CareerPlan

Kundenberater (m/w/d) im Bankwesen - Remote möglich

Frankfurt am Main, HESSENRemoteFull-time2026-11-12 → 2026-11-13
Hybrid

Core

Telefon- und Videoberatung von Privatkunden im Bereich Geld- und Vermögensanlage sowie Kreditvergabe.

Role type

Customer Advisor (Private Banking)

Builds

Long-term customer relationships and sales of bank products

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Customer advisory, relationship building, sales, telephone/video communication, structured work

Preferred skills

Knowledge of BAP, agree21, Lotus Notes

Responsibilities

Customer consultation via phone and video, sales of bank products, appointment scheduling, implementation of sales measures