Individualkundenberater - Sparkasse / Finanzen / Anlage (m/w/d)
Core
You provide comprehensive and competent financial advice to assigned private customers and the SME sector, expanding existing relationships and acquiring new customers.
Role type
Individual customer advisor (banking)
Builds
Customer relationships and new business acquisition for a regional savings bank
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Banking training with additional qualification, customer service experience, sales enthusiasm, digital media proficiency, teamwork, communication
Preferred skills
Experience with digital advisory techniques
Responsibilities
Manage assigned customer portfolio, expand existing customer connections, acquire new customers, develop digital advisory skills
Seniority
Entry to Mid-level, individual contributor