advice and account management for private and business customers, including product analysis, loan processing, and transaction handling.
Role type
Customer Advisor in Banking
Builds
Long-term customer relationships and individual financial solutions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, account opening, transaction processing, loan application handling, sales target achievement, MS Office proficiency
Preferred skills
Experience with internal banking systems, negotiation skills
Responsibilities
Analyze customer needs and develop individual financial solutions, process account openings and transfers, advise on savings and investment opportunities, support credit application processing, contribute to internal process optimization and sales targets
Seniority
Mid-level, experienced IC