Kundenberater im Bankwesen (m/w/d)
Core
Provide comprehensive financial advice and service to private and business customers, analyzing needs to develop individual solutions for long-term retention.
Role type
Customer Advisor (Banking)
Builds
Individual financial solutions and banking services for clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, account management, loan application processing, investment advice, sales target achievement
Preferred skills
MS Office proficiency, internal banking systems usage
Responsibilities
Analyze customer needs and develop individual financial solutions, process account openings and transfers, support credit application processing, advise on savings and investment opportunities, contribute to internal process optimization and sales targets