Kundenberater (m/w/d) im Bankwesen - hybrides Arbeiten (Remote & Präsenz)
Hybrid
Core
Providing customer advisory services to private clients via phone and video in the areas of money and asset management, as well as private and disposition credit.
Role type
Private banking customer advisor
Builds
Long-term customer relationships and sales of bank products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, phone/video communication, relationship management, sales
Preferred skills
Knowledge of BAP agree21 and Lotus Notes systems
Responsibilities
Conduct customer advisory via phone and video, manage private and disposition credit, develop long-term customer relationships, sell bank products, schedule and implement sales measures